VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Sunday, December 14, 2025

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Tool Comparison

Statfolio vs Tegus comparison

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

Quick takeaways

Statfolio adds Portfolio, Dividends, Splits, and News coverage that Tegus skips.

Tegus includes Transcripts, Improved Filings, AI, Alerts, and Sheets / Excel Add-ins categories that Statfolio omits.

Statfolio has a free tier, while Tegus requires a paid plan.

In depth comparison

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

WebMobile

Pricing

FreeSubscription

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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Tegus

tegus.com

Tegus is a unified research platform that blends expert-call transcripts, SEC filings, financial models, and benchmarking dashboards into one workflow. It features AI-generated transcript summaries, advanced filing search, and pre-built industry comps. Analyst-built Excel models integrate directly via an add-in, and the platform offers a transparent Expert Calls service for custom interviews. Subscriptions are seat or enterprise-based through AlphaSense, with free trials available but no public pricing.

Platforms

WebMobile

Pricing

Subscription

Quick highlights

Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
AI-generated summaries and topic tagging to help navigate transcripts quickly.
Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.

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Where they differ

Statfolio

Distinct strengths include:

Portfolio Dividends Splits News

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.

Tegus

Distinct strengths include:

Transcripts Improved Filings AI Alerts Sheets / Excel Add-ins

Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
AI-generated summaries and topic tagging to help navigate transcripts quickly.
Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.

Feature-by-feature breakdown

Attribute	Statfolio	Tegus
Categories Which research workflows each platform targets	Shared: Data Visualizations, Financials Unique: Portfolio, Dividends, Splits, News	Shared: Data Visualizations, Financials Unique: Transcripts, Improved Filings, AI, Alerts, Sheets / Excel Add-ins
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks
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	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 Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies. AI-generated summaries and topic tagging to help navigate transcripts quickly. Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system. Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons. Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in. Comps & Benchmarking dashboards across 55+ industries, featuring sector-specific KPIs sourced and verified by analysts and technology.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Statfolio and Tegus both support?

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

Which tool offers a free plan?

Statfolio offers a free entry point, while Tegus requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Statfolio and Tegus?

Both Statfolio and Tegus 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 Tegus stands out for Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..

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