Testimonials
What our customers are saying
The Best Program I Have Ever Used
This is literally the best program I’ve ever used for tracking an entire portfolio, both stocks and dividends. Other programs
I’ve tried (and my brokerage) tracks individual stocks and dividends received, but does not show overall portfolio returns,
annualized return, dividend income, cost basis with dividends and commissions, etc. EquityStat does all of that and more,
and presents it in a beautiful way that is easily understandable.
Mike
Brentwood, California
This Is Truly Fantastic Software
This is truly fantastic software. Your software gives me better information than my broker’s software. It allows me to better
evaluate my investments so I can make better informed decisions.
Doug
Vacaville, California
Thanks For The Wonderful Service
Thanks for the wonderful service. I tried several others and they were practically useless or wanted my broker passwords.
You know what you are doing and have done it correctly.
David
San Francisco, California
Just What I Was Looking For
Just wanted to let you folks know that your portfolio application was just what I was looking for.
A good portfolio application is really hard to find for my needs.
Ray
Carson City, Nevada
Thanks For Providing This Service
I wanted to say thanks for providing this service! I've tried several others and none seem as complete as EquityStat is in terms of checking things off my requirements list.
Matt
Toledo, Ohio
I Love Your Website
I just wanted to say that I LOVE YOUR WEBSITE. It has literally all the features I've been looking for
and shows all the metrics I need. For a smaller retail investor, this is the perfect portfolio tracker that
I wish I found earlier. Thank you for creating this and providing me the tools for tracking my portfolio efficiently.
Lexis
New York, New York
I Enjoy The Program
I enjoy the program and it really seems to be spot on with my Brokerages website portfolio data. Have been using it for awhile now and it's so much easier to log into instead of jumping thru hoops to get to brokers business site.
Dave
Princeton, NJ
Great Website
Great website!! Very easy to use and includes key information.
Ken
Canfield, OH