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What is StockFly?

StockFly offers a platform for tracking your investment portfolio across multiple currencies, simplifying stock data comprehension, and planning your next steps in a safe, advertisement-free setting. Each transaction—be it a purchase, sale, or dividend—is adjusted based on the exchange rate from the relevant date, guaranteeing that the returns shown accurately represent your true profits. Users can conveniently upload their historical data in bulk, evaluate money-weighted returns, compare their performance to various indices and ETFs, and monitor dividends post-tax. The Explorer feature provides an analysis of trends, company valuations, financial stability, risks, and dividend safety. In addition, you have the capability to create hypothetical investment scenarios, set target allocations, and produce tax summaries that can be exported in PDF or Excel formats, thus enhancing your investment management experience. Moreover, StockFly empowers users to make educated financial choices by offering insights that cater specifically to the individual needs of their portfolios. This customization aids in navigating the complex world of investments more effectively.

What is Investortools?

Investortools provides essential insights for recognizing and measuring the various elements that influence a portfolio's total return. Explore the underlying mathematical principles that drive these assessments and learn how the Custom Index Manager (CIM) can clarify your portfolio's performance. Factor-based attribution dissects returns by applying independent systematic factors, including income effects, yield curve adjustments, and spread influences. In contrast, allocation attribution centers on the excess return—defined as the difference between the portfolio's overall return and the benchmark's total return—arising from strategic allocation decisions and variations within each category. Furthermore, simulated performance offers a thorough (Bottom-Up) evaluation of Total Return, deepening your comprehension of investment results. This multifaceted approach not only enhances an investor's understanding but also equips them with the essential tools needed to make well-informed decisions and fine-tune their portfolio strategies for optimal results. Ultimately, these insights empower investors to navigate the complexities of the market with greater confidence.

Media

Media

Integrations Supported

Gemini
Google
Microsoft Excel
Yahoo Finance

Integrations Supported

API Availability

API Availability

Pricing Information

$0
The entire dashboard is free permanently, with no limit on the number of holdings. Portfolio tracking, money-weighted returns, automatic dividend recording net of withholding tax, benchmark comparison and the broker file import are all on the free tier.

Every new account gets 30 days of Pro with no card required.

Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports.

Nothing is deleted or hidden when a trial or a subscription ends.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Chromebook

Supported Platforms

SaaS
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

StockFly

Date Founded

2026

Company Location

United Arab Emirates

Company Website

stockfly.app

Company Facts

Organization Name

Investortools

Date Founded

1983

Company Location

United States

Company Website

www.invtools.com

Categories and Features

Stock Portfolio Management

Technical Analysis

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests

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