Yahoo Finance Portfolio Tracking Alternative
Track every investment in one place, across brokers, markets and currencies. Import straight from your broker, or bring your portfolio over from Yahoo Finance in a few minutes.
- Returns calculated from your real trades
- 100+ brokers supported
- Trusted by investors in 160+ countries
Free plan · No credit card required
Why Portseido is the best Yahoo Finance alternative
Portseido is a portfolio tracker built for analysing your own investments, where Yahoo Finance is built around market news and research. Portseido puts powerful analytics in an easy-to-use interface, so you can see everything about your investments at a glance. Measure your real performance against any benchmark, follow every past and upcoming dividend, and know whether your portfolio is on pace to reach your financial goals.
Returns that reflect your real trades
Yahoo Finance calculates portfolio performance as if you bought and held, with the portfolio fully invested. Portseido calculates time-weighted and money-weighted return from your actual buys, sells and deposits, and benchmarks both against the S&P 500 or any index or ETF, in your own currency.
More analytics, simpler interface
Get more of your portfolio questions answered with Portseido, from which sectors and countries your portfolio depends on to which trades actually made money, all at a glance on one simple dashboard.
Track dividends and currency effects automatically
Portseido records your dividends automatically, projects upcoming payments, and converts holdings in any currency into your base currency, including the effect of exchange rates on your return. For a dividend-only view, see the Portseido dividend tracker.
Portseido vs. Yahoo Finance: portfolio tracking
| Yahoo Finance | Portseido | |
|---|---|---|
| Built for | Market news & research | Portfolio tracking & analysis |
| Performance calculation | Assumes buy and hold | From your actual trades |
| Time-weighted return (TWR) | Yes | Yes |
| Money-weighted return (MWR) | No | Yes |
| Automatic dividend tracking | Yes | Yes |
| Link or import from your broker | Yes | Yes |
Easy to import or migrate from Yahoo Finance
Bring your full transaction history to Portseido, dividends included.
Import from your broker
Connect a supported broker to Portseido for automatic syncing, or import your transaction statements from 100+ brokers worldwide. Either way, Portseido gets your complete history, including fees, currency conversions and dividends.
How to migrate from Yahoo Finance to Portseido
- 01In Yahoo Finance, open My Portfolio and select the portfolio you want to move.
- 02Click Export to download the portfolio as a CSV file.
- 03Upload the CSV to Portseido. Portseido adds dividends and splits automatically.
Meet investors who choose Portseido
Investors across 160+ countries track their portfolios with Portseido.
Yahoo Finance alternative FAQ
Is Portseido a good alternative to Yahoo Finance portfolios?
Yes, if you want to analyse your own investments rather than follow market news. Portseido calculates returns from your actual trades, shows time-weighted and money-weighted return against any benchmark, and tracks dividends and allocation in one clean interface.
How do I move my portfolio from Yahoo Finance to Portseido?
The most complete option is to import the transaction export from your broker, which includes every fee, currency conversion and dividend. You can also export your portfolio from Yahoo Finance: open My Portfolio, select the portfolio, click Export to download a CSV file, and upload it to Portseido.
How is Portseido's performance calculation different from Yahoo Finance?
Yahoo Finance calculates a time-weighted return that assumes a buy-and-hold strategy and a fully invested portfolio. Portseido calculates both time-weighted return (TWR) and money-weighted return (MWR) from your actual buys, sells, deposits and withdrawals, so the result reflects what really happened in your account.
Is Portseido free?
Portseido has a free plan that covers 100 transactions with every report included. Unlimited transactions start at US$8/month billed annually. See the pricing page for details.
Which brokers does Portseido support?
Portseido imports transaction files from 100+ brokers worldwide, including Charles Schwab, Trading 212, Wealthsimple, Fidelity, AJ Bell, Questrade, Robinhood and Freetrade. Interactive Brokers and Trading 212 can also sync automatically. See all supported brokers.
Which markets and assets can I track?
Stocks and ETFs from 70+ exchanges worldwide, including the NYSE, NASDAQ, LSE and TSX, plus funds, cryptocurrencies and custom assets. You can search for your assets before signing up.
Does Portseido have a mobile app?
Yes. Portseido has a mobile app for iOS and Android, available on the App Store and Google Play. The Portseido app stays in sync with your web account, so you can check your portfolio, performance and dividends anywhere.
Migrate from Yahoo Finance today
Import from your broker or from Yahoo Finance, and see your real return in minutes.
Free plan · No credit card required