New Feature – Preferences

We have recently added a new feature called preferences which gives you the ability to change how your EquityStat portfolio works.

Currently, you can change how EquityStat calculates performance metrics, how cash transactions work and if you want the option to interact with a financial website.

To change your preferences, click the Options menu and choose Change Preferences from the drop down menu.

EquityStat Stock Portfolio Tracker Preferences Screen Shot
Preferences Screen Shot

In the Performance Metrics section, you can change how performance metrics are calculated.  You can choose to include or disregard dividends and realized gains when calculating the performance of your investments.  By default dividends and realized gains will be used in the performance metrics.

In the Cash Transactions section, you can choose to enable the ability to track cash in your portfolio.  If you do track cash, then there are a few other options you can turn on. If you enter a dividend transaction for one of your investments, then the dividend amount can be added to cash.  If you buy an investment, then the amount paid for the investment will be deducted from your cash.  If you sell an investment, then the amount earned from the sale will be added to your cash.

In the General section, you can turn on the ability to have a link next to your investment symbol/name that will bring up the details of your investment on MSN Money’s website.  For example, if you have Microsoft in your portfolio, you can click on a link which will launch MSN Money’s website with financial details on Microsoft’s stock.  From there you can see news about Microsoft and financial details like P/E, earnings per shares, etc.

In the future, we will be adding more preferences.  If there are any preferences you want to add, please email our support department.

 

 

 

New Feature – Dividend Graphs and Analysis

We have recently added a new  feature to our portfolio analysis page.  You can now see a graph of your dividends paid over time, as well as an analysis of the dividends your investments paid.

Portfolio Dividend Chart and Analysis
Portfolio Dividend Chart and Analysis

To view your dividend analysis, from the portfolio, click the Tools menu at the top and then choose Analyze Portfolio from the drop down menu.  You will then see the Account/Portfolio Analysis page.  Scroll down and you will see a graph of your dividends paid over time.  You will also see a table of the dividends paid for the quarter, year to date, and the total dividends paid for the history of your account. There are also tables that show which investments have paid dividends this year and the total dividends paid by each investment for the history of your account/portfolio.

If you have multiple portfolios, you can see your dividends paid for each portfolio by drilling down into the portfolio analysis.  To drill down into a specific portfolio click on the portfolio name in the summation table at the top of the page.  If you only have one portfolio, the analysis page will show dividends for your only portfolio.

2017 IRS Tax Form 8949 Released

We just released the 2017 8949 IRS tax forms.  IRS Form 8949 is a form that reports your short and long term gains for any sold investments in the tax year.  You can give Form 8949 to your tax preparer which assists in preparing Schedule D on your tax return.  To generate Form 8949 click the Tools menu and choose the “Generate Form 8949” menuitem.

What should you do when the stock market declines?

After the stock market got off to a great start in 2018,  the market declined 2.1% today and 3.9% for the week.

If you are a long-term investor what do you do when the market declines?  Our advice would be to not look at your portfolio.  However, your stocks might have done better than you think.

EquityStat can provide you these answers.  Our stock portfolio tracker, offers many metrics to track the performance of each individual stock as well as the performance of your account.  Some of the metrics you can use to track your stocks are annualized return, return year-to-date, quarter return and 52-week highs and lows.  In addition we show you how much your stocks gained or declined for the day.

Even though today was a rough day for the overall market, your investments might have performed better than you think.

Worst Stock of 2017

The worst performing S&P 500 stock of 2017 was Frontier Communications.  It was down 86.5%.

You can see the list of worst stocks here:

https://www.benzinga.com/general/education/17/12/10968892/10-worst-stocks-of-2017

How did your investments do in 2017?  What was your worst stock?  If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio/account as well as the performance of each individual investment.  EquityStat tracks the annualized return, year to date return, daily gain, overall gain and many other metrics of your investments.  With these metrics you can easily determine what are your best investments.

Many online brokerages and mutual funds track an individual stock or mutual fund’s performance but you cannot get the overall return of all your stocks or mutual funds.  With EquityStat not only can you get the return each investment, you can also get the return for your entire account.  This way you know how well your investments are performing at any time.

Best Stock of 2017

The best S&P 500 stock of 2017 was Align Technology.  It was up 135.6%.

You can see the list of best stocks here:

https://www.benzinga.com/general/education/17/12/10968828/10-best-stocks-of-2017

How did your investments do in 2017?  What was your best stock?  If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio/account as well as the performance of each individual investment.  EquityStat tracks the annualized return, year to date return, daily gain, overall gain and many other metrics of your investments.  With these metrics you can easily determine what are your best investments.

Many online brokerages and mutual funds track an individual stock or mutual fund’s performance but you cannot get the overall return of all your stocks or mutual funds.  With EquityStat not only can you get the return each investment, you can also get the return for your entire account.  This way you know how well your investments are performing at any time.

 

How to import your Google Finance Portfolio into EquityStat

As you know, Google Finance is discontinuing their portfolio manager.  If you are looking for an alternative you can easily import your Google portfolio into EquityStat.  Just follow these easy steps.

Step #1

Login to your Google Finance portfolio and click the Transactions link.

Import your Google Finance Portfolio

Step #2

On the Google Finance transactions page, click the Download to Spreadsheet link and save the downloaded file to your hard drive.

Import your Google Finance portfolio

Step #3

Follow these instructions on how to format your import file.

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Login to your EquityStat account and click the New menu at the top and choose Import Transactions from the drop down menu.

Step #4

On the import page, click the Browse button to locate the file saved in Step #2.  Next, click the Import button to import the file.  You will then see a summary of the transactions to be imported.  Correct any errors and verify what the import will do.  Click the Import Data button to import the Google Finance portfolio transactions into EquityStat.

Google Finance Portfolios Going Away

If you haven’t heard, Google Finance stock portfolio manager is being discontinued. If you were a previous user of Google Finance portfolio manager and want an alternative, consider EquityStat’s portfolio manager.

EquityStat has many of the same features that Google Finance portfolio manager has. You can easily see the value of your entire portfolio as well as the current gain/loss your portfolio. In addition you can see calculations for each individual investment (stock, mutual fund, ETF) such as today’s gain/loss, the percentage gain since you owned the investment, the investment’s realized gain, the stock’s annualized return and many other calculations.

EquityStat also displays all of the transactions for each investment in your portfolio. You can easily add, edit and delete any of these transactions. You can import these transactions into your portfolio by either manually entering them or importing them from a spreadsheet.

In addition you can create multiple portfolios, see performance graphs of your investments and analyze the holdings of your portfolio.

EquityStat an alternative to Google Finance stock portfolio

If you need help importing your Google Finance portfolio into EquityStat, contact our support staff here.

If you liked Google Finance portfolio manager and are disappointed to see it go, checkout EquityStat!

Print Your Stock Portfolio

We have recently added the ability to print your portfolio.  To print your portfolio click the Tools menu and then choose Print Portfolio from the drop down menu.  On the next page, choose which portfolio you want to print.  You can also print all your portfolio at once.  Clicking the Print button will generate a pdf file which you can then print to your printer or save to your hard drive.

Print Stock Portfolio Example
Print Stock Portfolio Example

EquityStat – An Alternative to Yahoo Finance Stock Portfolio

We are hearing from a lot of frustrated Yahoo Finance Portfolio users. The latest changes to “improve” the portfolio manager have actually made the product worse. If you are looking for an alternative to Yahoo Finance stock portfolio, we encourage you to take a look at EquityStat’s portfolio manager.

EquityStat was founded by investors. As investors we understand what other investors are looking for in a portfolio manager. For example, one of our goals was to make EquityStat’s Portfolio manager show as much information on your screen without you having to constantly scroll around to see your data. Unlike Yahoo, EquityStat does not show ads, so this gives us more room to show more information about your investments and how they are performing.

You can learn more about the similarities and differences between Yahoo Finance’s portfolio manager  and EquityStat’s portfolio manager here.

In addition if there is any feature that you liked in Yahoo Finance’s portfolio manager that is missing in EquityStat, let us know. We will seriously consider adding this feature as well as any other feature you might find useful. Our goal is to keep enhancing EquityStat to give our users the features and services they want!