EquityStat User Interface Changes

In the transaction panel, we now display the date the mutual fund price was last updated. Mutual fund prices are updated after market close. When viewing the price, you don’t know if the price is from the previous day or it is the current price. So, for mutual funds we have added the date the price was updated. This way you can know if the price is the current price or the price from the previous day.

EquityStat Mutual Fund Price Date

We have also added the percent change for the price for all investments and display the price in green if the price is up and red if the price is down.

Also, you can click on the name of the investment to view additional information about the investment on MSN Money.

Google Stock Split in EquityStat

Google’s (GOOG/GOOGL) stock is scheduled to split on July 15, 2022. It is a 20 for 1 stock split. So, for each share you own before the split, you get 20 shares.

If you owned Google (GOOG/GOOGL) stock before the split and you are tracking this stock in your EquityStat portfolio, how do you record the split?

First, select the Google stock in your investment panel. Next, in the transaction panel, click the Add button to add a new transaction. In the Activity drop down, choose a “Split” transaction. Enter how many shares were split, in this case it is a 20 for 1 split, and click the Add button to save the transaction.

Add a split transaction in EquityStat's investment portfolio tracker.
Adding a split transaction in your EquityStat stock portfolio tracker

When the split transaction is saved, each transaction will be adjusted to reflect this split. The number of shares will be increased twenty times and the price will be divided by twenty.

For example, if you had the following transactions before the split.

EquityStat transactions for Google (GOOG) before the 20 for 1 split
Google transactions before the split

After the split your transactions will look like this.

EquityStat transactions for Google (GOOG) after the 20 for 1 split
Google transactions after the split

Notice that before the split there were three buy transactions. After the split, the number of shares has increased 20 times and the price has been reduced by a factor of twenty. For example, the initial buy on 7/14/2021 was for a quantity of 20 shares. After the split, the purchased quantity is 400 shares. The price the shares were bought on 7/14/2021 was $2641.65. After the split, the price paid was $132.08. These adjustments are all automatically done when you enter the split transaction.

If you have other stocks that have split, you can use the same steps to record your split. Just make sure that you enter the correct split information.

Refresh User Interface For Mobile Phones

We have recently refreshed the user interface of your EquityStat portfolio on mobile devices. The user interface now looks, feels and works like a mobile app. If you have ever used the Weather Channel App or the ESPN App on your mobile phone, EquityStat works very similar.

To view your EquityStat account on a mobile phone, open up the phone’s web browser, go to www.equitystat.com and login to your account.

EquityStat stock portfolio tracker on a mobile phone.
Example EquityStat Account on a Mobile Phone.

You will then see a list of all your portfolios at the top. You can swipe left at the top to scroll through all of your portfolios. Tap a “portfolio box” to see the investments in each portfolio.

To see details about a specific investment, tap the symbol for the investment. To view metrics about a specific investment tap the price button. Continue tapping the button to cycle through all of the investment metrics.

To add a new investment to your portfolio, tap the plus icon.

Splitting a Stock in EquityStat

Amazon’s (AMZN) stock recently split. It was a 20 for 1 stock split. So, for each share you owned before the split, you got 20 shares.

If you owned Amazon (AMZN) stock before the split and you are tracking this stock in your EquityStat portfolio, how do you record the split?

First, select the Amazon stock in your investment panel. Next, in the transaction panel, click the Add button to add a new transaction. In the Activity drop down, choose a “Split” transaction. Enter how many shares were split, in this case it is a 20 for 1 split, and click the Add button to save the transaction.

Add a split transaction in EquityStat's investment portfolio tracker.
Adding a split transaction in your EquityStat portfolio

When the split transaction is saved, each transaction will be adjusted to reflect this split. The number of shares will be increased twenty times and the price will be divided by twenty.

For example, if you had the following transactions before the split.

EquityStat transactions for Amazon (AMZN) before the 20 for 1 split
Amazon transactions before the split

After the split your transactions will look like this.

EquityStat transactions for Amazon (AMZN) after the 20 for 1 split
Amazon transactions after the split

Notice that before the split there were three buy transactions. After the split, the number of shares has increased 20 times and the price has been reduced by a factor of twenty. For example, the initial buy on 4/02/2014 was for a quantity of 100 shares. After the split, the purchased quantity is 2000 shares. The price the shares were bought on 4/02/2014 was $341.96. After the split, the price paid was $17.098. These adjustments are all automatically done when you enter the split transaction.

If you have other stocks that have split, you can use the same steps to record your split. Just make sure that you enter the correct split information.

Feature Highlight – Compare Your Investment Performance to the Dow Jones, the Nasdaq or the S&P 500 Index

If you want to see how your investment performance is doing compared to an index, you can easily add an index to your investment’s performance graph.

To do this, select the index you want to compare, by clicking on the Indexes drop down menu link in the upper left hand corner of the performance graph.

Compare Stock Performance to Indexes
Compare Investment Performance to Indexes

When you click on the Indexes drop down menu link, you can choose from a list of indexes.

Choose to compare your stock's performance to the Dow Jones index, the Nasdaq index or the S&P 500 index
Choose to compare your stock’s performance to the Dow Jones index, the Nasdaq index or the S&P 500 index

Choose the Dow Jones index, the Nasdaq index or the S&P 500 index. You can choose one index or multiple indexes. When you choose an index, you will see a checkbox next to the index.

Once an index is chosen, you will see the index in your performance graph and how it compares to your investment’s performance.

To remove an index, click on the Indexes drop down link and select the index again. This will remove the checkbox from the index menu item and remove the index from your performance graph.

You can also compare your account/portfolio performance to an index. To do this, go to the Portfolio Analysis page by choosing the Tools menu at the top and selecting Analyze Portfolio from the drop down menu. From the Portfolio Analysis page, click the Indexes link above the performance graph and choose the index or indexes you want to compare.

Choose to compare your account/portfolio performance to the Dow Jones index, the Nasdaq index or the S&P 500 index
Choose to compare your account/portfolio performance to the Dow Jones index, the Nasdaq index or the S&P 500 index

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.

 

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.

Step #2

On the Google Finance transactions page, click the Download to Spreadsheet link and save the downloaded file to your hard drive.

Step #3

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.

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.

EquiityStat Stock Portfolio Analysis
EquiityStat Stock Portfolio Analysis

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.

EquityStat Print Stock Portfolio Example
EquityStat 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.

EquityStat Financial Stock Portfolio
Stock Portfolio Example

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!