Tool Comparison
Statfolio vs Stock Analysis
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $6.58/mo instead of $10/mo
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, screeners, and ETF screeners.
Use code JERA
Pick Statfolio instead if
Statfolio
Free • From $10/mo · Web · Mobile
- Go this way if you prefer a simpler, more focused tool.
Start here
Stock Analysis
Free • From $79/yr · Web · Mobile
- You want the cheaper way in: plans start at $6.58/mo instead of $10/mo
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, screeners, and ETF screeners.
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Statfolio and Stock Analysis cover a lot of the same ground (6 shared categories, including portfolio, dividends, and splits), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to Statfolio's 6, including stock ideas, screeners, and ETF screeners. Statfolio counters by keeping things simpler.
What readers say
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Stock Analysis
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Key differences at a glance
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $10/mo
- Broader coverage
- Stock Analysis32 vs 6 categories
- Real-time data
- Stock Analysis
- Broker sync
- Stock Analysis
- Asset coverage
- Stock AnalysisAdds mutual funds and closed-end funds
- Free plan
- Both
What Statfolio does best
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Review daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $10/mo | Free • From $79/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | — | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +8 more |
Categories covered | 6 | 32 |
Regions | North America, Europe, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 4 signals: Latency: End of Day, Granularity: EOD +2 more | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | — | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | — | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
| Try it | Visit Statfolio | Visit Stock Analysis |
Standout features
The best features of Statfolio and Stock Analysis.ShowHide
Standout features
What Statfolio does best
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Review daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
All details
Every attribute we track for Statfolio and Stock Analysis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | 7 countries12 exchangesIdentifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | End of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | Not specified | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
Import methods | Manual | ManualCSVBrokerOAuth |
Integrations | Not specified | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | Not specified | CSVExcel |
| Plans & trust | ||
Capability signals | Not specified | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | StatfolioFounded 2021Support: Email | Vefir ehf.Country: IcelandFounded 2019Support: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $10/mo“Basic” | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Top plan | $30/mo“Pro” | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
| Custom / enterprise | Contact sales“Custom” | — |
Free alternatives
Questions we keep getting
What's the difference between Statfolio and Stock Analysis?
Statfolio leans toward portfolio, dividends, and splits, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Statfolio and Stock Analysis cost?
Good news: both Statfolio and Stock Analysis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Statfolio or Stock Analysis?
It depends on what you're after. Pick Statfolio if you prefer its overall approach; go with Stock Analysis if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Statfolio and Stock Analysis cover?
Both cover stocks and ETFs. Stock Analysis adds mutual funds, closed-end funds, and funds on top.
Does Statfolio or Stock Analysis have real-time data?
Stock Analysis 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 export data from Statfolio and Stock Analysis?
Stock Analysis exports to CSV and Excel. Statfolio is stingier about getting data out.
Can Statfolio or Stock Analysis connect to my broker?
Stock Analysis syncs with brokers automatically. With Statfolio, you're entering holdings by hand or importing files.
Which has a better stock screener: Statfolio or Stock Analysis?
Stock Analysis has a stock screener for surfacing ideas; Statfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Statfolio or Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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).
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