EquityStat Description

Our stock portfolio tracker makes tracking and analysis of all your investments easy. EquityStat is an easy-to-use investment portfolio application. It was created by investors for investors. EquityStat was founded on the old adage that "necessity, mother of invention". We discovered that the tools available to track, manage, and evaluate investments were not adequate. The brokerage firms' portfolio management tools were too complicated, did not have useful features, and were only geared towards buying and selling stocks. The Fortune 500 investment portfolio application was initially adequate, but over time, the useful features began to disappear. Other applications could only run on Windows computers, which meant that you could only access the portfolio management software from your computer.

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Company Details

Company:
EquityStat
Year Founded:
2014
Headquarters:
United States
Website:
www.equitystat.com/portmgr/pages/home.aspx

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Product Details

Platforms
SaaS
Windows
iPhone
iPad
Android
Type of Training
Live Online
Customer Support
24/7 Live Support
Online

EquityStat Features and Options

Stock Portfolio Management Software

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