CoSupport AI
What is 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.
Features
- 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.
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.
FAQs
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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.
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