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!

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 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.

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.

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

 

 

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 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