---
description: Discover the benefits and disadvantages of EquityStat.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: EquityStat Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/31242/stock-portfolio-management/software) > [EquityStat](/software/173138/equitystat)

# EquityStat

Canonical: https://www.capterra.co.uk/software/173138/equitystat

> Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.
> 
> Verdict: Rated **4.5/5** by 2 users. Top-rated for **Ease of Use**.

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## Overview

### Who Uses EquityStat?

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

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 2 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 3.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 50% | (5/10 Likelihood to recommend) |

## About the vendor

- **Company**: EquityStat

## Commercial Context

- **Pricing model**: Per Feature
- **Pricing Details**: Contact EquityStat for pricing details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Portfolio Accounting

## Support Options

- FAQs/Forum
- Knowledge Base
- 24/7 (Live rep)

## Category

- [Stock Portfolio Management Software](https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software)

## Alternatives

1. [Sharesight](https://www.capterra.co.uk/software/207519/sharesight) — 3.3/5 (3 reviews)
2. [Seeking Alpha](https://www.capterra.co.uk/software/1012322/seeking-alpha) — 4.3/5 (43 reviews)
3. [Cash App](https://www.capterra.co.uk/software/1016710/cash-app) — 4.2/5 (679 reviews)
4. [Active Trader Pro](https://www.capterra.co.uk/software/210415/active-trader-pro) — 3.2/5 (13 reviews)
5. [xtb](https://www.capterra.co.uk/software/1030508/xtb) — 4.1/5 (9 reviews)

## Reviews

### "Easy to use" — 4.0/5

> **WaiMing** | *26 March 2019* | Writing & Editing | Recommendation rating: 8.0/10
> 
> **Pros**: easy to use for everything
good analyzing
> 
> **Cons**: too less type of transaction (ex.short sell)..

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### "You left me" — 5.0/5

> **stan** | *11 March 2021* | Law Enforcement | Recommendation rating: 1.0/10
> 
> **Pros**: Ease of use of equity stat investment portfolio
> 
> **Cons**: You shut it down without notice and can not collect my input data
> 
> it was good until you shut us out

## Links

- [View on Capterra](https://www.capterra.co.uk/software/173138/equitystat)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/173138/EquityStat/> |
| en-AE | <https://www.capterra.ae/software/173138/equitystat> |
| en-AU | <https://www.capterra.com.au/software/173138/equitystat> |
| en-CA | <https://www.capterra.ca/software/173138/equitystat> |
| en-GB | <https://www.capterra.co.uk/software/173138/equitystat> |
| en-IE | <https://www.capterra.ie/software/173138/equitystat> |
| en-IL | <https://www.capterra.co.il/software/173138/equitystat> |
| en-IN | <https://www.capterra.in/software/173138/equitystat> |
| en-NZ | <https://www.capterra.co.nz/software/173138/equitystat> |
| en-SG | <https://www.capterra.com.sg/software/173138/equitystat> |
| en-ZA | <https://www.capterra.co.za/software/173138/equitystat> |

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