Track Portfolio Performance Accurately
Track all investments in one place
Track your performance against benchmarks
Powerful Portfolio Analytics
Breakdown portfolio performance by positions
Which assets do Portseido support?
Is Portseido available for free?
How can I track all my investments?
Can I import my trade history from my Brokerage?
How to calculate investment performance?
As an investment portfolio management software, Portseido offers a full picture of portfolio performance to all investors. In addition to the price fluctuations, Portseido automatically includes foreign exchange rate gains, dividend incomes, brokerage fees and withholding taxes into the calculation. Furthermore, Portseido offers a wide range of performance metrics including simple return, time-weighted return, money-weighted return, beta, drawdown and much more
How to benchmark investment portfolio performance?
As an investor, opportunity cost is the true cost of investing. It is the foregone benefit from choosing to invest in one alternative over another. To track this cost over time, investors have to bemchmark their performance. Portseido can help simplifying the process by automatically benchmarking the investment portfolio performance to major indices and ETFs around the globe.