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 *EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate. The portfolio management tools with brokerage firms were too cumbersome, lacked useful features and were geared toward buying and selling stocks at the brokerage. Oth.

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 Supports IRS tax reporting requirements

Developed By Investors For Investors

Simple yet powerful user interface

• 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
• 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