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Sectors

Stock Portfolio Management Software

EquityStat

Web-based portfolio tracker for individual investors who hold stocks, bonds, ETFs and mutual funds

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About 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

Profile written by TrustList from the business's own published information, Oct 2026.

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Categories & features

Rankings

As of 2026-10-26. Organic ranks only; sponsored placements are never ranks.

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