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.

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:

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.

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.

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.

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!

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 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.

Yahoo Finance Portfolio Manager Changes

Recently, Yahoo Finance has changed their investment portfolio manager.  At one time Yahoo Finance portfolio manager was one of the best web portfolio managers. If you were a previous user of Yahoo Finance portfolio and are looking for an alternative, consider EquityStat’s portfolio manager.

EquityStat has many of the same features that the Yahoo Finance portfolio manager has. You can easily see the current value of your portfolio and individual investments based on the current stock price.  Like Yahoo, EquityStat allows you to track and manage your stocks, mutual funds and ETFs investments.

Portfolio Example

There are a lot of differences between EquityStat’s and Yahoo’s portfolio manager too. Here are some of the features found in EquityStat’s portfolio manager that you won’t find in Yahoo’s portfolio manager.

  • Easily see how your portfolio is performing.
    At the top of your portfolio you can easily see your total portfolio value, the total return and the gain for the day.  You don’t have to click around to find this information, it is the first thing you see when you login to your account.
  • Create Multiple Portfolios.
    Separate your investments into multiple portfolios such as your personal portfolio and 401K.  You can track the performance of each portfolio and track your account’s overall performance.
  • A lot less scrolling.
    Our portfolio manager makes the most of your screen space.  As you expand or contract your browser window your portfolio manager does too.  No more scrolling around to see all of your portfolio’s data.
  • Performance calculations for each investment, your portfolios and the overall account.
    For each investment you can see the current market value, the overall gain of the investment, today’s gain, the annualized return and many more calculations.  These performance metrics are also available at the portfolio and account level.
  • Easily view, add, edit and delete transactions for each investment.
    All of your transactions for each investment are grouped together which you can easily view, add, edit and delete.
  • Filter out your sold investments.
    Easily show and hide your sold investments which gives you a historical view of your portfolio or a view of your currently held investments.
  • Change the columns displayed in your portfolio.
    Add and remove the columns you want to display in your portfolio.  For example, if you want to show an investment’s 52 week high or low you can easily add this data column to your portfolio.
  • Import your investments from a spreadsheet or comma separated variable file (csv file).
    If you have your investment transactions in a spreadsheet, you can easily import them into your portfolio without having to manually enter all your transactions.
  • Generate tax forms for sold investments.
    If you have sold any stocks you can generate IRS Form 8949 which your tax preparer needs to calculate your capital gain taxes.
  • Export your investment transactions for safekeeping.
    With EquityStat you can easily export your transactions to a spreadsheet file which will give you a permanent backup of your data.
  • 24 hour 7 day a week support.
    Have a question or need help? Just send an email to our support staff.
  • View on any computer or device.
    View your portfolio on your computer, tablet or mobile phone.
  • Simple with a singular focus.
    EquityStat’s goal is to provide a powerful yet simple to use portfolio manager.  Our focus is not about generating page views or driving traffic to news pages.

If you want to switch from Yahoo’s portfolio manager to EquityStat, we can help you import your data from Yahoo.  Just contact EquityStat’s support staff here and we can get you started with EquityStat.

2016 8949 IRS Tax Form Released

We just released the 2016 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.

IRS Form 8949
IRS Form 8949