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Stonksfolio

Stonksfolio helps investors bring together all their portfolios, offering an organized and visual overview of investments including US and EU stocks, ETFs, and mutual funds. The platform delivers detailed analytics—such as historical performance tracking, daily value changes, and total returns—empowering users to make informed decisions about their holdings.

Comprehensive features allow drilling down into specific investments, portfolio composition analysis by asset class, sector, region, and market cap, and seamless transaction imports from supported brokers. The rebalancing and contribution calculators help investors stay aligned with their allocation strategies, making Stonksfolio suitable for passive index and ETF investing.

Porfoli

Porfoli is an innovative portfolio tracking platform empowering individuals to manage their investments with greater transparency and collaboration. The platform allows users to view and analyze top-performing portfolios, monitor holdings, transactions, and profit and loss events in real time, while tracking performance as markets move.

Members can collaborate with friends and family, contribute to portfolios, and leverage insights from the global investment community. Porfoli prioritizes user control, transparency, and community-driven portfolio management, delivering a seamless interface for portfolio adjustments, robust filtering options, and detailed due diligence breakdowns for informed decision-making.

Pricing

Stonksfolio Pricing

Freemium
From $6

Stonksfolio offers Freemium pricing with plans starting from $6 per month .

Porfoli Pricing

Free

Porfoli offers Free pricing .

Features

Stonksfolio

  • Portfolio Visualization: Visualize historical performance across multiple investment platforms.
  • Holdings Tracking: Monitor daily value changes and overall returns of all holdings.
  • Detailed Asset Breakdown: Analyze portfolios by asset class, sector, region, and market cap.
  • Rebalancing Tools: Calculate contributions needed to maintain target allocation and rebalance portfolios.
  • Multi-Platform Integration: Import transactions from supported brokers for consolidated tracking.
  • Benchmark Comparison: Compare portfolios to indices such as S&P500 and gold.
  • Public Portfolio Sharing: Generate anonymized links to share portfolio performance.
  • Multi-Currency Support: Manage up to 20 multi-currency portfolios with the Pro plan.

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.

Use Cases

Stonksfolio Use Cases

  • Tracking personal investment portfolios across multiple brokerage accounts.
  • Visualizing the historical and current performance of all stocks, ETFs, and funds in one place.
  • Comparing investment returns to popular indices for performance benchmarking.
  • Analyzing asset allocation and sector/region exposure for optimization.
  • Assisting with portfolio rebalancing to maintain desired risk profiles.
  • Calculating contributions needed for long-term passive investment strategies.
  • Effortlessly importing transaction data from supported brokers.
  • Sharing anonymized investment performance with friends or online communities.

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.

FAQs

Stonksfolio FAQs

  • Which types of investments does Stonksfolio support?
    Stonksfolio supports the most popular US and EU stocks, ETFs, and mutual funds, allowing users to track a wide range of investment instruments.
  • Can I import transactions from my broker account?
    Yes, Stonksfolio allows transaction imports from brokers such as InteractiveBrokers, ETFMatic, and Trading 212, with more integrations being added regularly.
  • Is it possible to visualize portfolio performance over time?
    Users can visualize the historical performance of their entire portfolio and individual holdings to monitor progress and returns over time.
  • How does the rebalancing tool work?
    The rebalancing tool calculates the contributions and trades needed to maintain or reach your portfolio's target allocation.

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.

Stonksfolio

More details Visit Stonksfolio

Porfoli

More details Visit Porfoli

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