Statfolio VS Passiv

Statfolio Pricing

Passiv Pricing

Statfolio

• Automatic Aggregation: Aggregates entered or imported orders for seamless holdings tracking.
• Insightful Reports: Generates reports at order, holding, industry, sector, and portfolio levels.
• Time-Based Analytics: Visualizes portfolio performance over time with historical charts.
• Diversification Analysis: Assesses portfolio composition by sector and industry.
• Daily Updates: Provides daily price and dividend updates across supported holdings.
• Cross-Broker Tracking: Allows tracking of portfolios from multiple brokers in one place.
• Multi-Currency Support: Supports major global currencies for investment tracking.
• Segmented Insights: Enables in-depth analysis from portfolio to individual order.

Passiv

• One-Click Rebalancing: Instantly bring your portfolio back to your target allocation.
• Smart Alerts: Receive notifications when portfolio adjustments are needed.
• Multiple Account Management: Seamlessly manage and rebalance across several accounts.
• Automated Investment Management: Execute trades automatically according to your desired model.
• Detailed Reporting: Access advanced insights on dividends, earnings, and portfolio performance.

Statfolio Use Cases

• Tracking and analyzing personal stock and ETF investments.
• Comparing performance across different markets and currencies.
• Identifying underperforming holdings and sectors for rebalancing.
• Spotting sector rotations and diversifying investments.
• Generating reports for accounting or regulatory compliance.
• Evaluating the impact of dividends and corporate actions on portfolios.
• Researching new investment opportunities through industry analysis.

Passiv Use Cases

• Automating routine rebalancing for diversified investment portfolios.
• Tracking portfolio performance with comprehensive metrics.
• Managing multiple brokerage accounts in one unified dashboard.
• Receiving automated alerts to act quickly on investment opportunities.
• Streamlining the reinvestment of cash and dividends.

Statfolio FAQs

• Who is Statfolio intended for?

  Statfolio is suitable for retail investors, professional investors, accountants, and portfolio managers seeking to better understand and analyze their financial investments.
• Which stock exchanges can Statfolio track?

  Statfolio supports stocks and ETFs listed on exchanges such as NASDAQ, NYSE, BATS, LSE, XETRA, FRA, PAR, TSX, TSXV, ASX, NSE, and selected OTC stocks.
• What currencies are supported for portfolio tracking?

  Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.
• How does Statfolio aggregate investment data?

  Orders are added manually or imported, aggregated into holdings, which then roll up into industries, sectors, and entire portfolios for detailed multi-level analysis.
• How are portfolio updates handled in Statfolio?

  Users can add buy or sell transactions, and Statfolio automatically records related dividends, share splits, and other corporate actions for accurate portfolio updates.

Passiv FAQs

• What brokerages does Passiv support?

  Passiv connects with a variety of popular brokerages and continues to expand support for additional platforms.
• How does Passiv keep my data secure?

  Passiv uses the latest security technologies and strict processes to safeguard user data, ensuring continuous monitoring and protection.
• Can Passiv help track dividends and cash flow?

  Yes, Passiv provides advanced reporting, including insights into dividends and other earnings not typically available from brokerages.
• Is there a money-back guarantee for subscriptions?

  Yes, Passiv offers a 100% money-back guarantee if you are not satisfied with the service.

Uptime Monitor

Uptime Monitor