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Portseido app for iPhone and iPad


4.6 ( 16 ratings )
Finance
Developer: Portseido Co., Ltd.
Free
Current version: 1.2.1, last update: 6 months ago
First release : 21 Jun 2023
App size: 17.54 Mb

A powerful portfolio and dividend tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. Have your investments under control from your mobile device. Track all investments in one place, see past and future dividends, monitor asset allocations, measure and benchmark portfolio performance, and more.

TRACK ALL INVESTMENTS IN ONE PLACE
- Cover over 70+ stock exchanges, 20,000+ ETFs, and Cryptos
- Display in any currency in the world
- Aggregate multiple portfolios and easily switch between them
- Easy to set up

TRACK YOUR DIVIDENDS
- Automatically add dividends
- Track historical dividends
- Manage and plan your future dividends

MANAGE YOUR ASSET ALLOCATION
- See how your portfolio is allocated
- Monitor how each position performs
- Track your average cost over time

MEASURE PORTFOLIO PERFORMANCE
- Measure your performance against your preferred benchmarks
- Track your return with Simple Return, Time-Weighted Return (TWR) and Money-Weighted Return (MWR)
- See your performance in any period