VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

Marketgenius vs Statfolio comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Marketgenius adds Investor Holdings, Valuation Models, Scores, Short Interest, Institutional Data, Insider Data, and Blogs coverage that Statfolio skips.

Statfolio includes Portfolio, Splits, and News categories that Marketgenius omits.

Statfolio offers mobile access, which Marketgenius skips.

In depth comparison

Marketgenius logo

Marketgenius

marketgenius.app

Mobile-friendly stock discovery site centered on heatmaps and simple stock dashboards. The site markets "real-time" heatmaps for major indices and superinvestor portfolios and provides per-stock fundamentals/valuation stats plus a couple of simple scores. No public pricing, paid plans, or API docs found on the vendor site as of 2025-12-26; site appears ad-supported (Google AdSense) per privacy policy.

Platforms

Web

Pricing

Free

Quick highlights

  • Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
  • Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
  • Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
  • Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.
  • Simple indicators/scores on stock pages (Industry Safety Score, Net Profitability Score) with peer comparison table.

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Statfolio logo

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

WebMobile

Pricing

FreeSubscription

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.

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Where they differ

Marketgenius

Distinct strengths include:

  • Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
  • Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
  • Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
  • Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.

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

AttributeMarketgeniusStatfolio
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Financials, Dividends

Unique: Investor Holdings, Valuation Models, Scores, Short Interest, Institutional Data, Insider Data, Blogs

Shared: Data Visualizations, Financials, Dividends

Unique: Portfolio, Splits, News

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
  • Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
  • Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
  • Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.
  • Simple indicators/scores on stock pages (Industry Safety Score, Net Profitability Score) with peer comparison table.
  • Free stock code validators for CFI, CUSIP, ISIN, LEI, SEDOL, and WKN codes.

Unique

  • 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.
  • Mobile access via a native Android app.
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Frequently Asked Questions

Which workflows do Marketgenius and Statfolio both support?

Both platforms cover Data Visualizations, Financials, and Dividends workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Marketgenius and Statfolio require subscriptions?

Both Marketgenius and Statfolio keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Statfolio ships a dedicated mobile experience, while Marketgenius focuses on web or desktop access.

What unique strengths set the two platforms apart?

Marketgenius differentiates itself with Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios)., Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ))., and Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins)., 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..

Keep exploring

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.