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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
PSVTracker serves as a comprehensive portfolio management tool designed for investors with diversified assets across both public markets and private investments.
Unlike most personal finance applications that limit themselves to tracking brokerage and bank accounts, PSVTracker includes a broader range of assets, such as real estate syndications, private equity and venture funds, direct property holdings, cryptocurrency, precious metals, vehicles, and liabilities, all integrated seamlessly alongside linked brokerage accounts.
The software automatically computes various financial metrics including XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for each investment as well as for the entire portfolio.
Additionally, it enables users to assess their performance by comparing expected outcomes against actual results based on sponsor projections, meticulously tracks all capital events—including contributions, distributions, and returns of capital—manages complex ownership structures and nested entities, and efficiently marks the status of K-1 forms, whether received or pending.
Connections to banks and brokerage accounts are securely facilitated through Plaid, while data is protected through encryption both in transit and at rest using AWS services.
Furthermore, users can share read-only access with their CPA, spouse, or financial advisor for collaborative management.
A free plan is available, allowing users to explore the tool without the need for a credit card.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$249/year/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
EquityStat
Founded
2014
Country
United States
Website
www.equitystat.com/portmgr/pages/home.aspx
Vendor Details
Company Name
PSVTracker
Founded
2023
Country
United States
Website
psvtracker.com
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management