# 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 August 24, 2025 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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 (3) Value For Money 5.0 (2) Value For Money 2.5 (2) Customer Service 3.0 (2) Customer Service 4.5 (2) ## 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 (689)](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/) ## Pricing Value for money 5.0 (2) ### Starting price Contact vendor for pricing Free trial not available 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)