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!

Yahoo Finance Portfolio Manager Changes

Recently, Yahoo Finance has changed their investment portfolio manager.  At one time Yahoo Finance portfolio manager was one of the best web portfolio managers. If you were a previous user of Yahoo Finance portfolio and are looking for an alternative, consider EquityStat’s portfolio manager.

EquityStat has many of the same features that the Yahoo Finance portfolio manager has. You can easily see the current value of your portfolio and individual investments based on the current stock price.  Like Yahoo, EquityStat allows you to track and manage your stocks, mutual funds and ETFs investments.

Portfolio Example

There are a lot of differences between EquityStat’s and Yahoo’s portfolio manager too. Here are some of the features found in EquityStat’s portfolio manager that you won’t find in Yahoo’s portfolio manager.

  • Easily see how your portfolio is performing.
    At the top of your portfolio you can easily see your total portfolio value, the total return and the gain for the day.  You don’t have to click around to find this information, it is the first thing you see when you login to your account.
  • Create Multiple Portfolios.
    Separate your investments into multiple portfolios such as your personal portfolio and 401K.  You can track the performance of each portfolio and track your account’s overall performance.
  • A lot less scrolling.
    Our portfolio manager makes the most of your screen space.  As you expand or contract your browser window your portfolio manager does too.  No more scrolling around to see all of your portfolio’s data.
  • Performance calculations for each investment, your portfolios and the overall account.
    For each investment you can see the current market value, the overall gain of the investment, today’s gain, the annualized return and many more calculations.  These performance metrics are also available at the portfolio and account level.
  • Easily view, add, edit and delete transactions for each investment.
    All of your transactions for each investment are grouped together which you can easily view, add, edit and delete.
  • Filter out your sold investments.
    Easily show and hide your sold investments which gives you a historical view of your portfolio or a view of your currently held investments.
  • Change the columns displayed in your portfolio.
    Add and remove the columns you want to display in your portfolio.  For example, if you want to show an investment’s 52 week high or low you can easily add this data column to your portfolio.
  • Import your investments from a spreadsheet or comma separated variable file (csv file).
    If you have your investment transactions in a spreadsheet, you can easily import them into your portfolio without having to manually enter all your transactions.
  • Generate tax forms for sold investments.
    If you have sold any stocks you can generate IRS Form 8949 which your tax preparer needs to calculate your capital gain taxes.
  • Export your investment transactions for safekeeping.
    With EquityStat you can easily export your transactions to a spreadsheet file which will give you a permanent backup of your data.
  • 24 hour 7 day a week support.
    Have a question or need help? Just send an email to our support staff.
  • View on any computer or device.
    View your portfolio on your computer, tablet or mobile phone.
  • Simple with a singular focus.
    EquityStat’s goal is to provide a powerful yet simple to use portfolio manager.  Our focus is not about generating page views or driving traffic to news pages.

If you want to switch from Yahoo’s portfolio manager to EquityStat, we can help you import your data from Yahoo.  Just contact EquityStat’s support staff here and we can get you started with EquityStat.

Yahoo Portfolio No Longer Supports Transactions

If you haven’t heard, Yahoo’s investment portfolio manager will no longer be supporting transactions. This means that if you want to record all of your buys, sells, dividends, etc., you can no longer do so with Yahoo’s investment portfolio.  In other words, you can no longer track the history of your investments.  Without a transaction history you cannot get an accurate performance return of your investment and you can’t calculate your gains and losses for your taxes.  If you are a user of Yahoo’s portfolio manager and want an alternative, consider EquityStat’s portfolio manager.

With EquityStat you can easily add, edit and delete your investment transactions. You can also easily view your transactions for each investment.  In addition you can import these transactions into your portfolio by either manually entering them or importing them from a spreadsheet. If you want to save your transactions to your computer, you can export the transactions for each investment to a spreadsheet.

View and Edit investment transactions using EquityStat
View and Edit investment transactions using EquityStat

If you are looking for  portfolio manager that supports transactions, checkout EquityStat.