Portseido June 2025 Update
What have been released?
We're excited to introduce our new Filtered View feature, giving you more control over how you view and analyze your portfolios.
Filtered View
- Now you have control over which portfolios to display and analyze together on your home dashboard.
- Our new feature transforms how you manage multiple portfolios in Portseido. Instead of viewing all portfolios at once or switching between individual ones, you can now select any combination of portfolios to display together.
Whether you want to compare your growth portfolio with your dividend portfolio, or analyze your US stocks alongside your international holdings, Filtered View gives you the flexibility to create custom views that match your investment strategy.
How to Use Filtered View
- Log-in to your Portseido account and navigate to your home dashboard
- Click on the "Filtered" dropdown next to the "All" tab
- Select the specific portfolios you want to view together
- Click "Apply" to generate your custom filtered view
Your dashboard will now show combined metrics, performance charts, and allocations for your selected portfolios only.
More brokerage supports
- We have added more brokerage support as follow:
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