Founded in 2011, EquityStat provides a web-based portfolio tracking application designed for individual investors. The platform allows users to manage and monitor a wide range of investments, including stocks, ETFs, and mutual funds, in a single location. Its core mission is to offer a simple, user-friendly alternative to complex spreadsheets or brokerage-provided tools, focusing on calculating investment returns and providing clear performance metrics. EquityStat is a software-as-a-service (SaaS) product and does not function as a brokerage or provide financial advice.

Founded in

United States