--- title: "EquityStat Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about EquityStat Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/173138/EquityStat/" page_type: "product" language: "en" --- # EquityStat Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 23, 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/)[Hedge Fund](https://www.capterra.com/hedge-fund-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://www.g2.com/products/equitystat/claim_requests/new?auto=true) ## EquityStat Overview Updated September 2026 AI summary EquityStat offers stock portfolio management for organizations of all sizes, delivering tools for investment management and portfolio accounting through a cloud-based platform. It supports businesses seeking to track, analyze, and manage equity holdings, and includes portfolio rebalancing features to help maintain target allocations. Deployment is web-based, supporting accessibility and centralized oversight for financial operations. ## 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 (710) Value For Money 5.0 (2) Value For Money 2.5 (552) Customer Service 3.0 (2) Customer Service 4.5 (534) ## EquityStat alternatives [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (710)](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/) [Similarweb](https://www.capterra.com/p/148472/SimilarWeb-Pro/) [4.6 (261)](https://www.capterra.com/p/148472/SimilarWeb-Pro/reviews/) Starting price $125.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/148472/SimilarWeb-Pro/) Highest Rated [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [InvestingPro](https://www.capterra.com/p/248880/InvestingPro/) [3.8 (5)](https://www.capterra.com/p/248880/InvestingPro/#reviews) Starting price $2749.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/248880/InvestingPro/) ## FAQs about EquityStat Overview ### What company size and specific industries is EquityStat built for? EquityStat is designed for businesses of any size that need to manage stock portfolios and financial investments, track performance, generate tax reports, and analyze individual portfolios. It fits organizations handling investment activity across finance, accounting, or corporate treasury functions, rather than a single industry-specific sector. 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 features support tracking investment holdings, recording portfolio activity, and adjusting asset allocations across accounts. Getting Started and Support ### What training and onboarding options does EquityStat offer? EquityStat provides live online training sessions to help teams get started. These sessions support guided setup and direct instruction from a trainer, giving users a structured way to learn the product and ask questions during onboarding. Getting Started and Support ### What customer support options does EquityStat offer? EquityStat provides FAQ/forum access, a knowledge base, and 24/7 live rep support. No reviewer feedback on support is available, so user experience details such as response speed, helpfulness, or common frustrations cannot be confirmed from the catalog data. ## Features AI summary Based on 116 Hedge Fund reviews Capterra reviewers point to the following as the features buyers value most in stock portfolio management software: - **Portfolio Management** (**65%** of reviewers rated this feature as critical) - **Financial Analysis** (**50%**) - **Monitoring** (**53%**) EquityStat includes other capabilities that reviewers also consider important, such as **Investment Management** (**45%**) and **Portfolio Accounting** (**50%**). Together, these features help businesses track holdings and transactions more accurately, maintain clearer financial records, and make more informed portfolio decisions, providing teams with better visibility into investment performance and account activity. Features 5.0 (2) 5.0 Based on 2 reviews ## 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.