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.

 

 

 

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.

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.

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.

 

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.