Portseido

Portseido

5.0 out of 5 stars
FolioSpan Portseido

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FolioSpan:

About

FolioSpan is a personal portfolio-tracking app for recording stocks, ETFs, cryptocurrency, precious metals, and other holdings alongside balances from public blockchain addresses. Users can scan a public wallet address to view on-chain balances; the app does not require a seed phrase or private key and does not trade, send, swap, stake, or custody assets. Portfolio views include cost basis, profit and loss, allocation, transaction history, watchlists, and price alerts. Holdings are stored on the device by default, with optional account-based cloud sync. The free plan supports manual tracking and one wallet scan with ads. FolioSpan Pro adds unlimited scans, automatic sync, ad-free use, and CSV tools. Available for Android and iOS, FolioSpan can be used in guest mode. Market and blockchain data may be delayed or incomplete, and the app is not financial or tax advice.
Portseido:

About

Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. The features from Portseido include portfolio visualizer app, portfolio performance tracker, stock portfolio tracker, dividend tracker, investment goal management, dividend calculator, FIRE calculator and portfolio analysis. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.
FolioSpan:

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Portseido:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported
FolioSpan:

Audience

Individual investors tracking stocks, ETFs, crypto, precious metals, and public blockchain wallets.
Portseido:

Audience

Retail investors, Investors, Finance
FolioSpan:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Portseido:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported
FolioSpan:

API

Offers API Not Supported
Portseido:

API

Offers API Not Supported
FolioSpan:

Screenshots and Videos

Portseido:

Screenshots and Videos

FolioSpan:

Pricing

$6.99/month
Free plan: $0 with manual holdings, one wallet scan, and ads. Pro: $6.99/month or $49.99/year, auto-renewing, or $99.99 one-time for lifetime access. Pro includes unlimited wallet scans, automatic wallet sync, CSV, lots, and DCA tools; subscriptions are billed through the app store.
Free Version Supported
Free Trial Not Supported
Portseido:

Pricing

$8 per month
Free Version Not Supported
Free Trial Supported
FolioSpan:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Portseido:

Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 3.7 / 5
support 4.7 / 5
Portseido:

Pros & Cons from Real Users

Pros

  • Lots of features. Analytics are rich. Website looks great with so much of useful info. Did not see any calculation mistake from my personal sheet. Request to support my broker CSV and they completed it in a week. Super fast response.
  • - Support multiple brokerages and asset types - New mobile app is really beautiful - Offer both portfolio performance and dividend tracker in one place - Super fast to load
  • They can track everything I need in one place. Asset performance (my holdings are ETFs, stocks, and small part crypto) are really detailed. Another part I visit frequently is the dividend tracker, which includes a calendar and projection how I will get dividend in the future.

Cons

  • So much info sometimes I cannot recall where should I access the menu. Android app displays a bit messy chart.
  • - Found an error during the first data sync, but after a few tweaks, I don't see it anymore. - A bit difficult to read in dark mode.
  • Design can be improved for sure! Sometimes I feel like there are too many metrics to see.
FolioSpan:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Portseido:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
FolioSpan:

Company Information

FolioSpan
Italy
getfoliospan.com
Portseido:

Company Information

Portseido
Founded: 2021
Thailand
www.portseido.com
FolioSpan:

Alternatives

No Alternatives
Portseido:

Alternatives

Sharesight

Sharesight

4.0 out of 5 stars
Portseido:
OnePortfolio

OnePortfolio

5.0 out of 5 stars
Portseido:
Portseido:
FolioSpan:
Portseido:
FolioSpan:

Categories

Portseido:

Categories

FolioSpan:

Integrations

Koinly Supported
Portseido:

Integrations

Koinly Not Supported
FolioSpan:
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Claim FolioSpan and update features and information
Portseido:
Claim Portseido and update features and information
Claim Portseido and update features and information