★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Statfolio Review, Pricing, and Features
Statfolio is a lightweight stock and ETF portfolio tracker for holdings, performance, dividends, splits, diversification, and symbol research. It suits manual or imported monitoring, not brokerage execution or a full research terminal.
Best for
- Investors who want manual or imported portfolio analytics for stocks and ETFs without brokerage execution.
- Investors comparing lightweight portfolio trackers.
- Investors who care more about sector, industry, holding, dividend, and historical performance than deep stock research.
Watch out
- Manual entry and import only, with no full brokerage-connected portfolio system.
- Free access is capped at 1 portfolio, 50 orders, and 10 holdings, so active investors will outgrow it quickly.
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Pricing
Free • From $10/mo · 4 plans
Free
Basic
Pro
Custom
Key features
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Review daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
- Direct access to symbol research pages with charts, news, financial statements, fundamentals, and relevant daily news feeds.
- Tracking stocks and ETFs across supported exchanges including major U.S., European, Canadian, Australian, and Indian venues, with OTC data available on demand.
- Web access plus the maintained Android app when mobile portfolio checks matter.
- Pricing limits: Free is capped at 1 portfolio, 50 orders, and 10 holdings; Basic and Pro raise portfolio, order, and holding capacity.
- Statfolio is portfolio tracking and analytics software, not a broker, tax-lot engine, automated advisor, stock screener, or valuation platform.
FAQ
Is Statfolio free?
Not entirely. Statfolio includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Statfolio best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Statfolio support?
You can use Statfolio on Web and Mobile.
Which markets does Statfolio cover?
Statfolio covers North America, Europe, and APAC. Examples include US, GB, DE, FR, CA + 2 more. It tracks Stocks and ETFs. Identifiers include Ticker.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.