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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. Other applications were limited to running only Windows computers which meant that the investment portfolio could only be accessed from the computer running the portfolio management software. EquityStat wanted a way to track and manage all of our investments in one application from the cloud. As many investors know, your investments are scattered about many brokerages, mutual funds and retirement plans.
- Investment-management
- English
Screenshot & Video
LICENSING & DEPLOYMENT
- Open Source
- Cloud Hosted
- Windows
- Mac
- Linux
SUPPORT
- Email
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
EquityStat Pricing
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
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No
Payment Frequency
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Quote Based
EquityStat Reviews
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