Author: equitystat

2023 8949 IRS Tax Form Released

Posted on | by equitystat

We just released the 2023 8949 IRS tax form.  IRS Form 8949 is a form that reports your short and long term gains/losses for any sold investments in the tax year.  If you had any investment sales in 2023, this form is a great way to easily calculate your losses/gains from this investment sale.

To generate Form 8949 click the Tools menu and choose the “Generate Form 8949” menuitem. On the “Generate Form 8949” page, click the Generate button. Your short-term and long-term gains/losses on any investment sales will then be calculated. Then a pdf format of IRS Form 8949 will be generated. This form has a short-term gains/losses section and long-term gains/losses section, which is what you need when filing your taxes.

Calculate your gains/losses on any stock sale with EquityStat and generate IRS Form 8949.
IRS Form 8949 Example

Once this pdf form is generated, you can then send this pdf file to your tax preparer or print a copy of it.

New Feature – Share Your Portfolio

Posted on | by equitystat

Have you ever wanted to display what stocks you own on a webpage? Or maybe you want to show what stocks you recommend on an online investment forum?  What about sharing your stock portfolio on X, Facebook or email?

With our new Share Portfolio feature you can do all of this.  

To get started sharing your portfolio, click the Tools menu at the top and choose Share Portfolio from the drop down menu.

On the Share Portfolio page, choose the portfolio you want to share and click the Generate button. An image of your portfolio will then be generated. You can then link to this image on a website or social media post. You can also download the image and send the image in an email or also use the image file in a social media post.

For example, here is an image of a portfolio for Berkshire Hathaway’s top stocks.

If you link to an image, the image will display the most recent prices for the stocks in your portfolio. If you share the image file, the prices will be the current price when the image was generated.

You can also choose what columns to display in the image by clicking the Select Columns link and then choosing the columns you want to display.

Stock Market Eye Stock Portfolio Tracker Discontinued

Posted on | by equitystat

If you haven’t heard, Stock Market Eye’s stock portfolio manager has been discontinued. If you were a previous user of Stock Market Eye’s stock portfolio manager and want an alternative, consider EquityStat’s portfolio manager.

To transfer your data from Stock Market Eye to EquityStat, just export the data to an excel spreadsheet or csv file. Once you have exported your data, follow these directions to format your file and upload your data to EquityStat.

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If you need any help importing your transactions into EquityState, please contact us using our support page. 

You can also manually enter your transactions into EquityStat too.

In addition if there is any feature that you liked in Stock Market Eye’s stock 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!

If you have any questions, please contact us using our support page.  We will answer any questions or comments you have.

Tech Times Names EquityStat Best Investment Portfolio Management Software

Posted on | by equitystat

Tech Times recently named EquityStat its best investment portfolio management software. They recognize EquityStat as the top choice for investors seeking effective portfolio management software, with its advanced features and user-friendly interface positioning it as a valuable tool for optimizing investment performance.

Tech Times praises EquityStat for its real-time data capabilities, performance tracking, and personalized portfolio analysis. EquityStat is also recognized for its user-friendly interface, making it suitable for investors of all experience levels.

EquityStat’s mission to empower investors through data-driven investing was a key focal point, emphasizing how the platform enables users to gain control over their investments and make smarter choices. The article also highlights the user-friendly interface, making it accessible for both seasoned investors and those new to the stock market.

The article concludes by emphasizing how EquityStat has successfully simplified the process of managing tech investments, making it an invaluable tool for tech enthusiasts, investors, and professionals alike.

You can read the entire article here.

https://www.techtimes.com/articles/294138/20230724/top-5-best-investment-portfolio-management-software-2023.htm

New Feature in EquityStat’s Stock Portfolio Tracker

Posted on | by equitystat

We have added a new feature to our Stock Portfolio Tracker application. When you enter a new stock/investment or add a new transaction for an existing stock/investment, the price of the investment is automatically displayed in the Price field. The price that is displayed is the closing or current price for the date of the transaction. If this price is not correct, you can override the price by entering the correct price.

This feature was designed in case you don’t know the exact price you purchased or sold a stock for, the price is automatically filled in for you and you don’t have to look it up. If you do know the exact price, you can override the filled in price with the correct price.

EquityStat Stock Portfolio Tracker New Feature - Auto Price
Example of Auto Price

For example, if your purchased Apple stock on January 12, 2023 the price of $134.56 will automatically be filled in since this was the closing price on January 12th. If you purchased Apple for a lower or higher price, you can edit the price to the correct price.

This feature also comes in handy when you want to see what price a stock was trading for a past date. Just select the stock, enter the date and you will see the price for that date.

2022 8949 IRS Tax Form Released

Posted on | by equitystat

We just released the 2022 8949 IRS tax form.  IRS Form 8949 is a form that reports your short and long term gains/losses for any sold investments in the tax year.  If you had any investment sales in 2022, this form is a great way to easily calculate your losses/gains from this investment sale.

To generate Form 8949 click the Tools menu and choose the “Generate Form 8949” menuitem. On the “Generate Form 8949” page, click the Generate button. Your short-term and long-term gains/losses on any investment sales will then be calculated. Then a pdf format of IRS Form 8949 will be generated. This form has a short-term gains/losses section and long-term gains/losses section, which is what you need when filing your taxes.

Calculate your gains/losses on any stock sale with EquityStat and generate IRS Form 8949.
IRS Form 8949 Example

Once this pdf form is generated, you can then send this pdf file to your tax preparer or print a copy of it.

New Feature – Investment Symbol Search

Posted on | by equitystat

We have recently added a new feature. When adding a new investment to your portfolio, you can easily lookup the investment to add. In the past when you added an investment to your portfolio, you needed to know the investment symbol. Now, in the Symbol field you can start typing, which will display all symbols and investment names that matches the text as you type.

Lookup a symbol when adding a new investment to your EquityStat stock portfolio.
Example of the new symbol lookup when adding a new investment

For example, as seen in the screen shot above, if you start typing “APA” in the symbol field you will get a list of symbols and investments that match this text. This will make finding your investment symbol much easier.

To choose a symbol, select the line that has the investment you want to add to your portfolio.

If you don’t find your symbol listed, just type in the symbol and tab to the next field. The symbol will then be checked to make sure it is a valid symbol. If it is not a valid symbol for an investment, you will get an “Invalid Symbol” message.

EquityStat Stock Portfolio Tracker An Alternative to Morningstar Legacy Portfolio Manager

Posted on | by equitystat

If you haven’t heard, Morningstar’s legacy stock portfolio manager is going away. If you were a previous user of Morningstar’s legacy portfolio manager and want a better alternative, consider EquityStat’s portfolio manager.

EquityStat is simple and easy to use and just works. It was developed by investors for investors.

With EquityStat’s stock portfolio manager, you can track all of your stocks accounts in one place. 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.

Analyze your stock portfolio
Example of EquityStat’s Portfolio Analyze Page

If you need help importing your Morningstar Legacy portfolio manager into EquityStat, contact our support staff here.

If you are a Morningstar legacy portfolio manager user and disappointed to see it go, checkout EquityStat!

‘Tis the Season For Dividends and Capital Gains

Posted on | by equitystat

It is that time of year when stocks and mutual funds pay their end of year dividends, short-term capital gains and long-term capital gains.

With EquityStat’s stock portfolio manager, it is easy to track and manage these dividends and capital gains.

If you have a stock or mutual fund that has paid a distribution, select the stock in your portfolio. Then in the transactions panel, click the Add button to add a new transaction.

Add dividend, short-term capital gains and long-term capital gains to your EquityStat stock portfolio.
Transaction Panel Example

Next, select whether you were paid a dividend, short-term capital gain or long-term capital gain from the Activity drop down. If you re-invest your dividends and capital gains, then you can select re-invested dividends, re-invested short-term gains, or re-invested long-term gains from the Activity drop down.

Once you have selected your distribution type, enter the rest of your dividend information and click the Add button.

Add dividend, short-term capital gains and long-term capital gains to your EquityStat stock portfolio.
Example of entering a short-term capital gain.

There are a couple of ways to track your dividends. For each stock you can display the amount of dividends (including short-term and long-term capital gains) the stock has paid. To display this metric, click the Options menu at the top and choose the Change Columns option from the drop down menu. Then add the Total Dividends to the list of displayed columns.

The analyze portfolio page also displays the amount of dividends paid (this includes short-term and long-term capital gains) over a period of time for your entire account or for a specific portfolio. To view the analyze portfolio page, click the Tools menu at the top and choose Analyze Portfolio option from the drop down menu.