VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Statfolio vs Yahoo Finance comparison

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

Quick takeaways

Yahoo Finance includes Screeners, Watchlist, Alerts, Calendar, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, and Education 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..

Yahoo Finance is known for: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..

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.

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Yahoo Finance logo

Yahoo Finance

finance.yahoo.com

Hands-on review

One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
  • Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
  • Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
  • Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
  • Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.

Community votes (overall)

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Overlap

Shared focus areas

6 overlaps

Mutual strengths include Portfolio, Dividends, and Splits plus 3 more areas.

Where they differ

Yahoo Finance

Distinct strengths include:

  • Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
  • Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
  • Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
  • Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.

Feature-by-feature breakdown

AttributeStatfolioYahoo Finance
Categories

Which research workflows each platform targets

Shared: Portfolio, Dividends, Splits, News, Data Visualizations, Financials

Shared: Portfolio, Dividends, Splits, News, Data Visualizations, Financials

Unique: Screeners, Watchlist, Alerts, Calendar, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Education

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds

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

  • Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
  • Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
  • Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
  • Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
  • Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.
  • Portfolio tracking with editable lots and transaction history; certain brokerages can be linked for automatic holdings sync.
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 Yahoo Finance both support?

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

Do Statfolio and Yahoo Finance require subscriptions?

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

How can you access Statfolio and Yahoo Finance?

Both Statfolio and Yahoo Finance 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 Yahoo Finance stands out for Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..

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.