Statfolio Lifetime Deal | Best ETF Portfolio Tracker
Statfolio Lifetime Deal | Best ETF Portfolio Tracker
Statfolio Lifetime Deal $99.00
For nearly a century, traditional mutual funds have offered many advantages over building a portfolio one security at a time. Mutual funds provide investors broad diversification, professional management, relative low cost, and daily liquidity. Exchange-traded funds (ETFs) take the benefits of mutual fund investing to the next level. ETFs can offer lower operating costs than traditional open-end funds, flexible trading, greater transparency, and better tax efficiency in taxable accounts. There are drawbacks, however, including trading costs and learning complexities of the product. Most informed financial experts agree that the pluses of ETFs overshadow the minuses by a sizable margin.
Investors may wish to quickly gain portfolio exposure to specific sectors, styles, industries, or countries but do not have expertise in those areas. Given the wide variety of sector, style, industry, and country categories available, ETF shares may be able to provide an investor easy exposure to a specific desired market segment.
ETFs are now traded on virtually every major asset class, commodity, and currency in the world. Moreover, innovative new ETF structures embody a particular investment or trading strategy. For example, through ETFs an investor can buy or sell stock market volatility or invest on a continuous basis in the highest yielding currencies in the world.
In certain situations, an investor may have significant risk in a particular sector but cannot diversify that risk because of restrictions or taxes. In that case, the person can short an industry-sector ETF or buy an ETF that shorts an industry for them.
Introducing Stafolio
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. It can answer some important questions like “How did my investments perform over the past year?”, “Is my portfolio diversified enough?”, “What is happening with some individual sectors/industries of my investments right now?” and more.
Powerful portfolio tracker
Visualize your investments like never before. Understand your diversification. Analyze individual sectors and industries.
Understand your holdings
All your holdings are aggregated into a single table that can be sorted and filtered as you wish. For each holding you can see how much you invested, the gain and gain percentage, average price and others.
Visualize your investments
Visualize the performance of your portfolios, understand the diversification or drill down into each sector, industry or holding. See how the portfolio grew over time, how much each sector is contributing, the realized and the unrealized profit, top sectors/industries/holdings and many more.
Research opportunities for new investments
Check price and volume data, read news, analyze financial statements and see the most important fundamentals of each company. Make sure that you understand the current situation of a company before investing in it so that you only invest in the most successful companies.
$1,800.00$99.00