VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
EPSMomentum vs Statfolio
EPSMomentum vs Statfolio: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
EPSMomentum
epsmomentum.com
Best for screeners, and stock ideas
- Pricing
- Free • From $9.99/mo
- Platforms
- Web, API, Mobile
Statfolio
statfolio.net
Best for dividends, and splits
- Pricing
- Free • Paid plans available
- Platforms
- Web, Mobile
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
EPSMomentum if…
- You build with APIs or automate workflows
- You actively trade and need real-time tooling
- You’re a long-term or value-focused investor
- You need real-time data, not delayed quotes
Choose
Statfolio if…
- You need manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
- You need daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
- You need contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
- You need research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | EPSMomentum | Statfolio |
|---|---|---|
Asset types | StocksETFs | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEuropeAPAC |
Data freshness | Real-timeEnd of Day | End of Day |
API access | REST | Not specified |
Export formats | Not specified | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
EPSMomentum
$9.99/mo
Starting price
Plans & pricing
Tool
Statfolio
$10/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by EPSMomentum only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between EPSMomentum and Statfolio?
EPSMomentum focuses on Screeners, Stock Ideas, and Data Visualizations while Statfolio specializes in Portfolio, Dividends, and Splits. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
How much do EPSMomentum and Statfolio cost?
Good news—both EPSMomentum and Statfolio offer free plans. You can try each platform without commitment and only pay when you need premium features.
Does EPSMomentum or Statfolio have an API?
EPSMomentum provides API access for programmatic data retrieval and custom integrations. Statfolio doesn't currently offer an API, so you'll need to use their web interface.
Should I choose EPSMomentum or Statfolio?
Choose EPSMomentum if you need Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., and Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.. Go with Statfolio if Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., and Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits. better fits how you invest.
Does EPSMomentum or Statfolio have real-time data?
EPSMomentum offers real-time data feeds, which is essential for active traders. Statfolio uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Is EPSMomentum or Statfolio better for day trading?
EPSMomentum is built with active traders in mind, offering features like real-time data and technical analysis. Statfolio is better suited for buy-and-hold investors focused on fundamentals.
Which has a better stock screener—EPSMomentum or Statfolio?
EPSMomentum includes a stock screener for finding investment ideas. Statfolio focuses on other analytical tools.
Can I track my portfolio with EPSMomentum or Statfolio?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.