Stock Portfolio Tracker - EquityStat

Stock Portfolio Tracker

Track and manage your stocks using EquityStat's stock portfolio tracker!
This is truly fantastic software. Your software gives me better information than my broker’s software. It allows me to better evaluate my investments so I can make better informed decisions.
  - Doug E., Vacaville, California
  • Track and Manage Your Stocks.

    Track, manage and analyze your stocks, mutual funds and ETFs in one place. No more logging into all your brokerage and mutual fund accounts to view your portfolio.

  • Instantly see how rich you are getting!

    Real-time quotes and performance metrics for your investments. With EquityStat's portfolio manager you can see how each investment is performing and how well your entire portfolio is performing.

  • Easily calculate your net worth.

    View your entire stock portfolio in one place to instantly see your net worth.

  • Know how well your investments are performing!

    Track how well your investments are performing for the quarter, year and the lifetime of your investments.

  • Easily view, add, edit and delete transactions for each investment.

    All of your transactions for each investment are grouped together which you can easily view, add, edit and delete.

  • Analyze your account and individual portfolios.

    Instantly see which investments are your top performers and track the performance for your account and portfolios graphically.

  • View your portfolio on any computer or device.

    We know you have Macs, iPads, Android tablets and want your investment portfolio to work on those devices. EquityStat's investment software works on all computers and devices.

  • Developed by Investors for Investors.

    EquityStat was written by investors for investors. We know what you want in an investment portfolio manager because we are investors. Oh, and we listen to your feedback too!

  • Import your investments from a spreadsheet or comma separated variable file (csv file).

    If you have your investment transactions in a spreadsheet, you can easily import them into your portfolio without having to manually enter all your transactions.

  • Generate tax forms for sold investments.

    If you have sold any stocks you can generate IRS Form 8949 which your tax preparer needs to calculate your capital gain taxes.