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For Vested Finance investors

The Vested Finance portfolio performance tracker

your broker doesn't give you.

Works withVested Finance

Set up Vested Finance tracking in 60 seconds and see your real return, your allocation, and every upcoming dividend, in any currency. All in one view, with your other portfolios.

160+
countries
EUR · USD · GBP
multi-currency portfolios

Free to start · Easy to set up · No Vested Finance login required.

Vested Finance portfolio dashboard in Portseido showing performance, time-weighted return and dividend forecast

See your Vested Finance portfolio analyzed in 60 seconds.

No plugins. No screen-scraping. Just your CSV.
01 Export from Vested Finance
Export your transactions from Vested Finance as a CSV file

Open the transactions section in Vested Finance, pick your date range, and click Export → CSV.

02 Drop the file into Portseido
Drop your Vested Finance CSV into Portseido

We detect Vested Finance's format automatically. Multi-currency holdings, dividends, and fees are all parsed.

03 Get answers, not spreadsheets
Imported Vested Finance portfolio summary in Portseido with daily and all-time returns

Real return, dividend calendar, and allocation, visible the moment the import finishes.

01 · True performance

Am I beating the market, or just depositing more?

Portseido separates your skill from your savings. We compute Time-Weighted Return (TWR), the return your decisions actually produced, alongside Money-Weighted Return (MWR), which includes the effect of your contributions.

Then we benchmark both against S&P 500, NASDAQ, or any index you pick, in your own currency.

Quarterly Vested Finance portfolio return vs S&P 500, time-weighted, in Portseido
02 · Dividend calendar

See your Vested Finance dividend income, month by month.

Every dividend is detected from your import and projected forward. See the calendar by timeframe, by holding, or by currency, plus your projected annual income and how it's growing year over year. Prefer a dedicated dividend-only view? See the Vested Finance dividend tracker.

Monthly Vested Finance dividend income, received and upcoming, in Portseido
03 · Allocation

Your full Vested Finance allocation, at a glance.

Portseido turns your complete Vested Finance portfolio into one clear allocation chart. Slice by holding or asset class, and spot over- and under-weighted areas instantly.

Portfolio allocation
Vested Finance portfolio allocation donut chart in Portseido
04 · Why not just use Vested Finance's overview?

Portseido vs. Vested Finance's built-in overview

Vested Finance overview
Portseido
True return (TWR & MWR)
Benchmark vs your preferred index (S&P 500, NASDAQ…)
Forward-looking dividend calendar
Multi-portfolio & multi-broker
Rebalancing calculator
Place trades

Use Vested Finance to buy. Use Portseido to understand what you bought, and how it's performing.

05 · Multi-currency

Built for multi-currency Vested Finance portfolios

Hold US, European, and UK stocks in one account? Portseido automatically tracks foreign-exchange effects and consolidates holdings in any currency into a single base currency you choose, so your total return is finally apples-to-apples.

Read-only CSV import
We never see your Vested Finance password
Delete your data in one click

Meet investors who choose Portseido

Investors across 160+ countries track their portfolios with Portseido.

Vested Finance questions, answered.

Is my Vested Finance data safe?
Portseido only reads the CSV file you choose to upload. We never have access to your Vested Finance account, password, or any trading API. You can delete your data in one click.
How often do I need to re-import?
Depends on how up-to-date you prefer. In most cases, once a month is enough. Prices update daily, automatically. Only new trades, dividends, and fees need a fresh CSV export.
How are currency conversions handled?
Portseido automatically tracks the foreign-exchange effect on your holdings and consolidates everything into the base currency you choose, so your total return is consistent across markets.

See what your Vested Finance portfolio is really doing.

Investors across 160+ countries. One CSV. Sixty seconds.

Start for free · No credit card

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