Portview
Portview is a portfolio tracking and analytics web app that brings every brokerage account and asset class into one dashboard. It shows real returns after dividends, fees and currency effects, with allocation breakdowns, dividend tracking, trade analysis against benchmarks, and rebalancing and goal planning.
Key facts
What is Portview?
See your true investment performance across all accounts — after fees, taxes and dividends — instead of the price change your broker shows.
Who is Portview best for?
Self-directed retail investors and DIY portfolio managers with multiple brokerage accounts
Does Portview have a free plan?
According to official sources, a free plan is available.
What are its main limitations?
- Pro and Unlimited plan prices are not displayed in the provided pricing text
- Access is currently gated behind a waitlist
- Market data may be delayed, and Portview is not a broker-dealer or investment adviser
- Free plan is limited to 1 portfolio and 50 transactions
Limitations are based on product materials or editorial synthesis; confirm on the official site.
When was this information verified?
October 17, 2026
Sources
- Official homepageofficial homepage · Oct 17, 2026
Key features
- ✓Unified net worth dashboard that aggregates every account and asset class
- ✓Allocation breakdown by asset class, currency, sector and region, with ETFs broken into their real exposure
- ✓Performance measurement using TWR, MWR or simple returns, after fees, taxes and dividends
- ✓Dividend tracking including DRIP, plus projection of future income
- ✓Trade analysis showing how every open or closed trade performs against a benchmark
- ✓Benchmarking (S&P 500 plus custom benchmarks), CPI adjustment and 'if invested in SPY' comparisons
- ✓CSV import/export, Google Sheets sync and custom assets
- ✓Portfolio rebalancing and goal & retirement planning on paid plans
Use cases
- →Consolidating holdings from several brokers into a single net-worth view
- →Measuring real returns after fees, taxes and dividends rather than raw price change
- →Checking true ETF exposure across sectors, regions and currencies
- →Projecting future dividend income and tracking DRIP activity
- →Evaluating individual trades against a benchmark such as the S&P 500
- →Rebalancing a portfolio and planning toward retirement goals
Pricing
Free
$0/month
- · 1 portfolio
- · 50 transactions
- · Custom assets
- · Custom benchmarking
- · Google Sheets sync
Pro
Billed yearly (price not shown)
- · 1 portfolio
- · 200 transactions
- · Custom assets
- · Custom benchmarking
- · Google Sheets sync
Unlimited
Billed yearly (price not shown)
- · Unlimited portfolios
- · Unlimited transactions
- · Custom assets
- · Custom benchmarking
- · Google Sheets sync
Free plan at $0/month forever; Pro and Unlimited are billed yearly with a 20% yearly discount, but their prices are not shown in the provided text.
Pros
- +Free tier available forever at $0/month with one portfolio and 50 transactions
- +Returns are calculated after fees, taxes and dividends, using TWR, MWR or simple returns
- +Multi-currency portfolios, global data coverage and ETF look-through allocation
- +Import options include CSV import/export and Google Sheets sync
Cons
- −Pro and Unlimited plan prices are not displayed in the provided pricing text
- −Access is currently gated behind a waitlist
- −Market data may be delayed, and Portview is not a broker-dealer or investment adviser
- −Free plan is limited to 1 portfolio and 50 transactions
Positioning
- Core value: See your true investment performance across all accounts — after fees, taxes and dividends — instead of the price change your broker shows.
- Ideal for: Self-directed retail investors and DIY portfolio managers with multiple brokerage accounts
Frequently asked questions
What is Portview?
Portview is a portfolio tracking and analytics tool that brings every account and asset class into one dashboard and measures returns after fees, taxes and dividends.
How much does Portview cost?
The Free plan is $0/month forever with 1 portfolio and 50 transactions. Pro (1 portfolio, 200 transactions) and Unlimited (unlimited portfolios and transactions) are billed yearly, with a 20% discount for yearly billing, but their prices are not displayed in the provided text.
Is Portview free?
Yes. Portview lists a Free tier at $0/month, limited to 1 portfolio and 50 transactions.
Can I import my existing transactions?
Portview lists CSV import/export and Google Sheets sync, along with custom assets, across its plans.
How does Portview calculate performance?
Performance can be measured with TWR, MWR or simple returns, after fees, taxes and dividends, and compared against the S&P 500 or custom benchmarks.
Is Portview available now?
The site currently invites visitors to join a waitlist to be emailed when it is ready. Portview states it is a portfolio tracking and analytics tool, not a broker-dealer or investment adviser.
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