EquityStat

EquityStat is an online investment portfolio application created by investors for investors. Its makers found brokerage tools too cumbersome and too focused on trading, so they built a tracker that brings holdings from several brokerages into one view.

What EquityStat offers

• Combined holdings — handles stocks, bonds, ETFs and mutual funds from all of a user's brokerages.
• Performance tracking — shows how individual investments and the whole portfolio are doing.
• Net worth — calculates an overall net worth figure.
• Dividends and gains — tracks dividends and capital gains.
• Tax support — supports IRS tax reporting requirements.

Who it works with

Private investors who manage their own accounts and want one place to follow them.

Key facts

• Access: web-based, viewable on a computer, tablet or phone
• Interface: described as simple to use
• Access model: the site describes it as an online tracker offered without charge