Related Products
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About
Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier
to automatically keep track of your portfolio.
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About
Our stock portfolio tracker makes it easy to track the performance and analyze all of your investments in one place. EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. The old adage “necessity is the mother of invention” was the driving force behind the founding of EquityStat. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate. The portfolio management tools with brokerage firms were too cumbersome, lacked useful features and were geared toward buying and selling stocks at the brokerage. A Fortune 500 investment portfolio application was at first adequate but for some unexplained reason, useful features started disappearing. Other applications were limited to running only Windows computers which meant that the investment portfolio could only be accessed from the computer running the portfolio management software.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Enterprises and professionals seeking a private wealth service solution to keep track of all their assets
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Audience
Investors who need a stock portfolio tracker solution to track the performance and analyze all of their investments in one place
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationClaritus
United States
claritus.io
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Company InformationEquityStat
Founded: 2014
United States
www.equitystat.com/portmgr/pages/home.aspx
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Bank of America Business Advantage
Supported
Charles Schwab
Supported
Chase Business Complete Banking
Supported
Fidelity
Supported
Interactive Brokers
Supported
Robinhood
Supported
TD Ameritrade
Supported
Vanguard
Supported
Wells Fargo Business Checking
Supported
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Integrations
Bank of America Business Advantage
Not Supported
Charles Schwab
Not Supported
Chase Business Complete Banking
Not Supported
Fidelity
Not Supported
Interactive Brokers
Not Supported
Robinhood
Not Supported
TD Ameritrade
Not Supported
Vanguard
Not Supported
Wells Fargo Business Checking
Not Supported
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