Stock Portfolio Tracker - EquityStat
Track and Manage your stocks, mutual funds and ETFs in one place.

Track, Manage and Analyze
Your Stocks

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

Instantly See How Rich You Are Getting.

Instantly See How Rich
You Are Getting!

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

Easily calculate your net worth.

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 performning.

Know How Well Your Investments
Are Performing!

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

EquityStat's Portfolio
Manager Features

Easily View, Add, Edit and Delete Transactions For Each Investment

Easily View, Add, Edit and Delete Transactions For Each Investment.

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

Easily View, Add, Edit and Delete Transactions For Each Investment
Analyze Your Account and Individual Stock Market Financial Portfolios

Analyze Your Account and Individual Portfolios.

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

Analyze Your Account and Individual Stock Market Financial Portfolios
View your stock portfolio on any computer, tablet or mobile phone.

View your stock portfolio on any computer, tablet or mobile phone.

Developed by investors for investors.

Developed by investors for investors.

Generate tax forms to report your gains/losses to the IRS.

Generate tax forms to report your gains/losses to the IRS.

Import your stock transactions from an excel spreadsheet.

Import your
stock transactions
from a spreadsheet.

Import your dividends from a spreadsheet.

Imports your
stock transactions
from a spreadsheet.

What EquityStat's customers are saying.

What Our Customers Are Saying

This Is Truly Fantastic Stock Portfolio Tracking Software.

This Is Truly Fantastic Software

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
Vacaville, CA

The Best Stock Portfolio Management Program I Have Ever Used

The Best Program I Have Ever Used

This is literally the best program I’ve ever used for tracking an entire portfolio, both stocks and dividends. Other programs I’ve tried (and my brokerage) tracks individual stocks and dividends received, but does not show overall portfolio returns, annualized return, dividend income, cost basis with dividends and commissions, etc. EquityStat does all of that and more, and presents it in a beautiful way that is easily understandable.

Mike
Brentwood, CA

Track & Manage Your Stocks Using
EquityStat's Stock Portfolio Tracker.