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For Interactive Investor investors

The Interactive Investor portfolio performance tracker

your broker doesn't give you.

Works withInteractive Investor

Set up Interactive Investor 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 Interactive Investor login required.

Interactive Investor portfolio dashboard in Portseido showing performance, time-weighted return and dividend forecast

See your Interactive Investor portfolio analyzed in 60 seconds.

No plugins. No screen-scraping. Just your CSV.
01 Export from Interactive Investor
Export your transactions from Interactive Investor as a CSV file

Open the transactions section in Interactive Investor, pick your date range, and click Export → CSV.

02 Drop the file into Portseido
Drop your Interactive Investor CSV into Portseido

We detect Interactive Investor's format automatically. Multi-currency holdings, dividends, and fees are all parsed.

03 Get answers, not spreadsheets
Imported Interactive Investor 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 Interactive Investor portfolio return vs S&P 500, time-weighted, in Portseido
02 · Dividend calendar

See your Interactive Investor 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 Interactive Investor dividend tracker.

Monthly Interactive Investor dividend income, received and upcoming, in Portseido
03 · Allocation

Your full Interactive Investor allocation, at a glance.

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

Portfolio allocation
Interactive Investor portfolio allocation donut chart in Portseido
04 · Why not just use Interactive Investor's overview?

Portseido vs. Interactive Investor's built-in overview

Interactive Investor 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 Interactive Investor to buy. Use Portseido to understand what you bought, and how it's performing.

05 · Multi-currency

Built for multi-currency Interactive Investor 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 Interactive Investor password
Delete your data in one click

Meet investors who choose Portseido

Investors across 160+ countries track their portfolios with Portseido.

Interactive Investor questions, answered.

Is my Interactive Investor data safe?
Portseido only reads the CSV file you choose to upload. We never have access to your Interactive Investor 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 Interactive Investor portfolio is really doing.

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

Start for free · No credit card

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