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1. What Is Statfolio?
Statfolio is a comprehensive stock and ETF portfolio tracker designed to help investors visualize and analyze the performance of their investments. It’s a web-based platform that allows users to monitor their holdings across multiple stock exchanges and provides powerful analytics tools.
Unlike basic trackers that only show current values, Statfolio offers multi-level analysis capabilities:
- Track both long and short positions
- Analyze performance at portfolio, sector, industry, and individual holding levels
- View time-based charts to understand historical performance
- Monitor dividend earnings and contributions
The platform automatically aggregates your manually entered or imported orders into meaningful reports and visualizations. This helps investors identify underperforming holdings, spot sector rotations early, and better understand their diversification.
I particularly appreciate how Statfolio focuses on providing insights beyond what most brokerages offer in their basic portfolio tracking tools. It’s designed specifically for investors who want to take greater control of their investments through better data visualization and analytics.
2. Who Created Statfolio?
Statfolio was created by Ionut Cenac, who founded the company in early 2021. According to information on their website, Cenac developed Statfolio initially as a personal solution to replace his increasingly cumbersome Excel spreadsheets that he had been using to track his own investments.
As an investor himself, Cenac found that as his portfolio grew, maintaining accurate charts and calculations in Excel became more difficult. After searching for existing services and finding them either too expensive or too simplistic for his needs, he decided to build a web application himself.
What started as a personal project evolved into a full-fledged service when Cenac realized that other investors might benefit from the powerful charting capabilities and analytical features he had developed. This led to the launch of statfolio.net.
The platform reflects Cenac’s own needs as an investor, focusing on comprehensive performance tracking over time, sector and industry level analysis, and dividend tracking – features that were missing from many existing portfolio trackers when he created Statfolio.
3. How Much Does Statfolio Normally Cost?
Statfolio offers three main pricing tiers to accommodate different types of investors:
Free Plan:
- $0/month
- 1 portfolio
- 50 orders maximum
- 10 holdings maximum
- Low priority support
Basic Plan:
- $10/month (billed monthly)
- 3 portfolios
- 500 orders maximum
- 50 holdings maximum
- Performance dashboard
- Medium priority support
Pro Plan:
- $30/month (billed monthly)
- 10 portfolios
- Unlimited orders
- Unlimited holdings
- Performance dashboard
- High priority support
For investors with higher requirements, Statfolio also offers custom plans with higher limits. The free plan is quite generous for individual investors just starting out, while the paid plans are reasonably priced compared to similar services in the market.
I’ve found the pricing structure to be straightforward and transparent, with clear limits so you know exactly what you’re getting at each tier.
4. What Are The Benefits Of Using Statfolio?
Comprehensive Performance Tracking: Statfolio doesn’t just show current values – it tracks performance over time, helping you understand not just where you are but how you got there. This historical perspective is invaluable for learning from past investment decisions.
Multi-Level Analysis: The ability to drill down from portfolio to sector to industry to individual holdings gives you insights at every level. I’ve found this hierarchical approach makes it much easier to identify exactly where performance issues or opportunities exist.
Time-Saving Automation: Statfolio automatically aggregates your orders, records dividends, and accounts for corporate actions like stock splits. This saves hours of manual calculations and reduces the risk of errors in your tracking.
Better Diversification Understanding: The sector distribution visualizations make it immediately clear if you’re overexposed in certain areas. This has helped me maintain a more balanced portfolio.
Long-Term Focus: Unlike brokerages that emphasize daily trading, Statfolio is designed to help you understand long-term performance trends. This encourages smarter, more patient investing.
Broker Independence: Since Statfolio isn’t tied to any specific broker, you can track investments across multiple accounts in one place. This gives you a complete view of your investments regardless of where they’re held.
Dividend Tracking: For income investors, the ability to see how much dividend income each holding generates over time is extremely valuable for planning and optimization.
5. What Are The Main Features Of Statfolio?
- Holdings Table: A comprehensive view of all your current investments showing performance metrics for each position, supporting both long and short positions
- Automatic Aggregation: The system automatically compiles your individual orders into meaningful holdings and further aggregates them into industries and sectors
- Multi-Level Analysis:
- Portfolio level – overall performance and sector breakdowns
- Sector level – industry composition within each sector
- Industry level – holdings within each industry
- Holding level – performance of individual stocks/ETFs over time
- Time-Based Charts: Visualizations showing how your portfolio and individual holdings have performed historically
- Sector Distribution: Visual breakdown of how your investments are distributed across different sectors as percentages
- Dividend Tracking: Monitoring of dividend payments received and projected future dividends
- Performance Metrics: Detailed statistics to help identify underperforming holdings
- Daily Updates: Regular updates for prices and dividends to keep your portfolio current
- Multiple Exchange Support: Coverage of major stock exchanges including NASDAQ, NYSE, and others
- Multiple Currency Support: Ability to track stocks denominated in different currencies
The platform also offers a demo account so you can see the power of these features before committing to a paid plan. I’ve found the visualization capabilities particularly helpful for getting a quick overview of my investment performance at a glance.
6. What Companies And Brands Use Statfolio?
Statfolio’s website indicates that their platform is designed for a broad range of users in the investment community. While they don’t explicitly list specific companies or brands that use their service, they mention several categories of users:
- Retail Investors: Individual investors managing their personal portfolios
- Accountants: Financial professionals tracking client investments
- Professional Investors: Those managing investments as part of their career
- Portfolio Managers: Professionals managing multiple investment portfolios
The platform appears to have gained traction primarily with individual investors looking for more sophisticated analytics than what their brokerages provide. Based on the features and pricing structure, Statfolio seems particularly well-suited for:
- Serious individual investors with diversified portfolios
- Small investment advisory firms
- Financial coaches and educators
- Investment clubs and groups
As a relatively new platform launched in 2021, Statfolio is still building its customer base. However, its focus on powerful analytics at accessible price points positions it well to attract more institutional users over time.
I’ve noticed that it appeals particularly to data-driven investors who want deeper insights than what most free portfolio trackers offer.
7. How Have They Benefited From It?
Users of Statfolio have reported several significant benefits from utilizing the platform:
Better Investment Decision-Making: The detailed analytics and visualizations help investors identify trends and patterns that might not be obvious from raw numbers alone. This leads to more informed investment decisions.
Time Savings: Many users have transitioned from complex spreadsheets to Statfolio, saving hours of manual calculations and updates each month. The automatic aggregation features are particularly valued for this reason.
Improved Portfolio Diversification: The sector and industry breakdowns have helped investors discover imbalances in their portfolios and make adjustments to achieve better diversification.
Enhanced Performance Tracking: The ability to see performance over time, rather than just current values, gives investors a clearer picture of how their strategies are working long-term.
Dividend Optimization: Income-focused investors have used the dividend tracking features to maximize their dividend yields and better plan their passive income strategies.
I’ve found that the most satisfied users are those who were previously struggling with spreadsheets or basic brokerage tools. For them, Statfolio represents a significant upgrade in analytical capability without requiring advanced technical skills.
The platform’s focus on visualization makes complex investment data more accessible and actionable, which has helped users improve their overall investment performance.
8. Does Statfolio Come With A Satisfaction Guarantee?
While Statfolio doesn’t explicitly mention a formal satisfaction guarantee or money-back policy on their website, they do offer several ways to try the service before committing financially:
Free Plan Option: Statfolio’s most accessible risk-reduction feature is their free plan, which allows users to create one portfolio with up to 50 orders and 10 holdings. This gives you a good taste of the platform’s capabilities without any financial commitment.
Demo Account: They offer a demo account that showcases the platform’s visualization and analytical capabilities using sample data. This allows potential users to explore the interface and features before signing up.
“Try Before You Buy” Approach: Their website encourages potential users to “try our demo account and see the power of visualization for yourself,” emphasizing their confidence in the product’s value.
Transparent Feature List: Statfolio clearly outlines what features are available at each pricing tier, helping users make informed decisions about which plan best suits their needs.
Monthly Billing: For paid plans, Statfolio uses monthly billing rather than requiring annual commitments, making it easier to try the service without a long-term financial obligation.
I appreciate this low-risk approach to trying the service. The combination of a functional free tier and demo account makes it easy to determine if Statfolio meets your needs before upgrading to a paid plan.
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