VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Fidelity (Fidelity Brokerage Services LLC) and Statfolio will find that Both Fidelity (Fidelity Brokerage Services LLC) and Statfolio concentrate on Portfolio, News, and Financials workflows, making them natural alternatives for similar investment research jobs. Fidelity (Fidelity Brokerage Services LLC) leans into Brokerage, Watchlist, and Advanced Order Types, which can be decisive for teams that need depth over breadth. Statfolio stands out with Dividends, Splits, and Data Visualizations that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Fidelity (Fidelity Brokerage Services LLC) vs Statfolio
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Fidelity (Fidelity Brokerage Services LLC) adds Brokerage, Watchlist, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, and Options & Derivatives coverage that Statfolio skips.
- Statfolio includes Dividends, Splits, and Data Visualizations categories that Fidelity (Fidelity Brokerage Services LLC) omits.
- Fidelity (Fidelity Brokerage Services LLC) highlights: Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., and Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals..
- Statfolio is known for: Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits., and Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked..
- Statfolio keeps a free entry point that Fidelity (Fidelity Brokerage Services LLC) lacks.
Fidelity (Fidelity Brokerage Services LLC)
fidelity.com
A leading U.S. brokerage offering commission-free stock and ETF trades, plus robust platforms for both casual investors and active traders. Options contracts are priced at $0.65 each. Advanced conditional order types and streaming Level II data are available through Active Trader Pro, Fidelity’s professional desktop platform.
Categories
Platforms
Pricing
Quick highlights
- Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee).
- Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades.
- Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals.
- Supports advanced conditional orders including Contingent, Multi-Contingent, OCO, OTO, and OTOCO, both on Fidelity.com and within Active Trader Pro.
- Options chain displays real-time Greeks and supports multi-leg strategies inside Active Trader Pro.
Statfolio
statfolio.net
Portfolio tracking and analytics platform with daily price and dividend updates. The Free plan supports 1 portfolio (50 orders, 10 holdings). Basic ($10/mo) expands to 3 portfolios, 500 orders, and a performance dashboard. Pro ($30/mo) offers 10 portfolios with unlimited orders and holdings. Dividends and splits are recorded automatically. Orders can be entered manually or imported.
Platforms
Pricing
Quick highlights
- Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
- Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
- Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
- Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
- Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Fidelity (Fidelity Brokerage Services LLC)
Distinct strengths include:
- Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee).
- Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades.
- Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals.
- Supports advanced conditional orders including Contingent, Multi-Contingent, OCO, OTO, and OTOCO, both on Fidelity.com and within Active Trader Pro.
Statfolio
Distinct strengths include:
- Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
- Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
- Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
- Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
Feature-by-feature breakdown
| Attribute | Fidelity (Fidelity Brokerage Services LLC) | Statfolio |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Portfolio, News, Financials Unique: Brokerage, Watchlist, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Options & Derivatives | Shared: Portfolio, News, Financials Unique: Dividends, Splits, Data Visualizations |
Asset types Supported asset classes and universes | Stocks, ETFs, Options, Bonds, Mutual Funds, Cryptos | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, Desktop | Web, Mobile |
Pricing High-level pricing models | Other | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Fidelity (Fidelity Brokerage Services LLC) and Statfolio both support?
Both platforms cover Portfolio, News, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Statfolio offers a free entry point, while Fidelity (Fidelity Brokerage Services LLC) requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Fidelity (Fidelity Brokerage Services LLC) and Statfolio?
Both Fidelity (Fidelity Brokerage Services LLC) and Statfolio support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
Fidelity (Fidelity Brokerage Services LLC) differentiates itself with Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., and Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals., whereas Statfolio stands out for Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits., and Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked..
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.