VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
Fidelity (Fidelity Brokerage Services LLC) vs Statfolio
Fidelity (Fidelity Brokerage Services LLC) vs Statfolio: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Fidelity (Fidelity Brokerage Services LLC)
fidelity.com
Best for brokerage, and watchlist
- Pricing
- Other
- Platforms
- Web, Mobile, Desktop
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
Fidelity (Fidelity Brokerage Services LLC) if…
- You need real-time data, not delayed quotes
- You need commission-free online trades for u.s. stocks and etfs; options contracts at $0.65 each.
- You need certain etf purchases can incur a fidelity service fee up to $100 when the etf sponsor does not support platform availability economics.
- You need secondary bond and cd trades are priced at $1 per bond/cd online, while u.s. treasuries trade online with no fidelity commission.
Choose
Statfolio if…
- You want to start free before paying
- 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.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Fidelity (Fidelity Brokerage Services LLC) | Statfolio |
|---|---|---|
Asset types | StocksETFsOptionsBondsMutual FundsCryptos | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPAC |
Data freshness | StreamingReal-time | End of Day |
API access | Not specified | Not specified |
Export formats | CSVExcelPDF | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Fidelity (Fidelity Brokerage Services LLC)
$0/mo
Starting price
Plans & pricing
Tool
Statfolio
$10/mo
Starting price
Plans & pricing
Coverage overlap
Categories covered by Fidelity (Fidelity Brokerage Services LLC) 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 Fidelity (Fidelity Brokerage Services LLC) and Statfolio?
Fidelity (Fidelity Brokerage Services LLC) focuses on Brokerage, Portfolio, and Watchlist while Statfolio specializes in Portfolio, Dividends, and Splits. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Fidelity (Fidelity Brokerage Services LLC) or Statfolio free to use?
Statfolio offers a free tier that lets you get started without paying, while Fidelity (Fidelity Brokerage Services LLC) requires a subscription. If budget is a concern, start with Statfolio and upgrade later if you need more advanced features.
Should I choose Fidelity (Fidelity Brokerage Services LLC) or Statfolio?
Choose Fidelity (Fidelity Brokerage Services LLC) if you need Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each., and Certain ETF purchases can incur a Fidelity service fee up to $100 when the ETF sponsor does not support platform availability economics.. 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.
What asset classes do Fidelity (Fidelity Brokerage Services LLC) and Statfolio cover?
Both cover Stocks, and ETFs. Fidelity (Fidelity Brokerage Services LLC) also includes Options, Bonds, Mutual Funds, and Cryptos.
Does Fidelity (Fidelity Brokerage Services LLC) or Statfolio have real-time data?
Fidelity (Fidelity Brokerage Services LLC) 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.
Can I export data from Fidelity (Fidelity Brokerage Services LLC) and Statfolio?
Fidelity (Fidelity Brokerage Services LLC) supports data exports to CSV, Excel, and PDF. Statfolio has more limited export options.
Can I track my portfolio with Fidelity (Fidelity Brokerage Services LLC) or Statfolio?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
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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.