Tool Comparison
Statfolio vs Zenvesto
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want splits.
- You've outgrown the basics and want pro-level depth
- Paid from
- $7.49/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $7.49/mo instead of $10/mo
- Delayed quotes won't cut it; you need real-time data
- You want watchlist, risk metrics, and backtesting.
Pick Statfolio instead if
Statfolio
Free • From $10/mo · Web · Mobile
- You do a lot of your research from your phone
- You want splits.
Start here
Zenvesto
Free • From $89.88/yr · Web
- You want the cheaper way in: plans start at $7.49/mo instead of $10/mo
- Delayed quotes won't cut it; you need real-time data
- You want watchlist, risk metrics, and backtesting.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
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.
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Key differences at a glance
- Cheaper paid plan
- Zenvesto$7.49/mo vs $10/mo
- Broader coverage
- Zenvesto13 vs 6 categories
- Mobile app
- Statfolio
- Real-time data
- Zenvesto
- Global coverage
- Statfolio
- Asset coverage
- ZenvestoAdds cryptos and other
What Statfolio does best
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical 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.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
What Zenvesto does best
- Tracking stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Metrics for performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Comparison tools for portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score, risk views, sector allocation, asset allocation, key analysis, and rebalancing alerts where plan access allows.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $10/mo | Free • From $89.88/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 42 limits: Free: portfolios: 1, Free: holdings per portfolio: 5 +40 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
The best features of Statfolio and Zenvesto.ShowHide
Standout features
What Statfolio does best
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical 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.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
What Zenvesto does best
- Tracking stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Metrics for performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Comparison tools for portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score, risk views, sector allocation, asset allocation, key analysis, and rebalancing alerts where plan access allows.
All details
Every attribute we track for Statfolio and Zenvesto.ShowHide
All 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
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freeportfolios: 1 · holdings per portfolio: 5 · +4 more |
| Entry paid plan | $10/mo“Basic” | $89.88/yr≈ $7.49/mo“Plus Annual”portfolios: 2 · holdings per portfolio: 25 · +4 more |
| Tier 2 | $30/mo“Pro” | $8.99/mo“Plus Monthly”portfolios: 2 · holdings per portfolio: 25 · +4 more |
| Tier 3 | — | $149.88/yr≈ $12.49/mo“Investor Annual”portfolios: 5 · holdings per portfolio: 50 · +4 more |
| Tier 4 | — | $14.99/mo“Investor Monthly”portfolios: 5 · holdings per portfolio: 50 · +4 more |
| Tier 5 | — | $249.84/yr≈ $20.82/mo“Expert Annual”portfolios: Unlimited · holdings per portfolio: Unlimited · +4 more |
| Top plan | — | $24.99/mo“Expert Monthly”portfolios: Unlimited · holdings per portfolio: Unlimited · +4 more |
| Custom / enterprise | Contact sales“Custom” | — |
Alternatives
Free alternatives
Questions we keep getting
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.
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