VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Statfolio View Stock Analysis Back to Home

Head-to-head

Statfolio vs Stock Analysis comparison

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

Quick takeaways

Statfolio adds Data Visualizations coverage that Stock Analysis skips.

Stock Analysis includes Screeners, ETF Screeners, IPO, Top Analysts, Stock Comparison, ETF Comparison, Watchlist, Calendar, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, ETF Overview, ETF Holdings, ETF Fundamentals, and ETF Performance categories that Statfolio omits.

Statfolio 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., and Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked..

Stock Analysis is known for: Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..

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

Web

Mobile

Pricing

Free

Subscription

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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Stock Analysis

stockanalysis.com

Editor’s pick Hands-on review

A comprehensive equity and ETF research platform. The free site includes screeners, comparisons, corporate actions, and market calendars. The Pro plan unlocks unlimited CSV/Excel downloads, saved screeners, advanced analyst filters, full ETF holdings, and longer financial history. US quotes are real-time via Cboe, while international quotes are delayed or end-of-day. Financials come from S&P Global Market Intelligence, with 5 years shown free and 10 years on Pro.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens.
Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange.
Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US).
Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).
Watchlists double as a portfolio tracker, showing holdings, P/L, cash, and currencies. Supports real-time price updates and CSV/Excel exports.

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Portfolio, Dividends, and Splits plus 2 more areas.

Where they differ

Statfolio

Distinct strengths include:

Data Visualizations

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.

Stock Analysis

Distinct strengths include:

Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens.
Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange.
Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US).
Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).

Feature-by-feature breakdown

Attribute	Statfolio	Stock Analysis
Categories Which research workflows each platform targets	Shared: Portfolio, Dividends, Splits, News, Financials Unique: Data Visualizations	Shared: Portfolio, Dividends, Splits, News, Financials Unique: Screeners, ETF Screeners, IPO, Top Analysts, Stock Comparison, ETF Comparison, Watchlist, Calendar, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, ETF Overview, ETF Holdings, ETF Fundamentals, ETF Performance
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, ETFs, Mutual Funds
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 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.	Unique Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens. Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange. Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US). Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly). Watchlists double as a portfolio tracker, showing holdings, P/L, cash, and currencies. Supports real-time price updates and CSV/Excel exports. Comparison tools for side-by-side stock or ETF analysis, with charts and fundamentals.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Highlighted

Frequently Asked Questions

Which workflows do Statfolio and Stock Analysis both support?

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

Do Statfolio and Stock Analysis require subscriptions?

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

How can you access Statfolio and Stock Analysis?

Both Statfolio and Stock Analysis 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?

Statfolio differentiates itself with 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., whereas Stock Analysis stands out for Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..

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