★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Statfolio vs Zenvesto
Pick Statfolio instead if
Statfolio
Best for splits
Free • From $10/mo · Web · Mobile
- You do a lot of your research from your phone
- You care about splits, something Zenvesto doesn't offer
Start here
Zenvesto
Best for watchlist and risk metrics
Free • From $8.99/mo · Web · 100% positive (1 vote)
- Delayed quotes won't cut it; you need real-time data
- You want the cheaper way in: plans start at $8.99/mo instead of $10/mo
- You care about watchlist, risk metrics, and backtesting, things Statfolio doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Statfolio and Zenvesto cover a lot of the same ground (5 shared categories, including portfolio, dividends, and news), so for the basics you won't go far wrong with either. Zenvesto simply does more: 13 categories to Statfolio's 6, including watchlist, risk metrics, and backtesting. Statfolio counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Statfolio
- Cheaper paid plan
- Zenvesto$8.99/mo vs $10/mo
- Free trial
- Zenvesto14 days
- Broader coverage
- Zenvesto13 vs 6 categories
- Real-time data
- Zenvesto
- Global coverage
- Statfolio
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $10/mo | Free • From $8.99/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 21 limits: Free: portfolios: 1, Free: holdings per portfolio: 5 +19 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | No | No |
Integrations | — | Google Sign-In |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 6 | 13 |
Regions | North America, Europe, APAC | North America |
| Data & capabilities | ||
Data quality | 4 signals: Latency: End of Day, Granularity: EOD +2 more | Latency: Real-time and 15-min Delayed |
Capabilities | — | 4 signals: Performance attribution, Portfolio attribution +2 more |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit Statfolio | Visit Zenvesto |
Standout features
What Statfolio does best
- Track stock and ETF portfolios with positions aggregated into holdings, long and short support, and time-based performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Review daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Analyze contribution and performance by portfolio, sector, industry, and individual holding, including realised versus unrealised profit.
- Use diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
What Zenvesto does best
- Track stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Use verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Measure performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Compare portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Use Portfolio Health Score, risk views, sector allocation, asset allocation, key insights, and rebalancing alerts where plan access allows.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsCryptosOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsIndex/Passive InvestorsDividend InvestorsSwing TradersStudents/Researchers |
Regions | North AmericaEuropeAPAC | North America |
Coverage details | 7 countries12 exchangesIdentifiers: Ticker | Countries: USExchanges: NYSE and NASDAQIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time15-min Delayed |
Data granularity | EOD | Not specified |
| Access & integrations | ||
Import methods | Manual | CSVManual |
Integrations | Not specified | Google Sign-In |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Capability signals | Not specified | Performance attributionPortfolio attributionRebalancingAI summaries: News |
Vendor & support | StatfolioFounded 2021Support: Email | ZenvestoCountry: CanadaFounded 2024Support: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$10/mo
Starting price
Plans & pricing
$8.99/mo
Lower starting price
Plans & pricing
- portfolios: 1
- holdings per portfolio: 5
- +3 more
- portfolios: 2
- holdings per portfolio: 25
- +3 more
- portfolios: 5
- holdings per portfolio: 50
- +3 more
- portfolios: 10
- holdings per portfolio: 100
- +4 more
Coverage overlap
Shared categories
5Where the two tools cover the same ground.
Statfolio strengths
1What you only get with Statfolio.
Zenvesto strengths
8What you only get with Zenvesto.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Statfolio and Zenvesto?
Statfolio leans toward portfolio, dividends, and splits, while Zenvesto puts more weight on portfolio, watchlist, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Statfolio and Zenvesto cost?
Good news: both Statfolio and Zenvesto have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Statfolio or Zenvesto?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Statfolio or Zenvesto on my phone?
Statfolio lists a dedicated mobile app, so it travels better. Zenvesto doesn't list a dedicated mobile app; its documented access is web.
Should I choose Statfolio or Zenvesto?
It depends on what you're after. Pick Statfolio if splits matter to you; go with Zenvesto if you'd rather have watchlist and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Statfolio and Zenvesto cover?
Both cover stocks and ETFs. Zenvesto adds cryptos and other on top.
Does Statfolio or Zenvesto have real-time data?
Zenvesto offers real-time data, which matters if you trade actively. Statfolio runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Statfolio or Zenvesto?
Statfolio has documented international coverage (North America, Europe, and APAC), so it's the safer bet if you hold non-US stocks. Zenvesto is more region-specific, mainly North America.
Can I track my portfolio with Statfolio or Zenvesto?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Other tools you might like
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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.