Take control of your investments

Statfolio is the best stock and ETF portfolio tracker. Leverage our powerful analytics to visualize the performance of your investments.

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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 - see how each holding is performing, we support both long and short positions.
  • Breakdown at sector, industry, holding and order level - understand how each component contributes to the overall performance.
  • Time based charts - you don't just understand the current situation, but also how you performed historically.

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 - see all the sectors/industries/holdings in your portfolio and 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 and see how it evolved over time and how much dividends you gained from it

Get started today

Get started for free with a single portfolio and up to 50 orders

Choose one of the paid plans for higher limits and better support

Try our demo account and see the power of visualization for yourself

FAQ

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.

Don't take our word for it, sign up to our free plan or try our demo.

Some of the benefits, but not the only ones:
  • Understand how your portfolio performed over time
  • Understand the diversification of your investments
  • Identity which sectors or industries are performing well and which are not
  • See how each holding evolved over time and the top performing investments

Currently, only US-listed stocks can be tracked. A large number of stocks are available, including all the S&P500 companies. We're adding more symbols everyday. If you symbol is not available, feel free to request it

We will extend the platform to international stocks and ETFs in the near future.

Some brokers may indeed offer some of our features, but they usually give you only limited visibility. For them, tracking your portfolio is only a side feature. Brokers have the incentive to determine you to make more transactions.

Statfolio is not in the brokerage business, so our main objective is to help you understand your investments better, even if that means making fewer transactions. In addition to that, with Statfolio you can track the portfolios from multiple brokers

At this moment, only the USD ($) is supported (and USD-denominated financial instruments). We plan to extend support to other currencies in the near future, so stay tuned.

You start by creating a portfolio and adding orders in it. We then aggregate those orders into holdings for each company you invested in. These holdings are then aggregated into industries, then into sectors and finaly at portfolio-level. Each aggregation step produces a report for that granularity, so you will be able to analyze your investments at the level of the entire portfolio, a sector, an industry, an individual holding or even for each separate order.

All you need to get started is an email address. After you sign up, you create a portfolio and then you can add a few orders for testing purposes. Don't worry, these test orders can be removed later on.

After you added the orders, in a few seconds the system will start aggregating those orders and compute all the charts. You can navigate to the menu items under the "CHARTS" section to see them.

Simply add your buy or sell transactions - Statfolio will automatically record any dividends, share splits or other changes caused by corporate actions.