About EquityStat
EquityStat is a web-based stock portfolio tracking and investment management application designed to help investors organize, analyze, and monitor their financial holdings across multiple brokerages.
EquityStat is a web-based stock portfolio tracking and investment management application designed to help investors organize, analyze, and monitor their financial holdings across multiple brokerages. The software offers a centralized platform where users can manage stocks, bonds, ETFs, and mutual funds, eliminating the need to log into separate financial accounts to assess overall wealth. The tool provides analytical capabilities, allowing users to evaluate both individual assets and overall portfolio returns, annualized performance, dividend income, and cost basis accounting for commissions. Designed with simplicity in mind, EquityStat accessible across all modern desktop, tablet, and smartphone browsers, delivering mobile responsiveness without requiring software installation. Additionally, it streamlines tax preparation by supporting standard IRS tax reporting requirements for investment transactions.
Pros & Cons
- Tracks investments across multiple brokerages in a unified web-based application interface.
- Calculates accurate cost basis accounting for reinvested dividends and brokerage commissions.
- Calculates accurate cost basis accounting for reinvested dividends and brokerage commissions.
- Provides web-based access across desktop browsers, tablets, and smartphones without installation.
- Includes dedicated financial tools such as custom wealth calculators for specific stock holdings.
- Provides limited collaboration tools for managing shared investment or family accounts.
- Does not include direct automated order execution or trade placement within the platform.
- Provides minimal features for institutional traders and complex derivative market assets.
- Does not support automated direct bank account or cash balance syncing capabilities.
- Offers limited advanced technical charting tools compared to complex trading platforms.
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
Available in
Interface languages
Billing currencies
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About EquityStat
EquityStat is a web-based stock portfolio tracking and investment management application designed to help investors organize, analyze, and monitor their financial holdings across multiple brokerages.
EquityStat Details
EquityStat's In-App Market Place
Does EquityStat have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
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$), NOK (kr), BRL (R$), USD
Pros & Cons
- Tracks investments across multiple brokerages in a unified web-based application interface.
- Calculates accurate cost basis accounting for reinvested dividends and brokerage commissions.
- Calculates accurate cost basis accounting for reinvested dividends and brokerage commissions.
- Provides web-based access across desktop browsers, tablets, and smartphones without installation.
- Includes dedicated financial tools such as custom wealth calculators for specific stock holdings.
- Provides limited collaboration tools for managing shared investment or family accounts.
- Does not include direct automated order execution or trade placement within the platform.
- Provides minimal features for institutional traders and complex derivative market assets.
- Does not support automated direct bank account or cash balance syncing capabilities.
- Offers limited advanced technical charting tools compared to complex trading platforms.
EquityStat's Support Options
Email Address
support@equitystat.comDocumentation
https://www.equitystat.com/portmgr/pages/help.aspxEquityStat's Alternatives
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