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Portseido May 2025 Update

Product Update May 2025

What have been released?

We're excited to introduce a new feature to make it easier for you to share your portfolio...

Chart Sharing

allocation sharing

  • Our new feature gives you complete control over how you present your portfolio allocation. Customize your charts with different grouping options - organize by industry, sector, asset class, country, region, or market.

  • Choose between different chart styles including Pie Chart Only, Summary, or Full Details that fits your need!

How to Share Your Charts?

chartsharing

  1. Log-in to your Portseido account and Go to Allocation Page.
  2. Click Share button on the top right corner.
  3. Select your preferred groupings (Industry, Sector, Asset Class, etc.)
  4. Choose your display preset (Pie Chart Only, Summary, or Full Details)
  5. Click "Export Image" to generate your shareable chart
  6. Share the image directly with your network

What to be released in 2025?

The following are in our backlog to improve Portseido for investors like you!

  • Brokerage Connection
  • Referrals

We hope that our tool is helping you reaching your financial goals. And thank you for choosing Portseido for your investment journey.

Happy Investing!

The Portseido Team