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For City National Bank investors

The City National Bank portfolio performance tracker

your broker doesn't give you.

Works withCity National Bank

Set up City National Bank 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.

160+
countries
EUR · USD · GBP
multi-currency portfolios

Free to start · Easy to set up · No City National Bank login required.

City National Bank portfolio dashboard in Portseido showing performance, time-weighted return and dividend forecast

See your City National Bank portfolio analyzed in 60 seconds.

No plugins. No screen-scraping. Just your CSV.
01 Export from City National Bank
Export your transactions from City National Bank as a CSV file

Open the transactions section in City National Bank, pick your date range, and click Export → CSV.

02 Drop the file into Portseido
Drop your City National Bank CSV into Portseido

We detect City National Bank's format automatically. Multi-currency holdings, dividends, and fees are all parsed.

03 Get answers, not spreadsheets
Imported City National Bank portfolio summary in Portseido with daily and all-time returns

Real return, dividend calendar, and allocation, visible the moment the import finishes.

01 · True performance

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.

Quarterly City National Bank portfolio return vs S&P 500, time-weighted, in Portseido
02 · Dividend calendar

See your City National Bank 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 City National Bank dividend tracker.

Monthly City National Bank dividend income, received and upcoming, in Portseido
03 · Allocation

Your full City National Bank allocation, at a glance.

Portseido turns your complete City National Bank portfolio into one clear allocation chart. Slice by holding or asset class, and spot over- and under-weighted areas instantly.

Portfolio allocation
City National Bank portfolio allocation donut chart in Portseido
04 · Why not just use City National Bank's overview?

Portseido vs. City National Bank's built-in overview

City National Bank overview
Portseido
True return (TWR & MWR)
Benchmark vs your preferred index (S&P 500, NASDAQ…)
Forward-looking dividend calendar
Multi-portfolio & multi-broker
Rebalancing calculator
Place trades

Use City National Bank to buy. Use Portseido to understand what you bought, and how it's performing.

05 · Multi-currency

Built for multi-currency City National Bank 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.

Read-only CSV import
We never see your City National Bank password
Delete your data in one click

Meet investors who choose Portseido

Investors across 160+ countries track their portfolios with Portseido.

City National Bank questions, answered.

Is my City National Bank data safe?
Portseido only reads the CSV file you choose to upload. We never have access to your City National Bank account, password, or any trading API. You can delete your data in one click.
How often do I need to re-import?
Depends on how up-to-date you prefer. In most cases, once a month is enough. Prices update daily, automatically. Only new trades, dividends, and fees need a fresh CSV export.
How are currency conversions handled?
Portseido automatically tracks the foreign-exchange effect on your holdings and consolidates everything into the base currency you choose, so your total return is consistent across markets.

See what your City National Bank portfolio is really doing.

Investors across 160+ countries. One CSV. Sixty seconds.

Start for free · No credit card

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