View Your Portfolio On Your Mobile Device

We have recently added the ability to view your portfolio on your mobile device. To view your portfolio on your mobile phone, launch your phone’s web browser and go to www.equitystat.com. Next, login to your EquityStat account. You will then see a scaled version of your portfolio designed to display on your mobile device.

Watch the following video to learn more about the features of the mobile portfolio manager.

EquityStat and Taxes

It’s that dreaded time of year – tax time. EquityStat’s portfolio manager has several tools to help investors with their taxes.

If you sold any shares last year, you can use EquityStat to generate IRS Form 8949.  IRS Form 8949 is a form that shows your short-term  and long-term capital gains on any investment sale.  EquityStat will automatically calculate these capital gains.  It will then generate a PDF of Form 8949 with all needed information that the IRS requires.  You can then give this form to your tax preparer when you are preparing your taxes.  To generate IRS Form 8949, click the Tools menu and then choose the Generate Form 8949 menuitem.

IRS Form 8949

Another tool to help you with your taxes is the ability to export your investment’s transactions to a spreadsheet. To export your transactions, click the Tools menu and then choose the Export Transactions menuitem. When you export your transactions, you will get a spreadsheet showing each transaction for the investment including the type of transaction it is (e.g. Buy, Sell, Dividend, etc). With this information, your tax preparer can calculate your taxable capital-gains and taxable dividends for all of your investments.

Worst Stock of 2016

According to the Wall Street Journal the worst S&P 500 stock of 2016 was Endo International.  It was down 73%.

You can see the list of worst stocks here:

http://blogs.wsj.com/briefly/2016/12/30/5-worst-performers-in-the-sp-500-in-2016/

How did your investments do in 2016?  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 2016

According to the Wall Street Journal the best S&P 500 stock of 2016 was Nvdia.  It was up 224%.

You can see the list of best stocks here:

http://blogs.wsj.com/briefly/2016/12/30/5-best-performers-in-the-sp-500-in-2016/

How did your investments do in 2016?  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 did your investments perform in 2016?

How did your investments do in 2016?  What was your best stock?  What was your worst?

If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio as well as the performance of each individual investment.  EquityStat tracks the annualized return, daily gain, overall gain and many other metrics of your investments.  With these metrics you can easily determine what are your best investments and what are your worst investments.

EquityStat Portfolio Analysis
EquityStat Portfolio Analysis

In addition EquityStat provides an analysis of your account and portfolios.  With our account/portfolio analysis you can get a graphical and tableuare view of the performance of your investments.  For example, you can see the performance of your account/portfolio overtime.  Using the account/portfolio analysis you can also see which investments were your best performing investments and which investments were your least performing investments.

 

Portfolio Analysis – New Feature

We have recently added a new feature.   You can now get an analysis of  your account and portfolios.  To perform a portfolio analysis click the Tools menu and choose Analyze Portfolio from the drop down menu.

portanalysis
Portfolio Analysis

 

Our portfolio analysis feature provides you an performance overview of your account/portfolio.  You can easily see how your account/portfolio is performing over time, the holdings in your account/portfolio and performance metrics for each investment in your account/portfolio.

If you have multiple portfolios, the analysis page will first display how your entire account is performing.  You can see performance metrics for each individual portfolio and a graph showing the growth of your account over time.  In addition you can see your account’s investment holdings and a ranking of each investment return.  The analysis will also provide performance metrics on each investment.  You can see which investment is your best/lowest for the day, quarter and the year.  A list of your best investments and a list of your lowest investments is also provided.

If you want to see an analysis of each individual portfolio click on the portfolio name in the portfolio summary table.  You will then be shown an analysis for that portfolio.  You will get the same graphs and performance metrics that were provided on the account level, but for the individual portfolio.

If you only have one portfolio, by default you will be shown the analysis for your only portfolio.

 

5 Frequently Asked Questions About EquityStat’s Portfolio Manager

5 Frequently Asked Questions

  1. How do I add a new investment?
    Click the New Menu and then choose New Investment from the dropdown menuitem.  A popup dialog will appear where you can add your new investment.
  2. How do I add/remove a portfolio column?
    Click the Options Menu and then choose Change Columns from the dropdown menuitem.  The Change Columns panel will appear.  To add a column select the column from the Available Columns list and click the Add button to add it to the Displayed Columns list.  To remove a column select the column from the Displayed Columns list and click the Remove button to remove it from the Displayed Columns list.  Click the Change button to save your columns.Change Investment Portfolio Columns
  3. How do I change the order of the displayed columns?
    Click the Options menu and choose the Change Columns dropdown menuitem.  The Change Columns panel will appear.  Select the column you want to change from the Displayed Columns list.  Use the up/down arrows on the right to change the order.   When finished click the Change button to save your changes.
  4. How do I sort the portfolio by Investment name?  How do I sort any column in the portfolio?
    To sort your portfolio by investment name, click on the Name column heading.  To sort any columns, such as Market Value, click on the column heading.  Clicking on the column heading will also toggle the sort between ascending and descending order.
  5. How do I sell an investment?
    To sell an investment add a “Sell” transaction.  To add a “Sell” Transaction, first select the investment you want to sell.  Next click the Add button in the Transactions section.  A popup panel will appear.  Enter your date, choose “Sell” from the Activity dropdown and enter how many shares you sold and the price you sold them at.  Click the Add button to save your changes.Add Investment Transaction

New Column Options

We recently added two new column options to our portfolio manager.  You can now display the Ex-Dividend Date and Dividend Paid Date for each of your investments.  To display these columns in your portfolio, click the Options menu and then choose the Change Columns menuitem.  A drop down panel will then appear.  Select the column from the list of Available Columns and add it to the list of Displayed Columns.  Click the Change button and your new columns will display in the portfolio.

changecols

In addition to these two columns, we provide a whole range of other columns you can add to your portfolio.  These columns vary from information about your investment to performance metrics.  Just add/remove the columns to configure your portfolio to your specifications.

New Feature in the Portfolio Manager

We have recently added a performance graph in the portfolio manager. For each investment in your portfolio you can see how that investment has performed over time. To see the investment graph, just click on an individual investment and the graph will display at the bottom right next to your list of transactions for the investment.

EquityStat Performance Graph
EquityStat performance graph

Ditch the Stock Spreadsheet

Many investors keep their stock portfolios in a spreadsheet. With a spreadsheet they can keep track of their investments and also calculate some performance metrics. This is a quick and easy way to track their investment portfolio’s net-worth without having to go to the websites where their stocks or mutual funds are held. In addition a stock spreadsheet is secure where only the owner of the computer has access to the stock spreadsheet.

In spite of the convenience, there are several drawbacks to using a spreadsheet to track your investments. One drawback is how do you update the prices for each investment in your portfolio? If you manually enter the prices, this could be a daily chore that is time consuming. You could use a stock service to provide real-time stock quotes. However, implementing this in a spreadsheet is not trivial. Also, what do you do if the stock service changes their user interface or the stock service goes down?

Another drawback to stock portfolio spreadsheets is you can only view your portfolio on the computer where the spreadsheet is located. If you have the spreadsheet on a home computer, you can’t view your portfolio at work. In addition if you have multiple computers and tablets at home you can only view your spreadsheet on one computer.

EquityStat’s portfolio manager was created to alleviate the problems of a spreadsheet. With our portfolio manager you can instantly see the real-time value of your investment portfolio. There is no need to enter the daily prices and you can let us worry about interfacing with the stock quote service.

Also, with EquityStat you can view your investment portfolio on any computer or device that supports a web browser. You can view your portfolio from home or work 24 hours a day, seven days a week. In addition you can view your portfolio on a Windows or Apple computer as well as any tablets like iPads.

EquityStat’s portfolio manager also provides many performance metrics such as annualized return, year-to-date return, quarterly return and average price per share.

You can learn more about EquityStat’s features here.