For Wells Fargo investors

The Wells Fargo portfolio performance tracker

your broker doesn't give you.

Works with

Set up Wells Fargo 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 Wells Fargo login required.

Wells Fargo portfolio dashboard in Portseido showing performance, time-weighted return and dividend forecast

See your Wells Fargo portfolio analyzed in 60 seconds.

No plugins. No screen-scraping. Just your CSV.

01 Export from Wells Fargo

Export your transactions from Wells Fargo as a CSV file

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

02 Drop the file into Portseido

Drop your Wells Fargo CSV into Portseido

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

03 Get answers, not spreadsheets

Imported Wells Fargo 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 Wells Fargo portfolio return vs S&P 500, time-weighted, in Portseido

02 · Dividend calendar

See your Wells Fargo 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 Wells Fargo dividend tracker.

Monthly Wells Fargo dividend income, received and upcoming, in Portseido

03 · Allocation

Your full Wells Fargo allocation, at a glance.

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

Portfolio allocation

04 · Why not just use Wells Fargo's overview?

Portseido vs. Wells Fargo's built-in overview

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

05 · Multi-currency

Built for multi-currency Wells Fargo 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 Wells Fargo password

Delete your data in one click

Meet investors who choose Portseido

Investors across 160+ countries track their portfolios with Portseido.

Wells Fargo questions, answered.

Is my Wells Fargo data safe?

Portseido only reads the CSV file you choose to upload. We never have access to your Wells Fargo 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.