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Portseido Oct 2024 Update

Product Update Oct 2024

What have been released?

Introducing The New Feature...

Portfolio Rebalance Calculator

Rebalance Calculator

  • Do you feel your portfolio allocation proportion feels off?
  • Not sure where to start with the adjustments?

Our Rebalance Calculator in the Tools section is just right for you!

Visualize potential changes and see how they can bring your portfolio to the ideal balance. Start using it now and make informed investment decisions effortlessly.

How to use the Rebalance Calculator?

How To Use Rebalance Calculator

  1. Log-in to your Portseido account and Go to Rebalance Menu
  2. Change the Target Allocation for your assets. Make sure Sum Target Allocation is add up to 100%.
  3. View the results. The table will show how to rebalance your portfolio.

More brokerage supports - We have added more brokerage support as follow:

Brokerage Aug 2024

What to be released in Oct 2024?

Things we are working on... It won't be long!

  • Custom Asset
  • Brokerage Connection

It's our goal to improving our tools to meet your needs to reach your financial goals. We are grateful you have chosen us as your partner in your journey. And thank you for choosing Portseido.

Happy Investing!

The Portseido Team