Free
$0For small manually tracked portfolios
- One portfolio, 50 orders, and 10 holdings.
VOL. XCIV, NO. 247
Checking
Statfolio Review, Pricing, and Features
By Jera Value · Verified Sep 2026
Statfolio is a lightweight tracker for stock and ETF portfolios. Enter trades or import orders, then review holdings, performance, dividends, and splits. Contribution and diversification views show how individual positions, sectors, regions, and currencies shape results. Symbol pages add financial and news context. It suits investors comfortable maintaining records manually; free access is limited, and brokerage synchronization is not documented.
Verdict
Worth it if you want simple stock and ETF performance tracking from entered or imported records.
- Portfolio records: organize trades and dividend history
- Performance review: compare contribution and diversification
Skip it if you need automatic brokerage synchronization or trade execution.
- Manual inputs: transactions require entry or import
- Free cap: one portfolio, 50 orders, and 10 holdings
- Secondary research: symbol pages are not a full screening platform
Statfolio
Web / Mobile · How this site is funded
Pricing
Prices checkedBilled monthly3 plans
Basic
$10/moBilled monthlyFor investors tracking several portfolios
- Three portfolios, 500 orders, and 50 holdings.
Pro
$30/moBilled monthlyFor investors with larger portfolio records
- 10 portfolios.
- Unlimited orders and holdings.
Custom: contact sales for a quote.
Key features
Holdings records
Group stock and ETF orders into portfolio positions.
Return charts
Compare portfolio performance through time.
Dividend tracking
Record distributions and share splits.
Contribution analysis
Inspect how holdings and sectors contribute to results.
Diversification views
Review geographic, industry, and currency exposure.
Symbol pages
Read available financials, news, charts, and company fundamentals.
FAQ
Is Statfolio free?
Is Statfolio free?
Not entirely. Statfolio includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
Who is Statfolio best for?
Who is Statfolio best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Statfolio support?
What platforms and connections does Statfolio support?
You can use Statfolio on Web and Mobile.
Which markets does Statfolio cover?
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.
Tool details
Highlights
- Free tier available
- Domain rating2: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Alternatives
If Statfolio is not the right fit, these substitutes come closest.
Comparisons
Already weighing Statfolio against something specific? Start here.
Keep Exploring
Best Portfolio ToolsPortfolio tools ranked by reader votes and research.
Best Dividends ToolsDividends tools ranked by reader votes and research.
Free Portfolio ToolsPortfolio tools you can start using without paying.
All Portfolio ToolsEvery Portfolio tool in the directory, side by side.
Best Investing Tools RankingThe global leaderboard of investing tools, ranked by votes and research.
Free Investing ToolsEvery tool with a free plan, from screeners to portfolio trackers.
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.