New Feature – Index Compare in Performance Graphs

We have just introduced a new feature in EquityStat. You can now compare your individual investments to an index, like the S&P 500 or Dow Jones, in a performance graph.

To add an index to a performance graph, click the Index Menu above the graph and choose the index to compare.

Click the Index Menu to Add an Index to the Performance Graph.

You have the choice to compare your investment performance to the Dow Jones, Nasdaq or S&P 500 index. If you want you can compare multiple indexes at once.

Choose to compare the Dow Jones, Nasdaq or S&P 500 Indexes

To remove an index from the performance graph, click the Index menu and select any index with a check mark next to it. The index will then be removed from the graph.

Compare your Account/Portfolio Performance Graph to an Index

You can also add indexes to your performance graphs on the Portfolio Analysis page (to get to the Portfolio Analysis page click the Tools menu and then choose Portfolio Analysis from the drop down menu).

Taxes and Investments

It’s that time of year again – tax time. If you sold any investments in 2019, then you will need to report your gain or loss to the IRS.

In addition to calculating your gain or loss on an investment, you will also need to report these gains/losses as short term gains or long term gains.

If you held the investment for eighteen months or more, you will need to report the gain/loss as a long-term gain/loss. If you held the investment for less than eighteen months then you will need to report the gain/loss as a short-term gain/loss.

Sound complicated?

Well, EquityStat can help you out.

You can use EquityStat to generate an IRS Form 8949. EquityStat will automatically calculate your gain or loss on an investment, as well as figure out if the gain or loss is a short-term gain or a long-term gain.

Equity will then print out these calculations to IRS Form 8949. 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.


Sample Form 8949


EquityStat 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. 

Worst Stock of 2019

The worst performing S&P 500 stock of 2019 was biotech company Abiomed (ABMD).  It was down 48%.

You can see the list of worst stocks here:

https://www.marketwatch.com/story/here-are-the-best-and-worst-dow-and-sp-500-stocks-of-2019-2019-12-30

How did your investments do in 2019?  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 2019

The best S&P 500 stock of 2019 was Advanced Micro Devices (AMD).  It was up 150%.

You can see the list of best stocks here:

https://www.marketwatch.com/story/here-are-the-best-and-worst-dow-and-sp-500-stocks-of-2019-2019-12-30

How did your investments do in 2019?  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 2018

The worst performing S&P 500 stock of 2018 was cosmetic company Coty(COTY).  It was down 67.4%.

You can see the list of worst stocks here:

https://www.cnbc.com/2018/12/31/2018-stocks-sp-500-best-and-worst-performers-in-a-volatile-year.html

How did your investments do in 2018?  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 2018

The best S&P 500 stock of 2018 was Advanced Micro Devices (AMD).  It was up 73.3%.

You can see the list of best stocks here:

https://www.cnbc.com/2018/12/31/2018-stocks-sp-500-best-and-worst-performers-in-a-volatile-year.html

How did your investments do in 2018?  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.

AOL Finance Portfolio Discontinued

If you haven’t heard, AOL Finance stock portfolio manager is being discontinued. If you were a previous user of AOL Finance portfolio manager and want an alternative, consider EquityStat’s portfolio manager.

EquityStat has many of the same features that AOL 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.

EquityStat an alternative to Google Finance stock portfolio

If you liked AOL Finance portfolio manager and are disappointed to see it go, checkout EquityStat!

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.

 

 

 

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.

2017 IRS Tax Form 8949 Released

We just released the 2017 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.