Portfolio Terminal
Free plan · From $9/moActively maintained
- Is it safe? We have not read the data policy of Portfolio Terminal yet. Read it on the official site before you upload anything.portfolio-terminal.com ↗
- Is it free? Free plan · From $9/mo · pricing page, read Nov 1, 2026See ↓
- What else does this?
Evoosurvey
Drazel
CodesiftfreeSee ↓
not read yet
Use
- For
- Long-term investors combining holdings from several brokers into one private portfolio view
- Price
- Free plan · From $9/mopricing page, read Nov 1, 2026Trial & discounts: save 20% yearly
- Activity
- Actively maintainedrelease 5 weeks ago · site updated 2 days ago
- Used for
- compare overlap between two ETFs' underlying stocks
- convert fund fees into yearly dollar amounts
- split next deposit toward a target allocation
- Has an MCP server (1 in the registry)public registry →
- Publishes llms.txt, a file written for AI assistantsportfolio-terminal.com ↗
Free plan · From $9/mo
Trial & discounts save 20% yearly
- MCP servercom.portfolio-terminal/portfolio-terminalverified in the MCP registry
- Stateanswers, 10 toolschecked 2026-11-01
- Address to connectportfolio-terminal.com/api/mcp
- MCP docsportfolio-terminal.com/mcpthe vendor's page ↗
This card as JSON, for your agent →
Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.
Figure and bar: visits/mo, estimate · year: online since
- #1
Evoosurvey
Codes open-ended survey responses and moderates qualitative research interviews using AI.
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Mines App Store reviews for complaint clusters and OCRs competitor screenshots to rank rising AI apps by review velocity.
34 linking domainsActiveFrom $19/mo - #3
Codesift
Assigns codes and themes to open-ended survey responses using AI, priced by data volume.
EmergingFree plan - #4
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Counts fixtures and runs from plan sheets in the browser and prices the bid for electrical and low voltage contractors.
Little sign of useActiveFrom $83/user/mo - #5
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Extracts trade ideas from YouTube, Reddit, X and Substack and scores the authors' recorded calls by return.
Little sign of useActive
Not it? Say what you need
betaThree tools from the Atlas for the job you describe, each with what fits and what does not.
No notes yet. What do you use Portfolio Terminal for?
Sign in to leave a noteWhat is Portfolio Terminal?
Imports broker statements and screenshots, then measures holdings against a target mix, flags overlapping ETF stocks and converts fund fees to dollars. It is listed in the Atlas under Productivity.
Who is Portfolio Terminal for?
Long-term investors combining holdings from several brokers into one private portfolio view
How much does Portfolio Terminal cost?
Portfolio Terminal has a free plan; paid plans start at $9/mo, per its pricing page on 2026-11-01.
Is Portfolio Terminal free?
Yes, Portfolio Terminal has a free plan, per its pricing page on 2026-11-01.
Is Portfolio Terminal still maintained?
Actively maintained: release 5 weeks ago · site updated 2 days ago.
What are alternatives to Portfolio Terminal?
In Productivity, by use: Evoosurvey, Drazel, Codesift, TakeOn, Buzzberg.
How we read a tool
No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.
- Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
- Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
- Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
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