VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Portseido and Statfolio will find that Both Portseido and Statfolio concentrate on Portfolio, and Data Visualizations workflows, making them natural alternatives for similar investment research jobs. Portseido leans into Dividend, and Risk Metrics (VaR/ES/Drawdown), which can be decisive for teams that need depth over breadth. Statfolio stands out with Dividends, Splits, and News 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
Portseido vs Statfolio
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Portseido adds Dividend, and Risk Metrics (VaR/ES/Drawdown) coverage that Statfolio skips.
- Statfolio includes Dividends, Splits, News, and Financials categories that Portseido omits.
- Portseido highlights: Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
- 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..
Portseido
portseido.com
Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.
Platforms
Pricing
Quick highlights
- Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
- Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
- Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
- Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
- Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.
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
Portseido
Distinct strengths include:
- Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
- Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
- Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
- Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
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 | Portseido | Statfolio |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Portfolio, Data Visualizations Unique: Dividend, Risk Metrics (VaR/ES/Drawdown) | Shared: Portfolio, Data Visualizations Unique: Dividends, Splits, News, Financials |
Asset types Supported asset classes and universes | Stocks, ETFs, 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 | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Portseido and Statfolio both support?
Both platforms cover Portfolio, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Portseido and Statfolio require subscriptions?
Both Portseido and Statfolio keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Portseido and Statfolio?
Both Portseido 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?
Portseido differentiates itself with Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer., 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.