VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Tuesday, February 24, 2026
Tool Comparison
Quicken (Simplifi & Classic) vs Statfolio comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quicken (Simplifi & Classic)
quicken.com
At a glance
Tool
Quicken (Simplifi & Classic)
—
Starting price
Plans & pricing
Tool
Statfolio
$10/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Quicken (Simplifi & Classic) | Statfolio |
|---|---|---|
Asset types | StocksETFsMutual FundsBondsCryptosFunds | StocksETFs |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEuropeAPAC |
Data freshness | Real-timeEnd of Day | End of Day |
API access | Not specified | Not specified |
Export formats | CSVExcel | Not specified |
Coverage overlap
Categories covered by Quicken (Simplifi & Classic) only.
Frequently Asked Questions
What's the difference between Quicken (Simplifi & Classic) and Statfolio?
Quicken (Simplifi & Classic) focuses on Portfolio, Watchlist, and Tax Lots / Lot Optimization while Statfolio specializes in Portfolio, Dividends, and Splits. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Quicken (Simplifi & Classic) or Statfolio free to use?
Statfolio offers a free tier that lets you get started without paying, while Quicken (Simplifi & Classic) requires a subscription. If budget is a concern, start with Statfolio and upgrade later if you need more advanced features.
Which is better for beginners—Quicken (Simplifi & Classic) or Statfolio?
Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.
Should I choose Quicken (Simplifi & Classic) or Statfolio?
Choose Quicken (Simplifi & Classic) if you need Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings.. 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 Quicken (Simplifi & Classic) and Statfolio cover?
Both cover Stocks, and ETFs. Quicken (Simplifi & Classic) also includes Mutual Funds, Bonds, Cryptos, and Funds.
Does Quicken (Simplifi & Classic) or Statfolio have real-time data?
Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) and Statfolio?
Quicken (Simplifi & Classic) supports data exports to CSV, and Excel. Statfolio has more limited export options.
Can I track my portfolio with Quicken (Simplifi & Classic) 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.