51% OFF
OrcaSheets
Ask questions in plain English, watch them become editable SQL, and join 20+ sources from Snowflake to S3 — while your raw data never leaves your own servers and 1B rows still scan in seconds.
$59
$120
90% offStacksociallifetime-dealportfolio-trackerstock-analyticsetf-trackerdividend-trackinginvestment-management
Statfolio
Statfolio is the best stock and ETF portfolio tracker. Leverage our powerful analytics to visualize the performance of your investments.
About this deal
Statfolio is a portfolio tracker for anyone who owns financial investments and wants to better understand how they are performing. It can be used by retail investors, accountants, professional investors, and portfolio managers. It's focused on analytics and visualization. It can answer some important questions like "How did my investments perform over the past year?", "Is my portfolio diversified enough?", "What is happening with some individual sectors/industries of my investments right now?" and more.
Statfolio is structured into 3 sections. The raw and aggregated data shows you the portfolio ad orders you've created as well as the holdings Statfolio automatically aggregates and the dividends you received under the portfolio. The visualize section lets you see the metrics at portfolio, sector, industry, or holding level. In the research part, you can understand the current state of the market, discover potential new investment opportunities, and study company data. Leverage these powerful analytics and take control of your investments!
**Statfolio is a nominee for "The Best Portfolio Tracker" in the Benzinga Global Fintech AwardsAutomatic Aggregation**
- Current holdings. See how each holding is performing; both long & short positions supported
- Breakdown at sector/industry/holding/order level. Understand how each component contributes to the overall performance
- Time-based charts. Understand the current situation & how you performed historically
Powerful Analytics
- Identify underperforming holdings
- Spot sector rotations early on
- Understand your diversification
- Daily updates for price & dividends
Insightful Segmentations
- Portfolio level. See all the sectors/industries/holdings in your portfolio & how much each contributes
- Sector level. Understand the industries in a specific sector
- Industry level. Understand the holdings in a specific industry
- Holding level. Analyze a single holding & see how it evolved over time and how much dividends you gained from it
Plan & pricing·Lifetime access
Pick the plan that fits your stack
Basic Plan
$59$600
- For aspiring investors that want to understand and improve their investments
- 3 portfolios
- 500 orders
- 50 holdings
- Medium Priority Support
Most popular
Pro Plan
$99$1800
- For advanced investors that want to optimize their investments to get a better return
- 10 portfolios
- Unlimited orders
- Unlimited holdings
- High Priority Support
Trust Score
Coming soonWe're building a transparent Trust Score that grades every deal on developer activity, update frequency, support, refund policy, and uptime. It's not live yet — see how it will work.
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FAQ
Questions buyers ask before they click
What is Statfolio and who is it for?+
Statfolio is a stock and ETF portfolio tracker focused on analytics and visualization. It is built for retail investors, accountants, professional investors, and portfolio managers who want to understand how their investments are performing across multiple brokers in one place.
What exchanges and currencies does Statfolio support?+
Statfolio covers stocks on NASDAQ, NYSE, BATS, LSE, XETRA, Börse Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE, including all S&P 500 companies. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.
How do I add my investments to Statfolio?+
You enter orders manually or import them; Statfolio then automatically aggregates them into holdings, applies corporate actions like stock splits and dividends, and computes charts and analytics within seconds. No broker API connection is required.
What analytics and charts does Statfolio generate?+
Statfolio produces time-based performance charts, invested-versus-total-value comparisons, profit-per-day breakdowns, sector and industry distribution charts, cumulative dividend charts, and underperforming-holding identification — all updated daily with fresh price and dividend data.
Can I track multiple portfolios across different brokers?+
Yes. Statfolio lets you create and manage multiple separate portfolios, making it possible to consolidate positions held at different brokers into a unified analytics view that most individual brokers do not offer.
How does Statfolio differ from my brokerage's built-in tracker?+
Brokers provide limited portfolio visibility and have incentives to encourage trading. Statfolio's sole focus is helping you understand your investments, which includes supporting consolidation across multiple brokers and providing deeper sector-level analytics than most brokerage interfaces offer.
What does the Pro plan include?+
The Pro plan supports unlimited orders, unlimited holdings, and up to ten portfolios. The basic free plan is limited to a single portfolio and up to 50 orders, which is enough for initial testing.
Does Statfolio have an affiliate or referral program?+
Yes. Statfolio runs an affiliate program accessible from their website at statfolio.net/affiliate, allowing partners to earn commissions for referring paying customers.
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Statfolio
$59$600