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.

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.


2015 8949 IRS Tax Forms Released

We just released the 2015 8949 IRS tax forms. If you have sold any stocks or mutual funds in 2015, then you can generate IRS Form 8949 to calculate your gain or loss on a stock sale. EquityStat will automatically calculate your short-term gains and losses and long-term gains and losses and generate a PDF 8949 form. You can then save or print out this form and give it to your accountant or tax preparer. To generate Form 8949 click the Tools menu and then select the Generate Form 8949 menuitem.

Investor, Stock & Personal Finance Conferences 2016

Here is a schedule of investor, stock, money and personal finance conferences for 2016.

January 18-20, 2016

Advanced Personal Financial Planning Conference – Las Vegas

February 9 – 10, 2016

Finovate Europe – London

February 10-12, 2016

Technology Tools For Today (T3) – Ft. Lauderdale

February 21-23, 2016

The Traders Expo New York

February 26, 2016

MIT Sloan Investment Conference

March 2-5, 2016

The MoneyShow Orlando

March 13-16, 2016

Mutual Funds and Investment Management Conference – Orlando

March 16-17, 2016

CFA Institute Conference: Wealth Management

March 29-30, 2016

FinDevR New York

April 28-29, 2016

Value Investor Conference – Omaha

April 25-28, 2016

FPA Retreat – Phoenix

May 9-11, 2016

The MoneyShow Las Vegas

May 10-11, 2016

Finovate Spring – San Jose

May 19-22, 2016

Better Investing National Convention – Washington DC

May 24-27, 2016

Strategic Investor Conference – Dallas

June 13-15, 2016

MorningStar Investment Conference – Chicago

August 25-27, 2016

The MoneyShow San Francisco

September 8-9, 2016

Finovate Fall – New York

September 13, 2016

Delivering Alpha – New York

September 16-17, 2016

The MoneyShow Toronto

September 21-24, 2016

FinCon – San Diego

September 22-23, 2016

The All-Stars of Options Trading

October 20-21, 2016

The MoneyShow Dallas

November 17-19, 2016

The Traders Expo Las Vegas