Frequently Asked Questions

EquoTrack is an online platform that allows you to track and analyze your investments (startups, private equity, crowdequity, etc.). It offers you a clear and consolidated view of your portfolio, automatic calculation of your performance, and reports and analyses generated by AI. With the proliferation of crowdfunding platforms like Wiseed, Crowdcube, Republic, Lita, StartEngine and others, the need for a centralized tool has become apparent. EquoTrack addresses this issue by allowing you to group all your investments, keep a history, track your performance and plan your exits. Additionally, EquoTrack integrates advanced analysis tools (AI Analysis and Scoring) to evaluate a company before investment, thus reducing risks to the maximum.

Yes. Thanks to the AI Analysis tool, you simply need to fill out a form and attach the necessary documents (business plan, pitch deck, cap table, etc.). Our AI assistant then performs a comprehensive analysis of the company. We also offer a scoring tool with pre-formatted criteria to guide you in your due diligence and complement the AI analysis.

Due diligence refers to researching and analyzing information about a company or fund to reduce investment-related risks. It's an essential step in building a solid portfolio and limiting potential losses.

Your Dashboard displays key tracking indicators: Total AUM (total value of your assets), Portfolio Return (overall return in %), Active Investments (number of active investments), Committed Capital (committed capital), and charts showing portfolio evolution, sector and geographic distribution.

Dashboard: overview and performance of your portfolio. Portfolio: detailed list of all companies you have invested in.

In the Reports section, you can generate and export professional PDF files.

This module provides intelligent analyses of your portfolio: predictions, identification of weak points, opportunities to seize.

In Portfolio → Add a company, you can indicate the location, region and number of employees, add the website URL, upload a logo, choose the investment status (Active, Exit, etc.), select the currency and investment type (e.g. common shares), then publish the company.

Yes, you can update its information at any time (status, logo, currency, etc.).

Go to the Manage Data section: each module guides you to complete or update your information.

Assets Under Management: total value of all your investments.

Multiple On Invested Capital: how much your investment has been multiplied (e.g. 2x = your capital has doubled).

Internal Rate of Return: a profitability indicator that takes into account both the value and duration of your investment.

Blue line (Invested): total amount invested. Green line (Value): current portfolio value. 👉 If the green line is above the blue one, your investment has gained value.

In the Subscription section, click "Upgrade" and select the desired offer.

Yes, at any time in Subscription. Your Premium access remains active until the end of the already paid period.

Yes, with the Max subscription, which supports euro, pound sterling and dollar.

Exchange rates are updated daily via ExchangeRate-API.

Yes, EquoTrack applies bank-level encryption and complies with international data protection standards.

In the Help Center, accessible from the menu at the bottom of the page.

Click on Contact at the bottom of the site, or use the indicated email address.

Yes, available in Pro and Max plans.