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

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!