The Merrill Edge portfolio performance tracker
your broker doesn't give you.
Set up Merrill Edge 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 Merrill Edge login required.
See your Merrill Edge portfolio analyzed in 60 seconds.
No plugins. No screen-scraping. Just your CSV.
Open the transactions section in Merrill Edge, pick your date range, and click Export → CSV.
We detect Merrill Edge'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 Merrill Edge 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 Merrill Edge dividend tracker.
Your full Merrill Edge allocation, at a glance.
Portseido turns your complete Merrill Edge portfolio into one clear allocation chart. Slice by holding or asset class, and spot over- and under-weighted areas instantly.
Portseido vs. Merrill Edge's built-in overview
Use Merrill Edge to buy. Use Portseido to understand what you bought, and how it's performing.
Built for multi-currency Merrill Edge 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.
Merrill Edge questions, answered.
Is my Merrill Edge data safe?
How often do I need to re-import?
How are currency conversions handled?
See what your Merrill Edge portfolio is really doing.
Investors across 160+ countries. One CSV. Sixty seconds.
Start for free · No credit card