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For TD Ameritrade investors

The TD Ameritrade portfolio performance tracker

your broker doesn't give you.

Works withTD Ameritrade

Set up TD Ameritrade 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 TD Ameritrade login required.

TD Ameritrade portfolio dashboard in Portseido showing performance, time-weighted return and dividend forecast

See your TD Ameritrade portfolio analyzed in 60 seconds.

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

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

02 Drop the file into Portseido
Drop your TD Ameritrade CSV into Portseido

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

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

See your TD Ameritrade 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 TD Ameritrade dividend tracker.

Monthly TD Ameritrade dividend income, received and upcoming, in Portseido
03 · Allocation

Your full TD Ameritrade allocation, at a glance.

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

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

Portseido vs. TD Ameritrade's built-in overview

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

05 · Multi-currency

Built for multi-currency TD Ameritrade 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 TD Ameritrade password
Delete your data in one click

Meet investors who choose Portseido

Investors across 160+ countries track their portfolios with Portseido.

TD Ameritrade questions, answered.

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

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

Start for free · No credit card

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