About EquityStat
EquityStat is an online stock portfolio tracker for investors to manage, track, and analyze stocks, bonds, ETFs, and mutual fund investments in one place. It is a web-based tool accessible on desktops, tablets, and smartphones.
EquityStat is a web-based stock portfolio management tool designed for investors who need to consolidate and analyze their holdings from multiple brokerages. The platform allows users to track stocks, bonds, ETFs, and mutual funds in one place. Key features include detailed performance tracking (quarterly, YTD, annualized returns), dividend monitoring, and comparison against major market indexes like the S&P 500 and Dow Jones. It also provides tax reporting tools, including the generation of IRS Form 8949. The service is accessible on any device with a web browser. EquityStat offers a free version, and support is available via an email contact form on their help page. The platform does not appear to offer direct integrations with brokerage accounts, relying on manual entry or spreadsheet imports.
Pros & Cons
- Consolidates investments from multiple brokerages into a single view.
- Provides performance analysis with comparisons to major market indexes.
- Includes tools for tax reporting, such as generating IRS Form 8949.
- Accessible on any device with a web browser, including desktops, tablets, and smartphones.
- Offers a free sign-up option for tracking a portfolio.
- Does not mention direct integration with brokerage accounts, likely requiring manual data entry or spreadsheet imports.
- The website does not publish any information on pricing for premium features.
- Support is limited to an email form, with no phone or live chat options mentioned.
Features
Key features
Manage all stocks, bonds, ETFs, and mutual fund investments from various brokerages in a single application.
Track investment gain, quarterly return, year-to-date return, and annualized return, with graphical comparisons to market indexes like the S&P 500.
Monitor dividends for each investment, portfolio, and the entire account.
Generate IRS Form 8949 and calculate cost basis, gains, and losses for tax purposes.
View and manage your portfolio on any computer, tablet, or smartphone via a web browser.
Additional features
Create multiple portfolios to separate and organize different sets of investments (e.g., Stocks, 401k).
Track buys, sells, dividends, and splits for each investment.
Display your portfolio's composition and value on any past date.
Import investment transactions from a spreadsheet and export for backup.
Customize the data columns and their order in your portfolio view.
Access up-to-the-minute quotes for stocks, mutual funds, and ETFs.
Easily find investments by their symbol or name.
Share an image of your portfolio on social media, forums, or via text and email.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About EquityStat
EquityStat is an online stock portfolio tracker for investors to manage, track, and analyze stocks, bonds, ETFs, and mutual fund investments in one place. It is a web-based tool accessible on desktops, tablets, and smartphones.
EquityStat Details
EquityStat's In-App Market Place
Does EquityStat have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
5
Mini Apps
1. Portfolio Slicer - A tool to help analyze and track your stock portfolio performance.
2. Stock Screener - An add-on that allows for advanced stock screening capabilities.
3. Dividend Tracker - Helps keep track of dividend payments and overall dividend income.
4. Chart Analysis Tool - Provides advanced charting and technical analysis features.
5. Watchlist Manager - A tool to help manage and track stocks on your watchlist.
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), HKD (HK$), INR (₹), SGD (S$), KRW (₩), SEK (kr), NZD (NZ$), MXN (Mex$), NOK (kr), BRL (R$)
Pros & Cons
- Consolidates investments from multiple brokerages into a single view.
- Provides performance analysis with comparisons to major market indexes.
- Includes tools for tax reporting, such as generating IRS Form 8949.
- Accessible on any device with a web browser, including desktops, tablets, and smartphones.
- Offers a free sign-up option for tracking a portfolio.
- Does not mention direct integration with brokerage accounts, likely requiring manual data entry or spreadsheet imports.
- The website does not publish any information on pricing for premium features.
- Support is limited to an email form, with no phone or live chat options mentioned.
EquityStat's Support Options
Email Address
support@equitystat.comDocumentation
https://www.equitystat.com/portmgr/pages/help.aspxEquityStat's Alternatives
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