Audience

Investors who need a stock portfolio tracker solution to track the performance and analyze all of their investments in one place

About EquityStat

Our stock portfolio tracker makes it easy to track the performance and analyze all of your investments in one place. EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. The old adage “necessity is the mother of invention” was the driving force behind the founding of EquityStat. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate. The portfolio management tools with brokerage firms were too cumbersome, lacked useful features and were geared toward buying and selling stocks at the brokerage. A Fortune 500 investment portfolio application was at first adequate but for some unexplained reason, useful features started disappearing. Other applications were limited to running only Windows computers which meant that the investment portfolio could only be accessed from the computer running the portfolio management software.

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Integrations

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Ratings/Reviews

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Company Information

EquityStat
Founded: 2014
United States
www.equitystat.com/portmgr/pages/home.aspx

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Product Details

Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Live Online
Support
24/7 Live Support
Online

EquityStat Frequently Asked Questions

Q: What kinds of users and organization types does EquityStat work with?
Q: What languages does EquityStat support in their product?
Q: What kind of support options does EquityStat offer?
Q: Does EquityStat have a mobile app?
Q: What type of training does EquityStat provide?

EquityStat Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management