Investment Portfolio Tracker Feature List - EquityStat

EquityStat Feature List

EquityStat's stock portfolio manager features.

Portfolio Features

  • Manage all of your stocks, mutual funds and ETFs.
  • Up to the minute stock, mutual fund and ETF quotes.
  • Instantly see the value of your portfolio based on current investment prices.
  • Create multiple portfolios to separate your investments (e.g. Stocks, Mutual Funds, 401k).
  • Track the performance of your stocks, mutual funds and ETFs.
  • Track your investment's gain, quarterly return, year-to-date return and annualized return.
  • Track your dividends for each investment, portfolio and for the entire account.
  • Easily view all transactions for an investment.
  • Track and manage your buys, sells, dividends, splits and much more for each investment.
  • Easily lookup investments by symbol or name.

Portfolio Analysis

  • Summary performance graphs and performance metrics for your account.
  • Performance graphs for each invidual investment.
  • Graphically compare your individual investments performance to the S&P 500, Dow Jones and Nasdaq indexes.
  • Graphically compare your portfolio and account performance to the S&P 500, Dow Jones and Nasdaq indexes.
  • Chart and analyze your account portfolio holdings.
  • Performance charts for your best and lowest investments for the day, year and quarter.
  • Easily drill down into each portfolio for performance analysis.
  • Chart and analyze your stock's dividends.


  • View your portfolio on all your devices, computers, tablets and smartphones.
  • View your portfolio on iPhones, iPads and Android phones.
  • Simple yet powerful interface.
  • Responsive design that adapts to your tablet, smartphone or desktop screen size.
  • Customize the data and performance metrics for your portfolio.
  • Customize the column order for your portfolio.
  • Sort your investments by name, value, return and gain.
  • Sort your tranactions by date, transaction type and amount.

Tax Reporting

  • Generate IRS Form 8949.
  • Calculate your cost basis, gains and loses for the IRS.


  • Import your investment transactions from a spreadsheet.
  • Export your transactions to a spreadsheet for safe backup.
  • Share an image of your portfolio on social media, forums, texts or email.


  • 24/7/365 real-human support.
  • Tutorials and tips on our blog