Welcome To EquityStat
Manage All Of Your Financial Investments In One Place
Handles all of your stock, bond, ETF and mutual fund investments from all of your brokerages
Track The Performance Of Your Investments
Analyze your individual investments and your overall portfolio
View Your Investment Portfolio On All Of Your Devices
Web based portfolio management tool that you can view on any computer, tablet or smart phone
Generate Tax Reports
Supports IRS tax reporting requirements
Developed By Investors For Investors
Simple yet powerful user interface
Features
- Track and Manage All Of Your Financial Investments
- Easily Calculate Your Net Worth
- Know How Well Your Investments Are Performing
- Analyze Your Account and Individual Portfolios
- Track Your Dividends
- View Your Portfolio On Your Computer, Tablet Or Smart Phone
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.
Mike
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.
Doug
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.
David
San Francisco, California
