VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View StatfolioView TweenvestBack to Home

Head-to-head

Statfolio vs Tweenvest comparison

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

Quick takeaways

Statfolio adds Splits, and Data Visualizations coverage that Tweenvest skips.

Tweenvest includes Screeners, Scores, Valuation Models, Transcripts, AI, Watchlist, Calendar, and Analyst Forecasts 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..

Tweenvest is known for: Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..

Statfolio ships a mobile app. Tweenvest is web/desktop only.

Statfolio logo

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.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Tweenvest logo

Tweenvest

tweenvest.com

Hands-on review

Equity research and portfolio platform based in Spain, offering global stock and ETF coverage. Features and markets scale by plan: Pro adds a single portfolio, Pro+ expands to unlimited portfolios and positions (with ETF support and a dividend calendar), and Unlimited unlocks worldwide coverage, full screener access, all transcripts, analyst estimates, projection editing, and AI summaries.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Global equity database covering more than 100,000 stocks, refreshed daily.
  • Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
  • Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
  • Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
  • Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Overlap

Shared focus areas

4 overlaps

Mutual strengths include Portfolio, Dividends, and News plus 1 more area.

Where they differ

Statfolio

Distinct strengths include:

Splits
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.

Tweenvest

Distinct strengths include:

Screeners
Scores
Valuation Models
Transcripts
AI
Watchlist
Calendar
Analyst Forecasts
  • Global equity database covering more than 100,000 stocks, refreshed daily.
  • Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
  • Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
  • Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.

Feature-by-feature breakdown

AttributeStatfolioTweenvest
Categories

Which research workflows each platform targets

Shared: Portfolio, Dividends, News, Financials

Unique: Splits, Data Visualizations

Shared: Portfolio, Dividends, News, Financials

Unique: Screeners, Scores, Valuation Models, Transcripts, AI, Watchlist, Calendar, Analyst Forecasts

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web

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

  • Global equity database covering more than 100,000 stocks, refreshed daily.
  • Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
  • Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
  • Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
  • Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive.
  • Analyst estimates, editable projections, and AI-generated summaries are included in the Unlimited plan.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Statfolio and Tweenvest both support?

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

Do Statfolio and Tweenvest require subscriptions?

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

Which tool has mobile access?

Statfolio ships a dedicated mobile experience, while Tweenvest focuses on web or desktop access.

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 Tweenvest stands out for Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.