Stock Portfolio Tracker Features

EquityStat brings your stocks, mutual funds, and ETFs together in one stock portfolio tracker, so you're not piecing your financial picture together from separate brokerage logins.

Prices update automatically throughout the trading day, so the value and performance numbers you're looking at always reflect current market data, not a stale snapshot from your last login.

Because investment prices update automatically, your total portfolio value stays current the moment you open EquityStat, without needing to manually refresh or recalculate anything yourself.

If you want to keep different accounts separate, you can organize your investments into as many portfolios as you like, then still see everything rolled up together when you want the full picture.

Every holding is tracked individually, so you can see exactly which investments are driving your returns and which ones are underperforming.

Beyond simple gain or loss, EquityStat calculates the performance metrics serious investors actually use to evaluate an investment over time, so you can compare holdings on equal footing regardless of how long you've held them.

As a dedicated stock dividend tracker, EquityStat logs dividend income at the individual holding level and rolls it up to the portfolio and account level, giving you a clear picture of your total dividend income across everything you own.

Every transaction for a given holding, including buys, sells, dividends, splits, and capital gains, is recorded in your transaction history, so you never have to dig through old brokerage statements to reconstruct what happened.

You can log every type of transaction, directly against the relevant holding, keeping a complete and accurate record for each investment in your stock portfolio manager.

Adding a new holding takes seconds. Just search by ticker symbol or company name and EquityStat pulls in the investment details for you.

You can view exactly what your portfolio looked like on any past date, which is useful for reviewing past performance, checking a specific point in time for tax purposes, or simply seeing how far you've come.

Your entire account's performance is visualized in summary graphs, so you can see your overall trajectory at a glance instead of piecing it together from individual holdings.

Every stock, ETF, and mutual fund has its own performance graph, making it easy to spot which investments are outperforming or underperforming over time.

Raw returns only tell part of the story. EquityStat lets you benchmark each investment directly against the S&P 500, Dow Jones, and Nasdaq, so you can see whether a holding is beating, matching, or underperforming the index.

The same benchmarking applies at the portfolio and account level, giving you a clear answer to one of the most important questions in investing: is my overall strategy beating the index?

A graph shows how your holdings are distributed across your account, giving you a clear sense of how much of each investment you own relative to everything else in your portfolio.

Quickly identify your top and lowest performers across different timeframes, so you know exactly where your gains and losses are coming from.

Start at the account level and drill down into any individual portfolio for a closer look at performance, without losing the broader context of how it fits into your other investments.

As part of EquityStat's stock portfolio analysis tools, dividend income is charted over time, so you can track growth in your dividend income the same way you'd track growth in share price.

EquityStat is fully accessible whether you're checking your portfolio from a desktop at home or your phone on the go.

No app download is required. EquityStat works directly in the browser on iPhone, iPad, and Android devices.

The interface is designed to be easy to use for new investors while still providing the depth of data that more experienced investors expect from a serious stock portfolio manager.

The layout automatically adjusts to whatever screen you're using, so you get a properly formatted view whether you're on a large monitor or a phone screen.

You can choose which performance metrics to display and which to hide, so your view only shows the numbers you actually care about.

Rearrange the columns to match how you personally like to review your holdings.

Click on any column heading in your portfolio to sort your holdings by that column.

Your transaction history can be sorted the same way, making it easy to find a specific trade or review activity over a specific period.

Form 8949 calculates your long-term and short-term gains and losses for any investments you sold during the year. EquityStat generates this form directly from your recorded transactions, so you can hand it straight to your accountant to calculate your taxes on those sales.

Cost basis, gains, and losses are calculated automatically from your transaction history, giving you the exact figures the IRS requires without manual spreadsheet work.

You can import your transaction history from a spreadsheet or CSV file exported from your brokerage, mutual fund, or 401(k), instead of re-entering everything by hand.

Your full transaction history can be exported at any time, giving you an independent backup outside of EquityStat.

Generate a PDF of your portfolio that you can print or save for your records.

Generate a shareable image of your portfolio to post on social media or forums, or send by text or email, without giving anyone access to your account.

If you run into a question, real people are available around the clock to help.