Statfolio VS Porfoli

Statfolio Pricing

Porfoli Pricing

Statfolio

• Automatic Aggregation: Aggregates entered or imported orders for seamless holdings tracking.
• Insightful Reports: Generates reports at order, holding, industry, sector, and portfolio levels.
• Time-Based Analytics: Visualizes portfolio performance over time with historical charts.
• Diversification Analysis: Assesses portfolio composition by sector and industry.
• Daily Updates: Provides daily price and dividend updates across supported holdings.
• Cross-Broker Tracking: Allows tracking of portfolios from multiple brokers in one place.
• Multi-Currency Support: Supports major global currencies for investment tracking.
• Segmented Insights: Enables in-depth analysis from portfolio to individual order.

Porfoli

• Real-Time Portfolio Rankings: View top-performing portfolios as the market moves.
• Detailed Holdings Breakdown: Access comprehensive details on portfolio holdings, performance, and due diligence.
• Collaborative Management: Invite friends and family to contribute and make changes to portfolios.
• Transaction Review and Approval: All portfolio changes require owner or admin approval before they are made.
• Filtering Tools: Filter portfolios by return timeframe and sector to match individual strategies.
• Community Engagement: Share investment ideas and learn from a global investor community.

Statfolio Use Cases

• Tracking and analyzing personal stock and ETF investments.
• Comparing performance across different markets and currencies.
• Identifying underperforming holdings and sectors for rebalancing.
• Spotting sector rotations and diversifying investments.
• Generating reports for accounting or regulatory compliance.
• Evaluating the impact of dividends and corporate actions on portfolios.
• Researching new investment opportunities through industry analysis.

Porfoli Use Cases

• Tracking personal investment portfolios and monitoring performance.
• Collaborating with friends, family, or peers on shared portfolio management.
• Exploring and learning from top-performing portfolios for new investment strategies.
• Conducting detailed performance and due diligence analysis on public portfolios.
• Sharing and discovering investment ideas within a community environment.

Statfolio FAQs

• Who is Statfolio intended for?

  Statfolio is suitable for retail investors, professional investors, accountants, and portfolio managers seeking to better understand and analyze their financial investments.
• Which stock exchanges can Statfolio track?

  Statfolio supports stocks and ETFs listed on exchanges such as NASDAQ, NYSE, BATS, LSE, XETRA, FRA, PAR, TSX, TSXV, ASX, NSE, and selected OTC stocks.
• What currencies are supported for portfolio tracking?

  Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.
• How does Statfolio aggregate investment data?

  Orders are added manually or imported, aggregated into holdings, which then roll up into industries, sectors, and entire portfolios for detailed multi-level analysis.
• How are portfolio updates handled in Statfolio?

  Users can add buy or sell transactions, and Statfolio automatically records related dividends, share splits, and other corporate actions for accurate portfolio updates.

Porfoli FAQs

• Is it free?

  Yes, Porfoli is free to use.
• Can I invest real money on the app?

  No, Porfoli is for educational and informational purposes only and does not facilitate real money investments.
• How are portfolios ranked?

  Portfolios are ranked in real time as the market moves, providing up-to-date performance comparisons.
• Can I keep my portfolio private?

  Yes, you have the option to keep your portfolio private.
• How do I adjust my portfolio's holdings?

  You can propose changes to your portfolio's holdings, which must then be reviewed and approved by privileged members such as the owner or admins.

Uptime Monitor

Uptime Monitor