Statfolio

Investment Portfolio Management

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Statfolio is a thorough stock and ETF portfolio tracker designed to empower investors with powerful analytics and visualizations of their investment performance. Features like automatic aggregation of orders, insightful reports, and daily updates, users can easily monitor their holdings, identify trends, and make better decisions about their financial future.

Statfolio can be found in Investment Portfolio Management categories.

The most similar products to Statfolio are:

Ziggma Promoted → Stock Portfolio Organizer → Pro Stock Tracker → Portfolio Slicer →

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Details

Statfolio Main Features

• Easy Setup
  Start by creating a portfolio and adding your orders easily.
• Free Start
  Begin for free with one portfolio and up to 50 orders.
• Paid Plans
  Choose from paid plans for more features and better support.
• Demo Account
  Try a demo account to see how the platform works before signing up.
• Daily Updates
  Receive daily information about stock prices and dividends.
• Top Industries
  Identify which industries are performing best in your portfolio.
• Current Holdings
  See how each of your investments is doing, whether you are buying or selling.
• Multiple Brokers
  You can track investments from different brokers in one place.
• Sector Breakdown
  Understand how different sectors and industries affect your overall investment performance.
• Automatic Updates
  Add your buy or sell transactions, and we will keep everything updated for you.
• Industry Analysis
  Understand how much you have invested in each industry and your profit or loss.
• Time-Based Charts
  View your investment performance over time, not just the current situation.
• Powerful Analytics
  Get insights to help you manage your investments better, like finding underperforming stocks.
• Profit Calculation
  See how much profit you made compared to how long you have held your investments.
• Investment Tracking
  Track stocks from many exchanges, including NASDAQ and NYSE.
• Sector Contribution
  Know how much each sector adds to your total investment value and its percentage share.
• Cumulative Dividends
  Track the total dividends you have received from your investments.
• Supported Currencies
  We support several currencies like USD, EUR, and GBP for your investments.
• Automatic Aggregation
  You can enter your orders by hand or import them, and we will organize everything for you.
• Insightful Segmentations
  Analyze your investments at different levels, like portfolio, sector, industry, or individual holding.

Statfolio Benefits

• Get daily updates
  Stay better with daily updates on prices and dividends, so you always know the latest information.
• Analyze diversification
  You can check how spread out your investments are, which helps reduce risk.
• Analyze at multiple levels
  You can look at your investments from different angles, like by portfolio, sector, industry, or individual holding.
• Research new opportunities
  Statfolio helps you find new investments to consider, expanding your options.
• Track cumulative dividends
  Know how much money you have earned from dividends, which adds to your total profit.
• Spot sector rotations early
  Statfolio lets you see changes in different sectors, helping you react quickly to market shifts.
• Visualize investment growth
  See how much your investments have grown over time, making it easier to track your success.
• Understand portfolio performance
  Statfolio helps you see how your investments did over time, so you know if you're making good choices.
• Identify underperforming holdings
  You can find out which investments are not doing well, allowing you to make better decisions.
• Understand contributions by sector
  You can see how much each sector adds to your overall portfolio, helping you focus on the best areas.

Who should use Statfolio?

• Accountants
  Accountants can track their clients' investments easily and provide better advice.
• Retail Investors
  Retail investors can see how their investments are doing and make better choices.
• Portfolio Managers
  Portfolio managers can understand how different sectors are performing to manage risks better.
• Professional Investors
  Professional investors can analyze their portfolios in detail to find new opportunities.

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