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.

Best Stock of 2017

The best S&P 500 stock of 2017 was Align Technology.  It was up 135.6%.

You can see the list of best stocks here:

https://www.benzinga.com/general/education/17/12/10968828/10-best-stocks-of-2017

How did your investments do in 2017?  What was your best stock?  If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio/account 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.

Many online brokerages and mutual funds track an individual stock or mutual fund’s performance but you cannot get the overall return of all your stocks or mutual funds.  With EquityStat not only can you get the return each investment, you can also get the return for your entire account.  This way you know how well your investments are performing at any time.

 

Worst Stock of 2016

According to the Wall Street Journal the worst S&P 500 stock of 2016 was Endo International.  It was down 73%.

You can see the list of worst stocks here:

http://blogs.wsj.com/briefly/2016/12/30/5-worst-performers-in-the-sp-500-in-2016/

How did your investments do in 2016?  What was your worst stock?  If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio/account 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.

Many online brokerages and mutual funds track an individual stock or mutual fund’s performance but you cannot get the overall return of all your stocks or mutual funds.  With EquityStat not only can you get the return each investment, you can also get the return for your entire account.  This way you know how well your investments are performing at any time.

Best Stock of 2016

According to the Wall Street Journal the best S&P 500 stock of 2016 was Nvdia.  It was up 224%.

You can see the list of best stocks here:

http://blogs.wsj.com/briefly/2016/12/30/5-best-performers-in-the-sp-500-in-2016/

How did your investments do in 2016?  What was your best stock?  If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio/account 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.

Many online brokerages and mutual funds track an individual stock or mutual fund’s performance but you cannot get the overall return of all your stocks or mutual funds.  With EquityStat not only can you get the return each investment, you can also get the return for your entire account.  This way you know how well your investments are performing at any time.

 

 

 

How did your investments perform in 2016?

How did your investments do in 2016?  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.

EquityStat Portfolio Analysis
EquityStat Portfolio Analysis

In addition EquityStat provides an analysis of your account and portfolios.  With our account/portfolio analysis you can get a graphical and tableuare view of the performance of your investments.  For example, you can see the performance of your account/portfolio overtime.  Using the account/portfolio analysis you can also see which investments were your best performing investments and which investments were your least performing investments.

 

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.