Statfolio is a portfolio tracker for anyone who owns financial investments and wants to better understand how they are performing. More
Statfolio KEY FEATURES
Automatic Aggregation.
Powerful Analytics.
Insightful Segmentations.
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.
Automatic aggregation
You enter your orders manually or import them and we do the rest. Some of the useful reports you are getting:
- Current holdings
- Breakdown at sector, industry, holding, and order level
- Time-based charts
Powerful analytics
Take control of your investments:
- Identify underperforming holdings
- Spot sector rotations early on
- Understand your diversification
- Daily updates for price and dividends
Insightful segmentations
You can analyze the data at multiple levels:
- Portfolio level
- Sector level
- Industry level
- Holding level
Get lifetime access to Statfolio today!
Updates included
3 portfolios
500 orders
50 holdings
Medium Priority Support
And more! See all the features.