
Money Pro
Advanced financial orchestration for individuals and small businesses with automated bank synchronization.

The premier cloud-native portfolio management platform for performance-focused individual investors.

EquityStat represents a highly specialized, browser-based financial management tool designed for investors who require precise performance metrics without the overhead of enterprise-level software. Architecturally, the platform functions as a sophisticated transaction ledger that aggregates stock, mutual fund, and ETF data to provide real-time valuation and historical performance analysis. In the 2026 market landscape, EquityStat distinguishes itself by offering a privacy-first, zero-cost alternative to increasingly monetized personal finance apps. It bypasses the vulnerabilities of third-party bank aggregators like Plaid by utilizing standardized CSV and OFX file imports, ensuring data integrity and user control. Its technical core excels at calculating complex investment metrics such as Internal Rate of Return (IRR), total gain/loss (including dividends), and cost-basis accounting for tax reporting. The platform is optimized for cross-device compatibility via a responsive web architecture, focusing on high data density and low latency for active traders and long-term dividend investors who manage multiple portfolios across diverse brokerage accounts.
EquityStat represents a highly specialized, browser-based financial management tool designed for investors who require precise performance metrics without the overhead of enterprise-level software.
Explore all tools that specialize in manage investment portfolios. This domain focus ensures EquityStat delivers optimized results for this specific requirement.
Explore all tools that specialize in tax lot accounting. This domain focus ensures EquityStat delivers optimized results for this specific requirement.
Calculates IRR and ROI including price appreciation and dividend reinvestment logic.
Logical separation of assets into distinct portfolios with a consolidated 'Master View' summary.
Maintains detailed records of every purchase 'lot' to support specific identification methods for tax reporting.
High-parsing-efficiency engine that reads and categorizes financial standard files from global brokerages.
Server-side price monitoring with user-defined triggers for unrealized gain/loss scenarios.
Database architecture that pulls historical adjusted close data to backfill portfolio value over time.
Real-time pie chart and bar graph generation based on sector, industry, and asset class tags.
Create a secure account via the EquityStat portal using encrypted credentials.
Initialize a new portfolio container and define the base currency (default USD).
Export historical transaction data from your brokerage (Schwab, Vanguard, Fidelity, etc.) in CSV or OFX format.
Map CSV columns to EquityStat's schema using the intelligent import interface.
Review imported data for consistency in ticker symbols and transaction types (Buy/Sell/Dividend).
Configure the 'Watchlist' module to monitor potential entry points for future assets.
Set up custom views to toggle between 'Current Holdings' and 'Closed Positions' for tax auditing.
Define performance benchmarks (e.g., S&P 500 or Nasdaq 100) to measure alpha.
Utilize the 'Groupings' feature to categorize assets by sector or account type.
Schedule a monthly export of portfolio data for external backup and security compliance.
All Set
Ready to go
Verified feedback from other users.
"Users appreciate the clean, ad-free experience and the depth of the data, though some note the lack of a native mobile app."
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Advanced financial orchestration for individuals and small businesses with automated bank synchronization.

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