EquityStat

One place for holdings from several brokerages

EquityStat is an online portfolio application for investors who hold stocks, bonds, ETFs and mutual funds across more than one brokerage. It brings those investments into a single view, so an investor can see the whole portfolio rather than a set of separate accounts. The company says it was built by investors who found that brokerage tools were cumbersome and aimed at buying and selling rather than at tracking what an investor already owns.

Performance, net worth, dividends and gains

Each holding can be analyzed on its own, and the portfolio can be judged as a whole. The tool calculates an investor's net worth, shows how well investments are performing and tracks dividends and capital gains. The company says it can analyze individual accounts as well as the overall position, so an investor can compare how different parts of the portfolio are doing and see the effect of dividend income and costs on the result.

Tax reporting and access on any device

The application is web based, so it can be opened on a computer, a tablet or a smartphone without installing anything. The company says it supports the reporting requirements of the Internal Revenue Service, which helps when tracked results need to be put into a tax return. The interface is kept deliberately simple, according to the company, and the site describes the service as an online stock portfolio tracker that investors can use to manage and analyze their holdings in one place, so the whole picture is visible at once.