Portseido review
A multi-asset portfolio tracker with broker syncing, reports and dividend records.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Portseido brings holdings and trades from multiple brokers into one portfolio view, covering stocks, ETFs and cryptocurrency alongside dividend tracking. It is aimed at individual investors who want performance reports and allocation views as well as dividend records, rather than a tool centered only on dividend forecasting. Access is available on web, iOS and Android, with trade entry by supported broker sync, broker files or statements, manual input, and Google Sheets.
The Free plan is priced at $0 per month with annual billing wording and includes broker syncing, full report access, automatic dividends and splits, and email support. It is limited to one portfolio and a transaction cap. Plus is $8 per month and Pro is $12 per month, both presented with annual billing; both list broker syncing, full reports, automatic dividends and splits, and prioritized email support. Pro also supports multiple portfolios. A 14-day free trial is listed, and no payment card is required for the trial. The published plan details make Free a useful starting point, while Plus and Pro add capacity rather than a different set of dividend tools.
Its appeal is breadth: investors can combine dividend entries with multi-asset holdings, broker synchronization, performance measurement and allocation views. Interactive Brokers and Trading 212 are listed broker integrations, while Google Sheets supports another route for trade input. The fit is less direct for buyers whose main requirement is a specialized dividend calendar or forecasting; those capabilities are not part of the stated feature set. Choose Portseido if dividend records belong alongside a broader investment portfolio and reports. Look elsewhere if dividend-specific planning is the central need, or if portfolio limits and transaction caps do not suit your workflow.
Portseido pros and cons
- Where it wins
- Tracks stocks, ETFs, crypto and dividends in one portfolio view
- Supports broker syncing, statement imports and manual trade entry
- Free plan includes reports and automatic dividend and split entries
- Where it doesn't
- Dividend tracking sits within a broader portfolio tracker
- Free plan has one portfolio and a transaction cap
- Annual billing is shown for paid monthly rates
Portseido fact sheet, pricing and score →
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