Statfolio is an advanced online platform designed for individuals and professionals seeking a comprehensive solution to track and analyze their stock and ETF investments. By leveraging powerful analytics, users can easily visualize performance trends, receive daily updates on prices and dividends, and gain actionable insights into their portfolios. Statfolio enables the manual entry or import of orders, then automatically aggregates data to provide diverse reports at the holding, sector, industry, and portfolio levels.

The platform supports a wide array of global stock exchanges and multiple currencies, offering time-based charts, historical performance analysis, and insightful segmentations. Users can identify underperforming assets, understand diversification, spot sector rotations, and manage portfolios spanning multiple brokers. Statfolio empowers investors to make informed financial decisions by delivering depth, clarity, and flexibility in portfolio analysis.

Passiv empowers investors to automate their portfolio management directly through their brokerage accounts. Users can set their target allocations and Passiv efficiently handles rebalancing, investment automation, and progress tracking. With AI-powered alerts and streamlined one-click trades, it eliminates the manual effort of keeping portfolios aligned with personal investment strategies.

The platform also features comprehensive reporting tools, providing insights into dividends, earnings, and other metrics not typically available through brokerages. Passiv is designed to ensure security and ease of use, catering to both beginner and experienced investors seeking efficient, hands-off portfolio management.