Finary Alternative for Investment Tracking
Track every investment in one place and see how it really performs. Import straight from your broker, or connect a supported broker for automatic syncing.
- Every cost and currency in your return
- 100+ brokers supported
- Trusted by investors in 160+ countries
Free plan · No credit card required
Why Portseido is the best Finary alternative for investors
Finary brings your whole wealth together, from bank accounts to real estate. Portseido is a portfolio tracker focused on one job: showing how your investments really perform. Portseido puts powerful analytics in an easy-to-use interface, so you can measure your performance against any benchmark, follow every past and upcoming dividend, and see which trades actually made money.
Every cost and currency in your return
Portseido includes price changes, currency effects, dividends, broker fees and withholding taxes in your return automatically, and reports time-weighted and money-weighted return against the MSCI World or any index or ETF, in your own currency.
See which trades actually made money
Portseido scores every trade on its own, whether open, partly sold or closed, with cost basis, total gain, return and holding days. You can see the real return on each position and compare it with the market.
Track past and upcoming dividends in a calendar
Portseido records your dividends automatically and projects upcoming payments, so you can see your dividend income by month, by holding and by currency. For a dividend-only view, see the Portseido dividend tracker.
Portseido vs. Finary
| Finary | Portseido | |
|---|---|---|
| Best for | Seeing your whole net worth, from bank accounts to real estate | In-depth performance analytics for your investments |
| Time-weighted & money-weighted return | No | Yes |
| Benchmark comparison | Yes | Yes |
| Trade analysis | No | Yes |
| Budgeting | Yes | No |
| Dividend tracking & calendar | Yes | Yes |
| Allocation by sector & country | Yes | Yes |
| Goal tracking | Yes | Yes |
| Web & mobile app | Yes | Yes |
Easy to import your portfolio from your broker
Bring your full transaction history to Portseido, dividends included.
Import from your broker
Connect a supported broker to Portseido for automatic syncing, or import your transaction statements from 100+ brokers worldwide. Either way, Portseido gets your complete history, including fees, currency conversions and dividends.
Meet investors who choose Portseido
Investors across 160+ countries track their portfolios with Portseido.
Finary alternative FAQ
Is Portseido a good alternative to Finary?
Yes, if you want in-depth analytics on your investments. Portseido includes every cost and currency in your return, reports time-weighted and money-weighted return against any benchmark, and tracks dividends, allocation and every trade. If you want one app that brings together your bank accounts, real estate and budget, Finary is built for that.
How do I move my portfolio from Finary to Portseido?
The most complete way is to import your transaction history directly from your broker, which includes every fee, currency conversion and dividend. Download the history from each broker you use and upload the files to Portseido, or connect a supported broker for automatic syncing.
Can I use Portseido and Finary together?
Yes. Many investors keep a net worth app for their bank accounts and property and use Portseido for their investment portfolio. Portseido also lets you add custom assets, such as private investments, and track them alongside your stocks, ETFs, funds and crypto.
Is Portseido free?
Portseido has a free plan that covers 100 transactions with every report included. Unlimited transactions start at US$8/month billed annually. See the pricing page for details.
Which brokers does Portseido support?
Portseido imports transaction files from 100+ brokers worldwide, including Trade Republic, DEGIRO, Saxo, eToro, Revolut and XTB. Interactive Brokers and Trading 212 can also sync automatically. See all supported brokers.
Which markets and assets can I track?
Stocks and ETFs from 70+ exchanges worldwide, including the Euronext Paris, XETRA, NYSE and NASDAQ, plus funds, cryptocurrencies and custom assets. You can search for your assets before signing up.
Does Portseido have a mobile app?
Yes. Portseido has a mobile app for iOS and Android, available on the App Store and Google Play. The Portseido app stays in sync with your web account, so you can check your portfolio, performance and dividends anywhere.
Switch from Finary today
Import your history from your broker and see your real return in minutes.
Free plan · No credit card required