Portseido July 2025 Update

What has been released?

We're excited to introduce two powerful new metrics to help you analyze your individual holdings more effectively!

Total & Annualized Return

• See Your True Investment Performance with Total Return & Annualized Return

• Total Return uses Money-Weighted Return (MWR) calculation and includes unrealized gains, realized gains, dividends, and fees - giving you the full picture of how each investment has truly performed.

The Annualized Return metric helps you compare performance across different time periods and holdings.

Why These Metrics Matter:

These new columns are especially valuable for analyzing dividend-paying assets. Traditional unrealized return calculations don't include dividend payments, which means you might miss the true performance of income-generating investments like dividend stocks or ETFs. Now you can compare these assets with their peers when everything is included in the calculation.

Now you can access under the Gain/Breakdown section.

More brokerage supports

• We have added more brokerage support as follow:

What to be released in 2025?

Here are some of the improvements we have planned to make Portseido even better for investors like you:

• Brokerage Connection
• Referrals

We hope Portseido is helping you achieve your financial goals. Thank you for choosing Portseido to be part of your investment journey.

Happy Investing!

The Portseido Team