Statfolio is a portfolio tracker for anyone who owns financial investments and wants to better understand how they are performing. More

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

Now is the time to take control of your investments.

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