EquityStat – Who, What and Why?

Who is EquityStat?

EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. The old adage “necessity is the mother of invention” was the driving force behind the founding of EquityStat. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate.

Why EquityStat?

EquityStat wanted a way to track and manage all of our investments in one application from the cloud. As many investors know, your investments are scattered about many brokerages, mutual funds and retirement plans. Our goal was to create an application where investors could manage all of their investments in a single location. In addition we wanted to be able to access investments from any computer or device. Whether at home, work or at the accountant’s office, we wanted to be able to access our investment portfolio.

What is EquityStat?

  • Manage all of your Financial InvestmentsHandles all of your stock, bond, ETF and mutual fund investments from all of your brokerages
  • Track the Performance of your InvestmentsAnalyze your individual investments and your overall portfolio
  • Generate Tax ReportsSupports IRS tax reporting requirements
  • View your Investment Portfolio on all of your DevicesWeb based portfolio management tool that you can view on any computer or tablet