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Description
Our investment portfolio tracker simplifies the process of monitoring and evaluating your financial assets all in one convenient location. EquityStat stands out as an effective and user-friendly application designed specifically for investors. Created by individuals who understand the needs of investors, its inception was inspired by the principle that necessity drives innovation. We realized that the available options for tracking, managing, and assessing investments fell short of expectations. Brokerage firms' portfolio management tools were often too complex, lacked essential functionalities, and were primarily focused on facilitating stock trading rather than comprehensive investment analysis. Initially, a certain Fortune 500 investment portfolio application met our needs, but over time, it inexplicably lost several valuable features. Additionally, many competing applications were restricted to Windows operating systems, limiting access to investment portfolios solely from the computers that hosted the management software. With EquityStat, you can enjoy seamless access to your portfolio from any device, ensuring that you stay informed about your investments anytime, anywhere.
Description
Discover the ultimate modern portfolio tracker designed to manage all your assets seamlessly—both traditional and cryptocurrency. With the ability to connect to a multitude of global banks, brokerages, stocks, and currencies, you can keep your investments organized effortlessly. Link your online brokerage accounts or manually input individual stocks to monitor their current values in real-time. Access up-to-date balances from your cryptocurrency wallets and exchange accounts, or simply add your coins to keep tabs on your crypto portfolio's worth in your preferred currency. Kubera is compatible with over 20,000 banks across the globe and employs cutting-edge account aggregation technology, ensuring dependable connectivity to numerous online financial institutions worldwide. In addition, you can track the current value of your properties using real-time market data sourced from Zillow (available for the US only) and monitor the estimated market worth of your vehicles. Kubera also allows for the assessment of the market value of any web domain names you possess. Supporting almost every currency globally, you can combine your Japanese Yens with your Euros to create a comprehensive dashboard that displays their values in your local currency, providing you with a clear overview of your financial landscape. This holistic approach to asset tracking empowers you to make informed investment decisions with ease.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Bitstamp
No
AWS Marketplace
No
AliExpress
No
Binance
No
BitGo
No
BitMEX
No
Bitfinex
No
Coinbase
No
DataCandy
No
HTX
No
Integrations
Bitstamp
Yes
AWS Marketplace
Yes
AliExpress
Yes
Binance
Yes
BitGo
Yes
BitMEX
Yes
Bitfinex
Yes
Coinbase
Yes
DataCandy
Yes
HTX
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$12 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EquityStat
Founded
2014
Country
United States
Website
www.equitystat.com/portmgr/pages/home.aspx
Vendor Details
Company Name
Kubera
Website
www.kubera.com
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
