EquityStat is an online stock portfolio tracker designed to offer investors a comprehensive and user-friendly platform for managing and analyzing their investments.
Key Features of EquityStat:
- Comprehensive Investment Tracking: EquityStat allows users to track a wide range of investments, including stocks, bonds, ETFs, and mutual funds, across different brokerages in one centralized location
- Real-Time Quotes and Performance Metrics: The platform provides real-time quotes and performance metrics for investments, enabling users to see how their investments are performing at any given moment
- Financial Calculations and Analysis: EquityStat offers various financial calculations to help users evaluate their portfolio’s performance, including overall portfolio returns, annualized return, dividend income, and cost basis with dividends and commissions
- User-Friendly Interface: Designed with simplicity in mind, EquityStat features a simple yet powerful user interface that makes it easy for users to enter or import investment data, view, add, edit, and delete transactions for each investment
- Cross-Platform Accessibility: Being a web-based application, EquityStat can be accessed from any computer or device with internet access, including Windows and Apple computers, as well as iPad, Android, and Windows tablets
- IRS Tax Reporting Support: The platform supports IRS tax reporting requirements, making it easier for users to manage their investment-related tax obligations
- Investment Tracking
- Portfolio Management
Free Trial: N/A
Free Version: Yes
Price: Free
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I’ve used, tested and evaluated financial tools for more than 15 years. This directory is where I keep track of all of those tools, including software, apps, and calculators. I hope it will prove useful to you. And if you know of an app I should add to this directory, please let me know.
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