StockMaster

StockMaster

Supertech
+
+

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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.

About

StockMaster was first developed in 1996 and since then it evolved into the Australia's leading and best-selling portfolio management software. It was designed specifically for investors who want to manage their investments and generate tax reports with ease. With its unique trade record system, you can easily record and report trade activities and dividends in a portfolio. Combined with its online charting and query system, you can simply plot and perform ad-hoc query on shares on the fly. StockMaster is more than just a portfolio management software, it includes the cash book and property management which allows you to track your daily cash transactions and income and expenses for your investment properties to make a complete investment management package. Real time tracking shares, managed funds, warrants, options, CFD, fixed interests..etc. Analyse your dividend income cashflow and imputation credit in next 12 months, and asset allocation in your portfolios.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors who need a stock portfolio tracker solution to track the performance and analyze all of their investments in one place

Audience

Portfolio management solution for investors who want to manage their investments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$220 per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 3.0 / 5
ease 3.0 / 5
features 3.5 / 5
design 3.0 / 5
support 2.5 / 5

Pros & Cons from Real Users

Pros

  • Not cloud based. Please lengthen this text to 100 characters but I can't find anything positive to say about this software.
  • Very good reports, including income, capital gains and performance. Holding reports are also good, filtering is functional.

Cons

  • Clunky interface and very limited options for personalisation for longer term investments.
  • Doesn't handle ETF and Fund income data very well. Ruins the whole income report.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

EquityStat
Founded: 2014
United States
www.equitystat.com/portmgr/pages/home.aspx

Company Information

Supertech
Founded: 1996
Australia
supertech.com.au/stockmaster.html

Alternatives

Alternatives

Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions

Categories

Categories

Stock Portfolio Management 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

Integrations

No info available.

Integrations

No info available.
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Claim EquityStat and update features and information
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