Web Appraise brings Evaluation Services' 40+ years of historical stock and bond valuation expertise to a fully browser-based platform—no software to install and no IT support required. Log in from any device, price a portfolio, and export IRS-compliant reports, all protected by multi-factor authentication and AES-256 encryption. Whether you process one portfolio a year or hundreds, flexible billing keeps costs predictable.

Key Capabilities

Price Any Portfolio in Minutes

Choose from Date of Death, Alternate Date, Gift Tax, Market Value (mean price), Closing Price, or Unitrust reports. Build portfolios through manual entry, Excel/CSV import (Subscribers Only), or by copying an existing portfolio, and save custom securities to your Global Assets List for reuse in any valuation.

Import File Example

Assets Imported Into Portfolio

Find Option CUSIPs with Put/Call Lookup

Enter a ticker, option date, and strike price, select CALL or PUT, and Web Appraise returns the exact CUSIP assigned to that option on that date. Add it straight to your portfolio and value it alongside your other holdings—no more hunting through reference lists.

Put/Call Lookup Entry

Put/Call Lookup Result

Record Transactions for Alternate Valuations

Apply sale transactions to Alternate Date portfolios to accurately reflect shares sold after the initial valuation—capture the sale date, shares sold, and share price or total transaction value. Non-sale events can be recorded as notes that appear directly on the final portfolio report, so every relevant detail is documented.

Portfolio with Transactions

Report with Transactions

CSV Export with Transactions

Own Your Data with Data Hub

Export any portfolio as an encrypted JSON file to your PC or network drive, removing it from our servers entirely. Exported files include the portfolio name plus a date and timestamp in the file name, so you can save and track multiple revisions of the same portfolio as you work. Import a file back whenever you're ready to continue from that revision.

Data Hub - Export - Selection

Data Hub - Export - File Saving

Data Hub - Import - Selection

Data Hub - Import - Successful

Export Reports Your Way

Save any priced portfolio as a CSV, Excel, or PDF file with one click from the report view. Share clean PDFs with clients, import CSV or Excel data into other applications, or keep copies for your records.

Final Report Page

PDF Export Sample

CSV Export Sample

Excel Export Sample

Pay As You Go or Subscribe

Pay per valuation by debit or credit card, or become a Subscriber and receive a monthly invoice at lower per-valuation rates. Preview your exact cost before checking out and review full invoice history for previously priced portfolios.

Send For Pricing Page

Next Steps

Go to webappraisenj.com to get started—new users can create an account right from the login page for FREE by filling out the "I do not have an account" form. For step-by-step guidance, read the Web Appraise User Manual or visit our Help Center for useful FAQs and tutorials.