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CAD · US · multi-currency

Canada Portfolio Tracker

Every broker and asset class in one view, valued in CAD.

Portseido brings your holdings across global markets into a single portfolio, converts everything to CAD, and shows the return you actually earned — not just what each broker reports on its own slice.

  • See your real return in CAD
  • Track dividends and upcoming payments
  • Benchmark against any index or ETF

Free to start · no credit card required.

Canada portfolio tracker dashboard consolidating brokers in CAD

One portfolio tracker for Canadian investors

Hold assets at more than one broker? Portseido consolidates them into one portfolio, so your allocation, dividends and performance are measured across everything you own rather than one account at a time.

150,000+
Assets
70+
Exchanges
100+
Brokers supported
Why not just a spreadsheet?

What a CAD spreadsheet stops being able to tell you

Spreadsheet
Portseido
Every broker consolidated in one view
Every holding valued in CAD
Prices update themselves
Splits and mergers handled
True return (TWR & MWR), not just balance
Dividend calendar

Keep the spreadsheet for notes. Let Portseido do the tracking.

01 · Consolidated view

Every broker in one portfolio

Import from each broker you use and Portseido merges them into one set of holdings, valued in CAD. One allocation chart, one return figure, one dividend calendar.

Consolidate my portfolio
Consolidated Canada portfolio summary across multiple brokers
02 · Real return

Am I beating the market, or just adding money?

Deposits inflate a balance without improving performance. Portseido separates the two with time-weighted and money-weighted return, then benchmarks the result against any index or ETF you choose.

Measure my return
Canada portfolio performance measured against a benchmark
03 · Dividends

Know what is arriving, and when

Portseido tracks dividend income per holding, shows yield on cost against what you actually paid, and lays out upcoming payments on a calendar — converted to CAD.

Track my dividends
Dividend calendar for a Canada portfolio
Consolidate your Canada brokers
Questrade portfolio trackerRBC Direct Investing portfolio trackerWealthsimple portfolio trackerCharles Schwab portfolio trackerInteractive Brokers portfolio trackerFidelity portfolio trackerRobinhood portfolio trackerTrade Republic portfolio tracker

Meet investors who choose Portseido

Investors across 160+ countries track their investments with Portseido.

Canada portfolio tracking, answered.

Does Portseido support global markets?
Yes. Portseido covers stocks from 70+ exchanges, plus ETFs, funds, cryptocurrencies and custom assets, so a portfolio spanning global markets sits in one place.
Can I track everything in CAD?
Yes. Choose CAD as your base currency and Portseido converts every holding and transaction to it, using the exchange rate on each transaction's own date so currency movement does not get mistaken for investment performance.
Do I have to connect my broker account?
No. You can upload a statement or CSV export from your broker, or enter transactions manually. Broker connections are an option, not a requirement, and Portseido never needs your broker password.
Is there a free plan?
Yes. Portseido has a free plan, and paid features come with a 14-day trial that does not need a credit card.
Which Canadian brokers can I import from?

Portseido reads statement and CSV files from major brokers used in Canada and worldwide — DEGIRO, Trading 212, TD Ameritrade, Charles Schwab, M1 Finance, Fidelity, Freetrade, Interactive Brokers, Hellostake, Questrade, Vanguard, Nabtrade, Zerodha, Selfwealth, Revolut, RBC Direct, XTB, City National Bank, eToro, Webull, E*TRADE, SAXO, JP Morgan Chase, Firstrade, FlowBank, Superhero, Robinhood, Raiz, SoFi, CMC Markets, DriveWealth, Lightyear, TIAA, LHV, Sharesies, LYNX, TradeStation, Merrill Edge, National Bank Direct Brokerage, Justwealth, Invest Engine, CommSec, Avanza, Nordnet, Moomoo, Tiger Brokers, InnovestX, Bell Direct, Freedom24, Portu, Groww, Desjardins, Bux, Wealthsimple, Trade Republic, Citi Self Invest, Swissquote, Directa, BMO, Qtrade, Scalable Capital, Hatch Invest, Pearler, Interactive Investor, TradeVille, Patria Finance, Ally Invest, tastytrade, finanzen.net ZERO, FFB, Westpac, True Wealth, betashares, Morgan Stanley, Fineco Bank, Wells Fargo, ICICI Direct, AJ Bell, Guotai Haitong, KLP, Kasikorn Securities, Balanz, K&H, FSM One, Pareto, BNP Paribas, Vested Finance, Relai, Futu, Longbridge, Alpaca, Exante, Mox Invest, Monex, CIBC Investor's Edge, Montrose, CMB Wing Lung Bank, Smartbroker, Stockbit, Evelyn Partners, KKP Dime, Moneyfarm, StashAway, Mont Avenir. Don't see yours? Send us a request and we'll look at supporting it.

See what your Canada portfolio is really doing.

Investors across 160+ countries track their portfolios with Portseido.

Free to start · no credit card required.