A Four-Year Review of Portseido
Do you ever worry about a 3rd party having access to all your accounts or them getting hacked and breaching your accounts some how?
They don’t have access to my accounts. As I have multiple brokers, I use the upload template.
Thanks. Perhaps I’ll take a shot at the free version with one account to get a feel for it.
Does it incorporate your entire brokerage history upon connecting to the API (I assume that's how you plug in the data)?
Yes, as long as you select full history when exporting for the first time.
Does it link with Schwab for automatic portfolio tracking??
I don't have Schwab so I don't know but you can check on their website, they list all the brokers they integrate with.
Yes I checked but it says you need to upload the portfolio file manually. This method is outdated and a big hassle. What method do you use to link your account?
I use the upload file because my investments are across more than one broker.
Do you ever worry about a 3rd party having access to all your accounts or them getting hacked and breaching your accounts some how?
They don’t have access to my accounts. As I have multiple brokers, I use the upload template.
Thanks. Perhaps I’ll take a shot at the free version with one account to get a feel for it.
Does it incorporate your entire brokerage history upon connecting to the API (I assume that's how you plug in the data)?
Yes, as long as you select full history when exporting for the first time.
Does it link with Schwab for automatic portfolio tracking??
I don't have Schwab so I don't know but you can check on their website, they list all the brokers they integrate with.
Yes I checked but it says you need to upload the portfolio file manually. This method is outdated and a big hassle. What method do you use to link your account?
I use the upload file because my investments are across more than one broker.