★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Statfolio checked August 4, 2026
Tool Comparison
Portseido vs Statfolio
Start here
Portseido
Free • From $8/yr · Web · Mobile
- You want the cheaper way in: plans start at $8/mo instead of $10/mo
- Delayed quotes won't cut it; you need real-time data
- You care about performance attribution, risk metrics, and tax lots / lot optimization, things Statfolio doesn't offer
Pick Statfolio instead if
Statfolio
Free • From $10/mo · Web · Mobile
- You care about news and financials, things Portseido doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portseido and Statfolio cover a lot of the same ground (4 shared categories, including portfolio, data visualizations, and dividends), so for the basics you won't go far wrong with either. Portseido simply does more: 11 categories to Statfolio's 6, including performance attribution, risk metrics, and tax lots / lot optimization. Statfolio counters by keeping things simpler.
What readers say
Portseido
Vote once to reveal the community verdict.
Statfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Portseido$8/mo vs $10/mo
- Free trial
- Portseido14 days
- Broader coverage
- Portseido11 vs 6 categories
- Real-time data
- Portseido
- Asset coverage
- PortseidoAdds cryptos and mutual funds
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $8/yr | Free • From $10/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 8 limits: Free: transactions: 50, Free: portfolios: 1 +6 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | No |
Integrations | Google Sheets, Broker statement uploads +17 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | — |
Categories covered | 11 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more | 4 signals: Latency: End of Day, Granularity: EOD +2 more |
Capabilities | 5 signals: Performance attribution, Portfolio attribution +3 more | — |
Security | Encryption at rest | — |
| Try it | Visit Portseido | Visit Statfolio |
Where each one shines
What Portseido and Statfolio each do best.ShowHide
Where each one shines
What Portseido and Statfolio each do best.What Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Views for reviewing open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
What Statfolio does best
- Tracking stock and ETF portfolios with positions aggregated into holdings, long and short support, and time-based performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Views for reviewing daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Analysis of contribution and performance by portfolio, sector, industry, and individual holding, including realised versus unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
Every detail we compared
Every tracked attribute for Portseido and Statfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portseido and Statfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle East | North AmericaEuropeAPAC |
Coverage details | 31 countriesIdentifiers: Ticker | 7 countries12 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | VendorManual | Not specified |
| Access & integrations | ||
Import methods | CSVManual | Manual |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | Not specified |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | Not specified |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | StatfolioFounded 2021Support: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freetransactions: 50 · portfolios: 1 | Free |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: 200 · portfolios: 1 · +1 more | $10/mo“Basic” |
| Tier 2 | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | $30/mo“Pro” |
| Top plan | — | Subscription“Custom” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Portseido and Statfolio?
Portseido leans toward portfolio, data visualizations, and performance attribution, while Statfolio puts more weight on portfolio, dividends, and splits. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portseido and Statfolio cost?
Good news: both Portseido and Statfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Portseido or Statfolio?
It depends on what you're after. Pick Portseido if performance attribution and risk metrics matter to you; go with Statfolio if you'd rather have news and financials. And if you only need the basics both share, let price decide.
What asset classes do Portseido and Statfolio cover?
Both cover stocks and ETFs. Portseido also handles cryptos, mutual funds, and real estate.
Does Portseido or Statfolio have real-time data?
Portseido offers real-time data, which matters if you trade actively. Statfolio runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I track my portfolio with Portseido or Statfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.