# EquityStat Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about EquityStat Software - reviews, pricing plans, popular comparisons to other Stock Portfolio Management products and more. Source: https://www.capterra.com/p/173138/EquityStat --- # EquityStat Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) EquityStat ## What is EquityStat? EquityStat is a stock portfolio tracker software where investors can manage, track, and analyze stocks, bonds, ETFs, and mutual fund investments across brokerages in one place. The software allows users to calculate net worth, evaluate investment performance through reports, track dividends and capital gains, and access portfolios on any device with tax reporting. ## What is EquityStat used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for EquityStat?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.equitystat.com&name=EquityStat) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### EquityStat 4.5 (2) VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 3.3 (43) Value For Money 5.0 (2) Value For Money 2.5 (38) Customer Service 3.0 (2) Customer Service 4.5 (38) ## EquityStat alternatives Highest Rated [Seeking Alpha](https://www.capterra.com/p/229273/Seeking-Alpha/) [4.3 (43)](https://www.capterra.com/p/229273/Seeking-Alpha/reviews/) Starting price $29.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229273/Seeking-Alpha/) [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (698)](https://www.capterra.com/p/246167/Cash-App/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/246167/Cash-App/) [Active Trader Pro](https://www.capterra.com/p/210415/Active-Trader-Pro/) [3.2 (13)](https://www.capterra.com/p/210415/Active-Trader-Pro/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 46% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210415/Active-Trader-Pro/) [xtb](https://www.capterra.com/p/252510/xtb/) [4.1 (9)](https://www.capterra.com/p/252510/xtb/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/252510/xtb/) ## FAQs about EquityStat Overview ### What company size and specific industries is EquityStat built for? EquityStat is designed for businesses of any size that manage financial investments, including organizations in finance and investment-related sectors. It suits companies that need stock portfolio management, performance tracking, tax reporting, and individual portfolio analysis rather than a specific industry niche. Features and Usability ### What are the key features of EquityStat? EquityStat offers investment management as its core feature, along with portfolio accounting and portfolio rebalancing. These functions support tracking investment holdings, recording portfolio activity, and adjusting asset allocations to match target positions. Getting Started and Support ### What training and onboarding options does EquityStat offer? EquityStat provides live online training sessions for teams getting started with the product. This format supports guided instruction in a remote setting and can be used to review setup steps, core features, and basic workflows with an instructor. Getting Started and Support ### What customer support options does EquityStat offer? EquityStat provides FAQ/Forum, a Knowledge Base, and 24/7 Live Rep support. Review feedback about support is not available in the catalog data, so user experience details such as response speed or helpfulness cannot be confirmed here. ## Pricing Value for money 5.0 (2) Value for money 5.0 (2) 5.0 Based on 2 reviews ## Support, customer service and training options Customer Service 3.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.0 (2) 3.0 Based on 2 reviews ## User reviews Overall rating 4.5 Based on 2 reviews Filter by rating 5(1) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SK stan K. president Law Enforcement ### "You left me" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 March 11, 2021 it was good until you shut us out Pros Ease of use of equity stat investment portfolio Cons You shut it down without notice and can not collect my input data Reasons for choosing EquityStat I chose equity stat investment portfolio for ease and efficieny. However, it was removed from internet with notice. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WK WaiMing K. student Writing and Editing ### "Easy to use" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 26, 2019 Pros easy to use for everything good analyzing Cons too less type of transaction (ex.short sell).. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.