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ISA · SIPP · GIA · multi-currency

UK Portfolio Tracker for ISA, SIPP and GIA

Every account wrapper in one view, valued in GBP.

Most UK investors hold a Stocks and Shares ISA, a SIPP and a general investment account, often at different providers. Portseido brings them into one portfolio so your allocation, dividends and real return cover everything you own rather than one wrapper at a time.

  • ISA, SIPP and GIA in one view
  • Every provider consolidated
  • Benchmark against the FTSE or any index

Free to start · no credit card required.

UK portfolio tracker dashboard consolidating brokers in GBP

One view across every wrapper you hold

An ISA at one provider, a SIPP at another and a GIA somewhere else gives you three partial pictures and no total. Portseido merges them, so you can see your true allocation and whether your selections are actually beating a plain index fund.

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

What a GBP spreadsheet stops being able to tell you

Spreadsheet
Portseido
ISA, SIPP and GIA combined
Several providers in one portfolio
Every holding valued in GBP
Prices update themselves
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 GBP. One allocation chart, one return figure, one dividend calendar.

Consolidate my portfolio
Consolidated UK 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
UK 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 GBP.

Track my dividends
Dividend calendar for a UK portfolio
Consolidate your UK brokers
Trading 212 portfolio trackerRevolut portfolio trackerInteractive Investor portfolio trackerDEGIRO portfolio trackerCharles Schwab portfolio trackerXTB portfolio trackerFidelity portfolio trackerInteractive Brokers portfolio tracker

Meet investors who choose Portseido

Investors across 160+ countries track their investments with Portseido.

UK portfolio tracking, answered.

Can I track my ISA, SIPP and GIA together?
Yes. Import the transactions from each account and Portseido merges them into one portfolio, so your allocation and return cover every wrapper at once. On the Pro plan you can also keep each wrapper as its own portfolio and switch between them; the free and Plus plans hold a single portfolio.
Does Portseido calculate my ISA allowance or capital gains tax?
No. Portseido tracks what you hold, what you paid and what it has returned. It does not track your annual ISA subscription limit, calculate capital gains tax, or produce tax filings, and it does not give investment advice.
Can I hold US shares in the same portfolio?
Yes. Set GBP as your base currency and Portseido converts every holding at the rate on its own transaction date, so a US position sits alongside your LSE holdings without currency movement being mistaken for investment performance.
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 UK brokers can I import from?

Portseido reads statement and CSV files from major brokers used in UK 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. Trading 212 and Interactive Brokers can also sync automatically through a read-only connection. Don't see yours? Send us a request and we'll look at supporting it.

See what your UK portfolio is really doing.

Investors across 160+ countries track their portfolios with Portseido.

Free to start · no credit card required.