Investment Portfolio Tracker Testimonials - EquityStat


What our customers are saying

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.

Brentwood, California

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.

Vacaville, California

Thanks For The Wonderful Service

Thanks for the wonderful service. I tried several others and they were practically useless or wanted my broker passwords. You know what you are doing and have done it correctly.

San Francisco, California

Just What I Was Looking For

Just wanted to let you folks know that your portfolio application was just what I was looking for. A good portfolio application is really hard to find for my needs.

Carson City, Nevada

Thanks For Providing This Service

I wanted to say thanks for providing this service! I've tried several others and none seem as complete as EquityStat is in terms of checking things off my requirements list.

Toledo, Ohio

I Love Your Website

I just wanted to say that I LOVE YOUR WEBSITE. It has literally all the features I've been looking for and shows all the metrics I need. For a smaller retail investor, this is the perfect portfolio tracker that I wish I found earlier. Thank you for creating this and providing me the tools for tracking my portfolio efficiently.

New York, New York

I Enjoy The Program

I enjoy the program and it really seems to be spot on with my Brokerages website portfolio data. Have been using it for awhile now and it's so much easier to log into instead of jumping thru hoops to get to brokers business site.

Princeton, NJ

Great Website

Great website!! Very easy to use and includes key information.

Canfield, OH