StockAnalysis.com is the best free per-ticker research site on the internet — financials, screeners, dividend history, all on individual stocks. Foliolytic is the whole-portfolio analytics layer it doesn't try to be. Different jobs. Most investors use both.
Try Foliolytic Free →No — they solve different problems. StockAnalysis.com is for researching individual stocks before you buy: financials, ratios, dividend history, analyst estimates, stock screeners. Foliolytic is for evaluating what you already hold across your entire portfolio: Sharpe ratio, Sortino, drawdowns, alpha, beta, XIRR, 70+ metrics. The standard retail workflow uses both — StockAnalysis.com to research candidates, Foliolytic to evaluate the resulting portfolio. Neither is a substitute for the other.
Whole-portfolio · Sharpe · Sortino · Drawdowns · Alpha · 70+ metricsStockAnalysis.com is one of the genuinely best free resources on the internet for retail investors. It covers 130,000+ tickers with financials, ratios, dividend history, analyst estimates, and a competent stock screener. The free tier needs no registration and is more useful than most paid stock research sites. Pro at $79/year unlocks 40 years of historical financial data, CSV/Excel export, expanded screener filters, and removes ads — pricing verified at stockanalysis.com/pro as of May 2026.
Foliolytic does something different. You upload a portfolio CSV — Schwab, Fidelity, Interactive Brokers, Robinhood, Coinbase, whatever — and immediately see Sharpe ratio, Sortino, max drawdown, alpha vs S&P 500, beta, R-squared, XIRR, Value at Risk, Calmar ratio, Treynor ratio, plus 60+ other metrics on the portfolio as a whole. StockAnalysis.com gives you metrics on AAPL the stock; Foliolytic gives you metrics on your portfolio that happens to contain AAPL, along with everything else you hold.
The standard retail workflow uses both. Research candidates on StockAnalysis.com. Buy or skip. Periodically upload the portfolio to Foliolytic to see how the resulting collection is actually performing risk-adjusted. There's no overlap and no decision to make between them.
Most rows below are intentionally "different job" rather than "yes/no" — these tools really do cover different territory.
StockAnalysis.com is the right tool when the question is about an individual stock, not your portfolio.
Foliolytic is the right tool when the question is about your portfolio as a whole, not any single stock.
$0 / month, $0 / year, no subscription. Every metric, every brokerage format, every chart is free. No holdings cap, no time limit, no ads.
Pricing verified at stockanalysis.com/pro as of May 2026. Both tools are genuinely free at their entry tier; Pro is one of the better-value subscriptions in retail finance research.
StockAnalysis.com has minimal privacy surface area because there is nothing to upload — you browse it like Wikipedia for stocks. Account creation is required only for Pro. Free use is anonymous.
Foliolytic is the opposite shape: you upload a portfolio CSV, but there's no account, no credentials, no broker login, and no advertising trackers beyond standard web analytics. Both tools avoid the surveillance-aggregator model — StockAnalysis by being a read-only data publisher, Foliolytic by not asking for an identity.
This is the workflow most active retail investors converge on. They are sequential, not competitive.
Find candidates. Read financials. Run the screener. Check dividend history. Decide whether to buy.
Place the trade. Hold. Rinse and repeat over months and years.
Periodically (quarterly is fine) export the transaction history from your brokerage and drop it onto foliolytic.com. Foliolytic computes Sharpe, Sortino, drawdowns, alpha, beta, XIRR, and 65+ other metrics on the portfolio. You see whether the cumulative effect of your research-and-buy decisions is actually producing risk-adjusted return — or whether you're just lucky and the market has been kind.
Already use StockAnalysis.com to pick stocks? Drop your brokerage CSV here to see how your full portfolio is actually performing — Sharpe, Sortino, drawdowns, alpha, 70+ metrics, free.
Analyze My Portfolio Free →Yes — StockAnalysis.com has a genuinely useful free tier with no registration required. Search any of 130,000+ covered tickers and access core financials, ratios, and the basic screener. Trade-off is ads. Pro is $79/year — removes ads, unlocks 40 years of historical data, expands the screener, enables CSV/Excel export, and provides near real-time prices. Unlimited is $199/year. Verify at stockanalysis.com/pro.
StockAnalysis.com does not require you to upload portfolio data or link broker credentials — it is a per-ticker research site. You browse it like Wikipedia for stocks. Foliolytic is the opposite direction: you upload a portfolio CSV for whole-portfolio analytics. No signup, no broker login, no PII collected, and we don't sell or share data with third parties. Different jobs.
Yes. StockAnalysis.com's free tier requires no registration to browse any ticker or use the basic screener. Pro subscription does require account creation. Foliolytic also requires no signup for its full feature set.
No. StockAnalysis.com is a per-ticker research platform — financials, ratios, screeners, dividend history, analyst estimates, all at the individual-stock level. It does not ingest your portfolio CSV or compute whole-portfolio metrics like Sharpe ratio, Sortino, max drawdown, alpha, or XIRR. That's Foliolytic's job. Most retail investors use both — StockAnalysis.com to research what to buy, Foliolytic to evaluate what they hold.
Use Foliolytic when the question is "how is my portfolio doing?" — Sharpe, Sortino, drawdowns, alpha vs benchmark, XIRR, 70+ metrics across your full holdings. Use StockAnalysis.com when the question is "how is this one stock doing?" — financials, ratios, screening, fundamentals. They are not competitors; they are sequential tools in a normal retail workflow.
No. Foliolytic does not provide per-ticker fundamental research, financial statements, analyst estimates, or stock screeners. Foliolytic does provide an Individual Stock Analysis chart for each ticker in your portfolio — showing your specific cost basis, return contribution, dividends earned, and per-ticker drawdown — but it does not replace deep fundamental research. Use StockAnalysis.com for that, Foliolytic for portfolio-level analytics.