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Related Products
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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.
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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.
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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
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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
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EquityStat:
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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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.
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EquityStat:
Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Volaren:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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EquityStat:
API
Offers API
Not Supported
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Volaren:
API
Offers API
Not Supported
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EquityStat:
Screenshots and Videos |
Volaren:
Screenshots and VideosNo images available
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EquityStat:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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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
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EquityStat:
Reviews/
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Volaren:
Reviews/
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EquityStat:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Volaren:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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EquityStat:
Company InformationEquityStat
Founded: 2014
United States
www.equitystat.com/portmgr/pages/home.aspx
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Volaren:
Company InformationVolaren
Founded: 2026
United States
www.volaren.ai/
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EquityStat:
Alternatives |
Volaren:
Alternatives |
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EquityStat:
Categories |
Volaren:
Categories |
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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
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Volaren:
Integrations
Alpaca
Supported
Binance
Supported
Charles Schwab
Supported
Coinbase
Supported
E*TRADE
Supported
Fidelity
Supported
Kraken
Supported
OANDA
Supported
Plaid
Supported
Public
Supported
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EquityStat:
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Volaren:
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