Portseido Jan 2025 Update
What have been released?
Introducing The New Feature...
Custom Asset Manager
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We've made it easier than ever to track a wider range of assets, going beyond traditional stocks and bonds with Custom Asset Manager.
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Now you can seamlessly manage and monitor the value of your real estate, vehicles, collectibles (like art, musical instruments, watches), luxury goods, NFTs, and anything else you consider an asset.
How to use Custom Asset Manager?
Here's how it works in 3 easy steps:
- Add Custom Assets: Define your unique assets with tickers, names, and currencies.
- Add Transactions: Record your buy and sell transactions for accurate tracking.
- Update Prices: Keep your portfolio current by easily updating the value of your assets.
What's next after adding Custom Assets?
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Custom assets added through the Custom Asset Manager will be seamlessly integrated into your Portseido portfolio. You can view on the Homepage, Allocation Page or Performance Page just like your other investments.
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Analytics also works the same way with other investments. Hence, with this feature, you will be able to answer question such as what would be the return of this asset when compared to the S&P500 index.
More brokerage supports - We have added more brokerage support as follow:
What to be released in 2025?
Things we are working on... It won't be long!
- Brokerage Connection
Our priority is your financial goals and we are dedicated to building the right tool for you to achieve that. Thank you for allowing Portseido to be part of your financial journey.
Happy Investing!
The Portseido Team