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.

 

 

 

What should you do when the stock market declines?

After the stock market got off to a great start in 2018,  the market declined 2.1% today and 3.9% for the week.

If you are a long-term investor what do you do when the market declines?  Our advice would be to not look at your portfolio.  However, your stocks might have done better than you think.

EquityStat can provide you these answers.  Our stock portfolio tracker, offers many metrics to track the performance of each individual stock as well as the performance of your account.  Some of the metrics you can use to track your stocks are annualized return, return year-to-date, quarter return and 52-week highs and lows.  In addition we show you how much your stocks gained or declined for the day.

Even though today was a rough day for the overall market, your investments might have performed better than you think.

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

Follow these instructions on how to format your import file.

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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.

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

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 and Taxes

It’s that dreaded time of year – tax time. EquityStat’s portfolio manager has several tools to help investors with their taxes.

If you sold any shares last year, you can use EquityStat to generate IRS Form 8949.  IRS Form 8949 is a form that shows your short-term  and long-term capital gains on any investment sale.  EquityStat will automatically calculate these capital gains.  It will then generate a PDF of Form 8949 with all needed information that the IRS requires.  You can then give this form to your tax preparer when you are preparing your taxes.  To generate IRS Form 8949, click the Tools menu and then choose the Generate Form 8949 menuitem.

IRS Form 8949

Another tool to help you with your taxes is the ability to export your investment’s transactions to a spreadsheet. To export your transactions, click the Tools menu and then choose the Export Transactions menuitem. When you export your transactions, you will get a spreadsheet showing each transaction for the investment including the type of transaction it is (e.g. Buy, Sell, Dividend, etc). With this information, your tax preparer can calculate your taxable capital-gains and taxable dividends for all of your investments.

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.

 

 

 

5 Frequently Asked Questions About EquityStat’s Portfolio Manager

5 Frequently Asked Questions

  1. How do I add a new investment?
    Click the New Menu and then choose New Investment from the dropdown menuitem.  A popup dialog will appear where you can add your new investment.
  2. How do I add/remove a portfolio column?
    Click the Options Menu and then choose Change Columns from the dropdown menuitem.  The Change Columns panel will appear.  To add a column select the column from the Available Columns list and click the Add button to add it to the Displayed Columns list.  To remove a column select the column from the Displayed Columns list and click the Remove button to remove it from the Displayed Columns list.  Click the Change button to save your columns.Change Investment Portfolio Columns
  3. How do I change the order of the displayed columns?
    Click the Options menu and choose the Change Columns dropdown menuitem.  The Change Columns panel will appear.  Select the column you want to change from the Displayed Columns list.  Use the up/down arrows on the right to change the order.   When finished click the Change button to save your changes.
  4. How do I sort the portfolio by Investment name?  How do I sort any column in the portfolio?
    To sort your portfolio by investment name, click on the Name column heading.  To sort any columns, such as Market Value, click on the column heading.  Clicking on the column heading will also toggle the sort between ascending and descending order.
  5. How do I sell an investment?
    To sell an investment add a “Sell” transaction.  To add a “Sell” Transaction, first select the investment you want to sell.  Next click the Add button in the Transactions section.  A popup panel will appear.  Enter your date, choose “Sell” from the Activity dropdown and enter how many shares you sold and the price you sold them at.  Click the Add button to save your changes.Add Investment Transaction

New Column Options

We recently added two new column options to our portfolio manager.  You can now display the Ex-Dividend Date and Dividend Paid Date for each of your investments.  To display these columns in your portfolio, click the Options menu and then choose the Change Columns menuitem.  A drop down panel will then appear.  Select the column from the list of Available Columns and add it to the list of Displayed Columns.  Click the Change button and your new columns will display in the portfolio.

changecols

In addition to these two columns, we provide a whole range of other columns you can add to your portfolio.  These columns vary from information about your investment to performance metrics.  Just add/remove the columns to configure your portfolio to your specifications.

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