Overview

Statfolio

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.

Stonksfolio

Stonksfolio helps investors bring together all their portfolios, offering an organized and visual overview of investments including US and EU stocks, ETFs, and mutual funds. The platform delivers detailed analytics—such as historical performance tracking, daily value changes, and total returns—empowering users to make informed decisions about their holdings.

Comprehensive features allow drilling down into specific investments, portfolio composition analysis by asset class, sector, region, and market cap, and seamless transaction imports from supported brokers. The rebalancing and contribution calculators help investors stay aligned with their allocation strategies, making Stonksfolio suitable for passive index and ETF investing.

Pricing

Statfolio Pricing

Freemium

Statfolio offers Freemium pricing .

Stonksfolio Pricing

Freemium
From $6

Stonksfolio offers Freemium pricing with plans starting from $6 per month .

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