EquityStat
EquityStat is a revolutionary web-based portfolio management tool that streamlines the tracking of stocks, bonds, ETFs, and mutual funds across multiple brokerages. Users can effortlessly analyze individual investments and overall portfolio performance, including annualized returns and dividend income, all while meeting IRS tax reporting requirements. With an intuitive interface accessible on any device, it empowers investors to make informed decisions and manage their financial futures with ease.
Top EquityStat Alternatives
Tamarac
An open platform designed for Registered Investment Advisors, Tamarac offers extensive integration options to enhance operational efficiency.
Solvas|Portfolio
Solvas|Portfolio offers a robust solution for multi-asset class portfolio administration and reporting.
Write-Up
Write-Up streamlines stock portfolio accounting for high net worth clients, enabling firms to manage labor-intensive tasks efficiently.
Morningstar Office Cloud
Morningstar Office Cloud is a robust stock portfolio management software designed for Registered Investment Advisors (RIAs).
Ziggma
With a lightning-fast stock screener, users can discover promising investment opportunities in seconds.
Benzinga Pro
Equipped with real-time insights and alerts, this stock portfolio management software empowers investors to trade with confidence.
Utluna
By seamlessly syncing accounts across various financial institutions in under five minutes, it provides a...
Kavout
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My Stocks Portfolio
The platform offers customizable news feeds, currency conversions, and visual portfolio allocations, enabling users to...
Clear Street Studio
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TRobo
Users can tailor portfolios by setting risk levels and providing descriptions, all while viewing performance...
Fund Manager
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MarketGrader
By leveraging big-data technology, it provides daily updates on company ratings, focusing on Growth, Value...
Portfolio Trader
Users can effortlessly track multiple portfolios and multi-currency holdings, benefiting from in-depth Profit & Loss...
INDATA iPM Portfolio Architect AI
It streamlines workflows for traders, portfolio managers, and compliance officers, enhancing efficiency and automation...
Top EquityStat Features
- Comprehensive investment tracking
- Multi-brokerage integration
- Portfolio performance analysis
- User-friendly interface
- Mobile access compatibility
- IRS tax reporting support
- Annualized return calculation
- Cost basis tracking
- Dividend income tracking
- Visual performance presentations
- Customizable investment categories
- Real-time market data updates
- Secure data handling
- Historical performance comparisons
- Performance benchmarking tools
- Investment decision support
- Multi-device synchronization
- Alerts for significant changes
- Easy-to-read analytics dashboard
- User-centric design.
Top EquityStat Alternatives
- Tamarac
- Solvas|Portfolio
- Write-Up
- Morningstar Office Cloud
- Ziggma
- Benzinga Pro
- Utluna
- Kavout
- My Stocks Portfolio
- Clear Street Studio
- TRobo
- Fund Manager
- MarketGrader
- Portfolio Trader
- INDATA iPM Portfolio Architect AI
