MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Our Stock Portfolio Tracker makes it easy to track the performance and analyze all of your investments in one place.
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Deep Dive with Clara AI
At EquityStat, we’re all about making investing feel a little less overwhelming and a lot more organized. We built a clean, easy‑to‑use portfolio tracker that helps everyday investors keep tabs on their stocks, ETFs, mutual funds, dividends, and overall performance — without the complexity you find in most tools. If you’ve ever wished you could view all your investments in one place, this is exactly what we created it for.
Read morePricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Transaction Management (Trade)
Trade capture, recording, and reconciliationInvestor Reporting
Provides statements, dashboards, and tax reportsPerformance Analytics (Asset)
ROI, IRR, time-weighted returns, benchmark comparisonsPortfolio Tracking
Helps in real-time monitoring of assets, holdings, and allocationsESG Scoring
Track investments by ESG complianceTax Optimization Tools
Tools that help in tax-loss harvesting, capital gains planningMarket Integration
Provides real-time market data, broker feedsRisk Management Tools
Helps in VaR, volatility, Sharpe ratio, and exposure analysisMulti-Asset Class Support
Manage Stocks, bonds, mutual funds, ETFs, and alternativesCompliance and Regulatory Reporting
Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.Scenario Modeling
Simulates "what-if" scenarios to predict the potential outcomesFree Trial
Available
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Learn more about EquityStat Pricing
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is EquityStat used for?
EquityStat is Investment Portfolio Management Software. EquityStat offers the following functionalities:
Learn more about EquityStat features.
What are the top alternatives for EquityStat?
Here`s a list of the best alternatives for EquityStat:
Does EquityStat provide API?
No, EquityStat does not provide API.
Vendor Details
Founded : 2016Contact Details
Not available
https://www.equitystat.com
Social Media Handles
Not available
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