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About

At InvestAlert, we believe in empowering retail investors by making investment tools accessible to everyone, presenting them in a clear, digestible way, and promoting fair access across all areas of society. Our business model contributes to leveling the playing field across all levels of financial experience while responding to calls from regulators to develop lower-cost, automated tools that allow retail investors to understand the risks they are taking and select suitable investments. Our solution combines the highest human expertise with the power of artificial intelligence to provide a comprehensive investment analysis for all market segments. Our vision is to transform retail investment by providing comprehensive, affordable, and reliable investment risk analysis fully tailored to each individual portfolio.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Retail investors in need of a tool that helps protect their investments

Audience

Retail investors, Investors, Finance

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$8 per month
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

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

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.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InvestAlert
Founded: 2022
United Kingdom
www.investalert.ai

Company Information

Portseido
Founded: 2021
Thailand
www.portseido.com

Alternatives

Alternatives

Atom

Atom

Atom Finance

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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