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.

 

 

 

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.

New Feature – Cash Transactions

We have recently added a new feature.   You can now add cash transactions to your portfolio.  To add a cash transaction, click the New menu and then choose the “New Cash Transaction” menuitem from the drop down menu.  In the popup dialog, add the date of the cash transaction and the amount of the transaction.

Add Cash Transaction
Add Cash Transaction

Once you have added a cash transaction, any non-reinvested dividends added to your other investments will be added to your cash.

New Features in the Portfolio Manager

We have added a few new features to the portfolio manager.

Portfolios

You can now create multiple portfolios to group your investments from multiple accounts.  For example, you can have a portfolio for your stocks, mutual funds and 401k.  To create a new portfolio click the New menu and then choose the New Portfolio menuitem.  Click here to learn more about portfolios.

New Performance Metrics/Columns

We have added a few new performance metrics – Quarter Return, P/E ratio and Dividend Yield.  To see these columns in your portfolio click the Options menu and then choose the Change Columns menuitem.

Maximize Portfolio

There are times when all the investments in the top portion of your portfolio don’t display.  To see all of your investments you have to scroll around.  We have added the ability to maximize the portfolio so that we display as many investments as we can.   To maximize your portfolio click the three line graphic in the upper left hand corner of your portfolio and choose Maximize from the drop down menu.  The top portion of your portfolio will be expanded and the transaction section will be moved down to accommodate the investments section.  This just gives you a way to make the most of your screen space and display more of your investment data.  To restore your portfolio in panes (the default setting) click the Restore menuitem from the drop down menu.

Do you have any ideas for a new feature? Contact us and let us know.

 

 

 

 

Creating multiple portfolios – New Feature

We recently added a new feature to your EquityStat portfolio manager. You can now create multiple portfolios for your account. Having multiple portfolios gives you the ability to group and separate your investments. For example, you can have a portfolio for your individual stocks, a portfolio for your mutual funds and a portfolio for your 401K.

To add a new portfolio click the New menu and then chose the New Portfolio menuitem from the dropdown menu.

New Portfolio

You will then see two new tabs. A tab for your current portfolio and a tab for your new portfolio.

Portfolio icons

To edit the name of your portfolio click the pencil icon, which will display an edit box.

Edit Portfolio Name

Next type over the current portfolio name with the new portfolio name and click the Save button.

View portfolio investments

To view the investments of each portfolio click on the portfolio’s tab. From here you can also add new investments to the portfolio as well as edit investments.

To view the view the performance all your entire account (all portfolios) click the Account Value box at the top.

To delete a portfolio first delete all the investments in the portfolio. Once the portfolio is empty, click the ‘X’ icon in the portfolio tab.