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.
This profile is currently managed by the official vendor through the SaaSworthy Vendor Portal. Product details, features, pricing, and media assets are maintained directly by the company.
Free Trial
Available
No Credit Card Required, Get Started for Free
The Average Cost of a basic Investment Portfolio Management Software plan is $14 per month.
29% of Investment Portfolio Management Software offer a Free Trial , while 39% offer a Freemium Model .
Does EquityStat offer a free plan?
No, EquityStat does not offer a free plan.
Learn more about EquityStat pricing.
| Product Name | Starting Price ($) | Billed | Unit | Free Trial | Learn More |
|---|---|---|---|---|---|
EquityStat
|
- | - | - | EquityStat Pricing | |
AlphaQuark
|
- | - | - | AlphaQuark Pricing | |
Acorns
|
1 | per month | - | Acorns Pricing | |
Robinhood
|
- | - | - | Robinhood Pricing | |
MiniValuator
|
0 | - | per user | MiniValuator Pricing | |
Mantapex
|
29 | per month | - | Mantapex Pricing | |
Seeking Alpha
|
119 | per year | - | Seeking Alpha Pricing | |
Sharesight
|
7 | per month | - | Sharesight Pricing | |
Composer
|
24 | per month | - | Composer Pricing | |
Stockxy
|
5.99 | per month | per user | Stockxy Pricing |
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
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
79% 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
78% 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
78% 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
78% 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
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
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 outcomesSaaSworthy may receive compensation from some vendors featured on this page. This does not influence our editorial evaluation or ratings. [email protected]
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