EquityStat Volaren

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EquityStat:

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.
Volaren:

About

Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.
EquityStat:

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
Volaren:

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
EquityStat:

Audience

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

Audience

Individual investors who want to monitor connected brokerage accounts, research investments, test strategies, and manage trading activity with configurable limits and review controls.
EquityStat:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported
Volaren:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
EquityStat:

API

Offers API Not Supported
Volaren:

API

Offers API Not Supported
EquityStat:

Screenshots and Videos

Volaren:

Screenshots and Videos

No images available
EquityStat:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Volaren:

Pricing

$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version Supported
Free Trial Not Supported
EquityStat:

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Volaren:

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
EquityStat:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Volaren:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
EquityStat:

Company Information

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

Company Information

Volaren
Founded: 2026
United States
www.volaren.ai/
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Alternatives

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Volaren:
EquityStat:

Categories

Volaren:

Categories

EquityStat:

Integrations

Alpaca Not Supported
Binance Not Supported
Charles Schwab Not Supported
Coinbase Not Supported
E*TRADE Not Supported
Fidelity Not Supported
Kraken Not Supported
OANDA Not Supported
Plaid Not Supported
Public Not Supported
Questrade Not Supported
Robinhood Not Supported
Stake Not Supported
TradeStation Not Supported
Trading 212 Not Supported
Vanguard Not Supported
Wealthsimple Not Supported
Webull Not Supported
moomoo Not Supported
tastytrade Not Supported
Volaren:

Integrations

Alpaca Supported
Binance Supported
Charles Schwab Supported
Coinbase Supported
E*TRADE Supported
Fidelity Supported
Kraken Supported
OANDA Supported
Plaid Supported
Public Supported
Questrade Supported
Robinhood Supported
Stake Supported
TradeStation Supported
Trading 212 Supported
Vanguard Supported
Wealthsimple Supported
Webull Supported
moomoo Supported
tastytrade Supported
EquityStat:
Claim EquityStat and update features and information
Claim EquityStat and update features and information
Volaren:
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Claim Volaren and update features and information