Statfolio Portfolio Tracker
Statfolio tracks investment portfolios and visualizes performance, holdings, dividends, and sector allocations for investors and portfolio managers.
Why it's good
- Aggregate holdings, orders, and dividends
- View performance by portfolio, sector, industry, or holding
- Includes time-based charts and daily price and dividend updates
- Basic plan lists 3 portfolios, 500 orders, and 50 holdings
- Web app accessed through a browser
Statfolio is a browser-based portfolio tracker for retail investors, accountants, professional investors, and portfolio managers. It aggregates holdings, orders, and dividends, then presents portfolio metrics at portfolio, sector, industry, and individual holding levels. Charts help users review historical performance, diversification, and contributions from different holdings.
The Basic plan lists 3 portfolios, 500 orders, and 50 holdings, with medium-priority support. The web app is accessed through a browser on desktop and includes lifetime access and updates. Codes must be redeemed within 30 days of purchase. Unredeemed licenses may be returned for store credit within 30 days; redeemed licenses are final. Check the supported investment types and plan limits before purchasing.
