Productivity · Lifetime deal
Statfolio
Stock and ETF portfolio tracker with analytics by sector, industry and holding.
Statfolio at a glance
- Platform
- Web
- Support
- Pro lists high priority support. Basic lists medium priority support.
Our take
Is Statfolio worth buying?
Based on the StackSocial listing, Statfolio is an analytics-focused portfolio tracker sold as lifetime access in two plans. It fits investors who track orders by hand and want sector and dividend views. Note that it does not sync with brokers and the refund is store credit, not cash.
Good fit if
- You want sector and industry analytics for your investments.
- You hold positions at several brokers.
- You are fine entering or importing orders yourself.
Skip it if
- You need automatic broker sync.
- You want a cash refund option.
Which Statfolio plan do you need?
Prices in USD, excluding tax.
| Basic Plan | Pro Plan | |
|---|---|---|
| One-time price | $59 | $99 |
| Regular price (StackSocial) | ||
| You save | $541 | $441 |
| Portfolios | 3 | 10 |
| Orders | 500 | Unlimited |
| Holdings | 50 | Unlimited |
| Support | Medium priority | High priority |
Before you buy: StackSocial's terms and extra costs
- Refund. StackSocial says unredeemed licenses can be returned for store credit within 30 days. All sales are final after redemption.
- Redeem. Redeem within 30 days of purchase.
- Support. Pro lists high priority support. Basic lists medium priority support.
- Platform. Web app in any browser, on unlimited devices.
What is Statfolio?
Statfolio is a portfolio tracker for stocks and ETFs, built around analytics and charts. You enter or import your orders, and it aggregates holdings and shows performance by portfolio, sector, industry and holding. The deal has a Basic and a Pro plan, sold as lifetime access through StackSocial.
What Statfolio says it does
- Nominated for The Best Portfolio Tracker in the Benzinga Global Fintech Awards (Statfolio's figure)
- Prices and dividends update daily
- Long and short positions supported
- Views at portfolio, sector, industry and holding level
Why Statfolio
Brokers show limited detail and rarely combine several accounts. Statfolio gives one analytics view across portfolios you set up yourself. It works from the orders you enter or import and does not connect to a broker, and it is an analysis tool, not investment advice.
How does Statfolio work?
Redeem your license
Buy on StackSocial and redeem within 30 days.
Add orders
Enter orders or import them into a portfolio.
Let it aggregate
Holdings, splits and dividends are calculated for you.
Review charts
Check performance, sector mix and dividends.
Research
Use the research section to study market and company data.
Then it handles:
- Tracking stock and ETF holdings
- Performance charts over time
- Sector and industry breakdowns
- Dividend tracking
- Spotting underperforming holdings
- Separate portfolios per broker
Who is Statfolio for?
Built for
- Retail investors who want deeper analytics
- People holding positions at several brokers
- Accountants or advisors who review portfolios
Not for
- Anyone who needs automatic broker sync, since orders are entered or imported
- Anyone who wants trading or personalized advice
What is included in Statfolio?
Aggregation
- Current holdings long and short positions
- Breakdowns sector, industry, holding or order
- Multiple portfolios 3 on Basic, 10 on Pro
Analytics
- Time-based charts
- Underperformer flags
- Diversification checks
- Daily price and dividend updates
Video review
We have not reviewed Statfolio on video yet.
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Add to your workspaceStatfolio questions
What is Statfolio?
A stock and ETF portfolio tracker focused on analytics and visualization.
Who is it for?
Investors who want to see performance and diversification across portfolios, from individuals to accountants.
What limits do the plans have?
Pro lists 10 portfolios with unlimited orders and holdings. Basic lists 3 portfolios, 500 orders and 50 holdings.
Does it connect to my broker?
The vendor's FAQ says no broker connection is required. You enter or import orders.
What is the refund policy?
Unredeemed licenses can be returned for store credit within 30 days. After redemption sales are final.
Which exchanges does it cover?
The old vendor FAQ lists NASDAQ, NYSE, LSE, XETRA, Euronext Paris, TSX, ASX and NSE among others. Confirm current coverage with Statfolio.
Often compared with
These are other tools in the same space, not deals on GrabLTD.
- Sharesight
- Delta
- Stock Events
- Ziggma
- Simply Wall St
Sources
Checked . Prices and terms on this page come from: