EquityStat

EquityStat


4 / 5
1 review

Who Uses This Software?

Stock portfolio management solution for all businesses which helps with maintaining financial investments, performance tracking, generating tax reports, and individual portfolio analysis.


Average Ratings

1 Review

  • 4 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Pricing Details
    Contact EquityStat for pricing details.
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • EquityStat
  • www.equitystat.com
  • United States

About EquityStat

Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.


EquityStat Features

  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection

EquityStat Reviews Recently Reviewed!


Easy to use

Mar 26, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: easy to use for everything

good analyzing

Cons: too less type of transaction (ex.short sell)..