Statfolio VS Stonksfolio

Statfolio Pricing

Stonksfolio 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.

Stonksfolio

• Portfolio Visualization: Visualize historical performance across multiple investment platforms.
• Holdings Tracking: Monitor daily value changes and overall returns of all holdings.
• Detailed Asset Breakdown: Analyze portfolios by asset class, sector, region, and market cap.
• Rebalancing Tools: Calculate contributions needed to maintain target allocation and rebalance portfolios.
• Multi-Platform Integration: Import transactions from supported brokers for consolidated tracking.
• Benchmark Comparison: Compare portfolios to indices such as S&P500 and gold.
• Public Portfolio Sharing: Generate anonymized links to share portfolio performance.
• Multi-Currency Support: Manage up to 20 multi-currency portfolios with the Pro plan.

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.

Stonksfolio Use Cases

• Tracking personal investment portfolios across multiple brokerage accounts.
• Visualizing the historical and current performance of all stocks, ETFs, and funds in one place.
• Comparing investment returns to popular indices for performance benchmarking.
• Analyzing asset allocation and sector/region exposure for optimization.
• Assisting with portfolio rebalancing to maintain desired risk profiles.
• Calculating contributions needed for long-term passive investment strategies.
• Effortlessly importing transaction data from supported brokers.
• Sharing anonymized investment performance with friends or online communities.

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.

Stonksfolio FAQs

• Which types of investments does Stonksfolio support?

  Stonksfolio supports the most popular US and EU stocks, ETFs, and mutual funds, allowing users to track a wide range of investment instruments.
• Can I import transactions from my broker account?

  Yes, Stonksfolio allows transaction imports from brokers such as InteractiveBrokers, ETFMatic, and Trading 212, with more integrations being added regularly.
• Is it possible to visualize portfolio performance over time?

  Users can visualize the historical performance of their entire portfolio and individual holdings to monitor progress and returns over time.
• How does the rebalancing tool work?

  The rebalancing tool calculates the contributions and trades needed to maintain or reach your portfolio's target allocation.

Uptime Monitor

Uptime Monitor