The Citi Self Invest portfolio performance tracker
your broker doesn't give you.
Set up Citi Self Invest tracking in 60 seconds and see your real return, your allocation, and every upcoming dividend, in any currency. All in one view, with your other portfolios.
Free to start · Easy to set up · No Citi Self Invest login required.
See your Citi Self Invest portfolio analyzed in 60 seconds.
No plugins. No screen-scraping. Just your CSV.
Open the transactions section in Citi Self Invest, pick your date range, and click Export → CSV.
We detect Citi Self Invest's format automatically. Multi-currency holdings, dividends, and fees are all parsed.
Real return, dividend calendar, and allocation, visible the moment the import finishes.
Am I beating the market, or just depositing more?
Portseido separates your skill from your savings. We compute Time-Weighted Return (TWR), the return your decisions actually produced, alongside Money-Weighted Return (MWR), which includes the effect of your contributions.
Then we benchmark both against S&P 500, NASDAQ, or any index you pick, in your own currency.
See your Citi Self Invest dividend income, month by month.
Every dividend is detected from your import and projected forward. See the calendar by timeframe, by holding, or by currency, plus your projected annual income and how it's growing year over year. Prefer a dedicated dividend-only view? See the Citi Self Invest dividend tracker.
Your full Citi Self Invest allocation, at a glance.
Portseido turns your complete Citi Self Invest portfolio into one clear allocation chart. Slice by holding or asset class, and spot over- and under-weighted areas instantly.
Portseido vs. Citi Self Invest's built-in overview
Use Citi Self Invest to buy. Use Portseido to understand what you bought, and how it's performing.
Built for multi-currency Citi Self Invest portfolios
Hold US, European, and UK stocks in one account? Portseido automatically tracks foreign-exchange effects and consolidates holdings in any currency into a single base currency you choose, so your total return is finally apples-to-apples.
Meet investors who choose Portseido
Investors across 160+ countries track their portfolios with Portseido.
Citi Self Invest questions, answered.
Is my Citi Self Invest data safe?
How often do I need to re-import?
How are currency conversions handled?
See what your Citi Self Invest portfolio is really doing.
Investors across 160+ countries. One CSV. Sixty seconds.
Start for free · No credit card