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.

EquityStat Portfolio Manager Now Available in the United Kingdom

EquityStat is pleased to announce that our investment portfolio manager is now available in the United Kingdom.  United Kingdom investors can track and manage their investments from the http://www.equitystat.co.uk  website.

With EquityStat’s online investment portfolio manager, United Kingdom investors can track, manage and analyze any stock, mutual fund and ETF listed on the London and Ireland stock exchange.   The portfolio manager is localized to support United Kingdom currency and dates.

EquityStat’s UK portfolio manager is a free service. Investors who want to sign up or get more information, can visit http://www.equitystat.co.uk.

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 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

Best and Worst Stocks of 2015

According to the Wall Street Journal the best stock of 2015 was Netflix.  It was up 134%.  The worst stock of 2015 was Chesapeake Energy.  It was down 77%.

You can see the list of best stocks here:

http://blogs.wsj.com/briefly/2015/12/31/5-best-performers-in-the-sp-500-in-2015/

You can see the list of worst stocks here:

http://blogs.wsj.com/briefly/2015/12/31/5-worst-performers-in-the-sp-500-we-only-counted-energy-stocks-once/

How did your investments do in 2015?  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, 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 and what are your worst investments.

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.

Changing Columns in Your Portfolio

By default we display a pre-configured set of columns for your portfolio.  If you desire you can easily change the columns that are displayed in your portfolio.  To do this click the Options link at the top of your portfolio and choose the Change Columns menuitem.

changecols

Clicking the Change Columns menuitem will display a list of columns that are available and a list of columns your are currently using.  You can add and remove columns as well as change the order of your columns.  If you want a description of a column, just click on the column in either of the lists.

When you are finished change your columns, click the Change button to save your changes and get back to your portfolio.

How did your investments do in 2014?

According to the Wall Street Journal the best stock of 2014 was Southwest Airlines (LUV).  It was up 123%.  The worst stock of 2014 was Transocean (RIG).  It was down 62%.

You can see the list of best stocks here:

http://blogs.wsj.com/briefly/2014/12/31/5-best-stocks-of-2014/

You can see the list of worst stocks here:

http://blogs.wsj.com/briefly/2014/12/31/5-worst-stocks-of-2014/

How did your investments do in 2014?  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.

Why Mutual Fund Investors Need a Portfolio Manager

If you own mutual funds why do you need a portfolio manager?  Why can’t you just use the tools your mutual fund provides?

Transaction History

Many mutual funds do not provide all of your transaction history.  They may provide up to 3 years of history but if you have owned your mutual fund longer than this, you do not have access to every transaction you have made.

Why is transaction history important?  One, you need a complete transaction history for tax purposes if you sell shares in your mutual fund.  Whenever you sell shares in a mutual fund you need to report to the IRS you gain or loss from to the sale.  Without a complete transaction history you cannot accurately report the gain or loss, which may effect your taxes.

You also want a complete transaction history so that you can track your mutual fund’s performance over the history of the investment, not just over a limited time.

Performance Evaluation

Many mutual funds will provide you the yearly return of the mutual fund but this may not be the return your investment has made.  For example, say you own the hypothetical mutual fund XRXRXR.  Let’s say XRXRXR price on January 1 is $100 a share and on December 31 it is $110 a share.  The mutual fund will report their yearly gain as 10%.  However, this does not take into account when you bought your shares.  Let’s say that on July 1 you buy shares at $90 a share.  Based on a closing price of $110/share, your gain is 22% and not 10%.  Or, let’s say you bought your shares at $120 a share.  Based on a closing price of $110/share, your loss is 8% and not a 10% gain.  If you rely on your mutual fund’s performance return it could be less or more than what you are actually earning.

EquityStat

With EquityStat you can view the complete history of your transactions.  In addition EquityStat gives you the ability to generate IRS form 8949 which will calculate any gains or losses on the sale of your mutual fund shares.

EquityStat will also calculate the annualized return on all of your investments.  This calculation is based on when you purchased and sold your shares, not what the mutual fund reports their return is.