VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, January 18, 2026
Tool Comparison
Statfolio vs Trefis comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Statfolio | Trefis | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $10/mo | — |
| Enterprise option | ||
| Available plans | Free, Basic, Pro | Free, Subscriber |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Statfolio | Trefis |
|---|---|---|
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPAC |
Data freshness | End of Day | 15-min DelayedEnd of Day |
API access | Not specified | Not specified |
Export formats | Not specified | ExcelPDFImage |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Trefis only.
Frequently Asked Questions
What's the difference between Statfolio and Trefis?
Statfolio focuses on Portfolio, Dividends, and Splits while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do Statfolio and Trefis cost?
Good news—both Statfolio and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.
Can I use Statfolio or Trefis on my phone?
Statfolio has a mobile app so you can check your research on the go. Trefis is web-only, so you'll need a browser to access it from mobile devices.
Should I choose Statfolio or Trefis?
Choose Statfolio if you need 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.. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.
What asset classes do Statfolio and Trefis cover?
Both cover Stocks. Statfolio also includes ETFs.
Can I export data from Statfolio and Trefis?
Trefis supports data exports to Excel, PDF, and Image. Statfolio has more limited export options.
Can I track my portfolio with Statfolio or Trefis?
Statfolio offers portfolio tracking features. Trefis is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.