Category: EquityStat News

EquityStat Named a Top Tool for DIY Investors by Kiplinger Magazine

Posted on | by equitystat

A Trusted Recommendation for Individual Investors

Kiplinger Magazine Names EquityStat A Great Tool For DIY Investors

Kiplinger Magazine — one of the most respected names in personal finance — recently recognized EquityStat as one of the top tools for DIY stock investors. To build their list, Kiplinger consulted seasoned investors and long‑time Wall Street observers, selecting only platforms that deliver real value, clarity, and actionable insights.

Their verdict: EquityStat stands out as a powerful, easy‑to‑use portfolio tracking solution for everyday investors.

Why Kiplinger Highlighted EquityStat

In their review of top investing tools, Kiplinger emphasized several strengths that make EquityStat especially useful for self‑directed investors:

1. Fast, Simple Portfolio Setup

Kiplinger noted that EquityStat makes it incredibly easy to build a stock‑tracking portfolio. Investors can add holdings quickly, organize multiple portfolios, and start analyzing performance in minutes — without the clutter or complexity found in many other tools.

2. Robust Performance Metrics

According to Kiplinger’s analysis, EquityStat provides a wide range of performance indicators that help investors understand how their stocks, ETFs, and mutual funds are truly performing. These include:

  • Daily gain/loss
  • Total return
  • Annualized return
  • Realized gains
  • Cost basis
  • Long‑term performance trends

These metrics give DIY investors the clarity they need to make informed decisions.

3. Clean, Intuitive Interface

Kiplinger also praised EquityStat’s clean, streamlined design. The interface avoids unnecessary distractions and focuses on what matters most: clear data, easy navigation, and fast access to performance insights.

Why This Recognition Matters

Being named one of Kiplinger’s top tools reinforces what many investors already know: EquityStat is a reliable, transparent, and user‑friendly platform for tracking investments.

For individual investors — especially those managing their own portfolios without an advisor — having a tool that is both powerful and easy to use is essential. Kiplinger’s endorsement highlights EquityStat’s ability to deliver exactly that.

You can read the article here.

https://www.kiplinger.com/investing/great-tools-for-diy-stock-investors

Explore Your Past Portfolio Performance with EquityStat’s “View On Date” Feature

Posted on | by equitystat

Investing is not just about tracking today’s numbers—it’s about understanding your portfolio’s journey over time. That’s why EquityStat, your all-in-one stock portfolio tracker, is excited to introduce a powerful new feature: View On Date. Now, you can look back at your holdings and portfolio performance on any past date, giving you deeper insight into your investment strategy.

Introducing “View On Date”

The View On Date feature allows you to examine your portfolio exactly as it appeared on a specific past date. When you select a past date:

  • Only the investments you held on that date will be displayed.
  • Performance metrics are calculated using the closing prices from that date, giving you an accurate snapshot of your historical portfolio performance.

Whether you’re reviewing historical performance, analyzing past trades, or comparing growth over time, this tool gives you precise insight into your investment history.

How to Use “View On Date”

View your EquityStat stock portfolio on a past date.
  1. Via the Options Menu:
    • Click the Options menu at the top of your portfolio dashboard.
    • Select View On Date from the dropdown.
    • Enter the past date you want to review in the dialog box.

  2. Using the Change Date Link:
    • Underneath the “Quotes Updated” date, click Change Date to select a past date.

  3. Portfolio Analysis for Past Dates:
    • In the upper right-hand corner of your portfolio dashboard, click the View On Date link to access historical portfolio analysis.

Once you’re viewing your portfolio on a past date, a banner message at the top of the page will show the date you’re analyzing. To return to your current holdings, simply click Revert To Today.

View your EquityStat stock portfolio on a past date.

Why Investors Will Love This Feature

  • Historical Insights: Understand how your portfolio has performed over weeks, months, or even years.
  • Performance Analysis: Evaluate the impact of past decisions to refine your investment strategy.
  • Simplified Tracking: No more manual tracking or spreadsheets—see past performance directly in EquityStat.

This feature makes EquityStat not just a real-time portfolio tracker, but a historical analysis tool that empowers investors to make smarter decisions.

Start Exploring Your Portfolio History Today

With EquityStat’s View On Date feature, you have complete control over your portfolio insights—past, present, and future. Stay informed, track your progress, and make confident investment decisions all from a single platform.

2025 IRS Form 8949: How to Quickly Generate Your Capital Gains Report with EquityStat

Posted on | by equitystat

If you sold stocks, ETFs, mutual funds, or other investments during 2025, you’ll need to report your gains and losses on IRS Form 8949 when filing your 2025 tax return. To make this process faster and more accurate, EquityStat now provides an automated Form 8949 generator.

What Is IRS Form 8949?

IRS Form 8949 is the official document used to report:

  • Short‑term capital gains and losses (assets held for one year or less)
  • Long‑term capital gains and losses (assets held for more than one year)

If you sold any taxable investment in 2025 — including stocks, mutual funds, ETFs — this form will help your tax preparer produce your tax return.

Generate tax form 8949 with EquityStat

Generate Your 2025 Form 8949 Automatically in EquityStat

EquityStat’s updated tools now support instant creation of the 2025 Form 8949, helping you avoid manual calculations and spreadsheet errors.

How to Generate Form 8949 in EquityStat

  1. Open the Tools menu in your EquityStat dashboard
  2. Select Generate IRS Form 8949
  3. Choose the tax year you want to generate Form 8949 for
  4. Click Generate on the Form 8949 page

Within seconds, EquityStat calculates:

  • Short‑term gains and losses
  • Long‑term gains and losses
  • Adjusted cost basis
  • Totals required for Schedule D

A PDF formatted exactly to IRS specifications is created and ready for download.

What You Can Do With Your Generated Form 8949

Your completed PDF can be:

  • Uploaded directly into your tax software
  • Sent to your accountant or tax preparer
  • Printed and included with a paper tax return

This ensures your capital‑gains reporting is complete, accurate, and compliant.

Why Investors Choose EquityStat for Form 8949

EquityStat is built for both high‑volume traders and long‑term investors who want reliable tax reporting. Key benefits include:

  • Accurate cost‑basis tracking
  • Automatic gain/loss calculations
  • Fast PDF generation
  • Support for stocks, ETFs, and mutual funds
  • Ideal for 2025 tax‑filing deadlines

Who Should Generate Form 8949?

You should create Form 8949 if you:

  • Sold stocks or ETFs in 2025
  • Sold mutual funds or index funds
  • Need a clean, IRS‑ready summary of gains and losses

If you had any investment sales in 2025, EquityStat’s Form 8949 generator saves time and reduces the risk of filing errors.

Example: What Your Form 8949 Output Includes

Your generated PDF contains:

  • Part I: Short‑term transactions
  • Part II: Long‑term transactions
  • Totals for gains and losses
  • IRS‑compliant formatting and layout

This ensures your tax return is complete and ready for submission.

2024 8949 IRS Tax Form Released

Posted on | by equitystat

How to Generate Your Capital Gains and Losses Report

If you sold stocks or other investments in 2024, the IRS requires you to report your short‑term and long‑term capital gains and losses using IRS Form 8949. EquityStat now offers a fast, accurate way to generate this form automatically—perfect for tax filing season.

What is IRS Form 8949

IRS Form 8949 is used to report:

  • Short‑term capital gains/losses (assets held 1 year or less)
  • Long‑term capital gains/losses (assets held more than 1 year)

If you sold stocks, ETFs, mutual funds, crypto, or other investments in 2024, you must include this form with your tax return.

Generate the 2024 IRS Form 8949

EquityStat supports automatic creation of the 2023 Form 8949, making tax prep easier and more accurate.

How to Generate Form 8949 in EquityStat

  1. Open the Tools menu.
  2. Select Generate Form 8949.
  3. On the Form 8949 page, click Generate.
  4. EquityStat instantly calculates:
    • Short‑term gains/losses
    • Long‑term gains/losses
  5. A PDF version of IRS Form 8949 is created for download.

This PDF is formatted exactly as required by the IRS.

What You Can Do With the Generated Form 8949

  • Send it directly to your tax preparer
  • Upload it to your tax software
  • Print and include it with your paper tax return

Why Use EquityStat for Form 8949?

  • Accurate capital gains calculations
  • Automatic cost‑basis tracking
  • Fast PDF generation
  • Ideal for active traders and long‑term investors
  • Perfect for 2023 tax filing deadlines

Who Should Generate Form 8949?

You should generate this form if you:

  • Sold stocks in 2023
  • Sold ETFs or mutual funds
  • Sold crypto assets
  • Need a clean, IRS‑ready gains/losses report

If you had any investment sales in 2024, EquityStat’s Form 8949 generator saves time and reduces errors.

Example: IRS Form 8949 Output

Generate IRS Form 8949 to track your investment gains and losses for your taxes.
Form 8949 Example

Your generated PDF includes:

  • Short‑term transactions (Part I)
  • Long‑term transactions (Part II)
  • Totals for gains and losses
  • IRS‑compliant formatting

This ensures your tax filing is complete and accurate.

Start Your 2024 Form 8949 Now

If you sold investments in 2023 and need to calculate your gains or losses, use EquityStat’s Generate Form 8949 tool today.

Best and Worst Stocks of 2024

Posted on | by equitystat

The stock market ended 2024 near record highs. The Nasdaq Composite rallied by 30%, while the S&P 500 climbed over 24%. The blue-chip Dow Jones rose a more modest 13%. The S&P 500 clinched 57 records, making it one of the top five years for most all-time highs recorded by the benchmark index.

Technology and Communications Services were the standout sectors, thanks to the artificial intelligence boom. Big Tech stocks, including Nvidia, Tesla, Alphabet, Amazon, Apple, Microsoft, and Meta, posted significant gains. Nvidia, in particular, rallied more than 175%

Here are the best performing stocks of 2024.

Best performing stocks of 2024

Here are the worst performing stocks of 2024.

Worst performing stocks of 2024

You can read more about the best and worst performing stocks here and here.

Note, if you want to share your portfolio in image format like you see above, go to here.

Tech Times Recognizes EquityStat as the Best Investment Portfolio Management Software

Posted on | by equitystat

In its annual review of financial technology tools, Tech Times named EquityStat the Best Investment Portfolio Management Software. This recognition highlights EquityStat’s growing influence in the fintech space and its commitment to helping investors make smarter, data‑driven decisions. As more individuals seek reliable tools to track and optimize their investments, EquityStat continues to stand out as a trusted platform for both new and experienced investors.

A Modern Solution for Today’s Investors
The investment landscape has changed dramatically over the past decade. With market volatility, rapid economic shifts, and an increasing number of retail investors entering the market, the need for accurate, real‑time portfolio tracking has never been greater. EquityStat addresses these challenges by offering a streamlined, intuitive platform that gives investors the insights they need to stay ahead.

Tech Times highlighted several reasons why EquityStat earned the top ranking:

Clean, user‑friendly interface Whether you’re a beginner or a seasoned investor, EquityStat makes portfolio management simple and accessible.

Real‑time market and portfolio data Investors can monitor performance instantly, allowing them to react quickly to market changes.

Advanced performance analytics EquityStat provides detailed metrics, trend analysis, and historical comparisons that help users understand how their investments are performing over time.

Personalized portfolio insights The platform adapts to each user’s investment style, risk tolerance, and long‑term goals.

Designed for Investors at Every Level

One of the reasons EquityStat has gained such a strong following is its ability to serve a wide range of investors. Beginners appreciate the platform’s simplicity and educational value, while experienced investors rely on its precision and analytical depth.

EquityStat is especially valuable for:

  • Long‑term investors tracking retirement portfolios
  • Active traders monitoring daily performance
  • Tech‑sector investors who need fast, accurate data
  • Individuals managing multiple brokerage accounts
  • Anyone seeking a clearer picture of their financial progress

By consolidating data and providing actionable insights, EquityStat helps users make informed decisions that support long‑term financial growth.

Why Tech Times’ Recognition Matters

Tech Times is known for its in‑depth reviews of technology products and software solutions. Its annual rankings influence consumer decisions and highlight the tools that deliver real value. Being named the best investment portfolio management software places EquityStat among the most trusted and innovative platforms in the fintech industry.

This recognition also reinforces EquityStat’s mission: to empower everyday investors with the same level of insight and clarity that professional analysts rely on.

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.

EquityStat: The Best Alternative to Morningstar’s Legacy Portfolio Manager

Posted on | by equitystat

Looking for a Replacement for Morningstar’s Legacy Portfolio Manager?

Morningstar has discontinued its legacy portfolio tracker, leaving many investors searching for a reliable, easy‑to‑use alternative. EquityStat is a powerful, intuitive stock portfolio tracker built by investors for investors and it’s one of the best replacements available today.

Why EquityStat Is the Ideal Morningstar Legacy Portfolio Alternative

EquityStat offers a clean, simple interface and robust performance tracking tools designed for everyday investors and active traders.

Key Benefits

  • Aggregate all your investment accounts in one place
  • Track your dividends and capital gains
  • View account and portfolio value and gain/loss
  • Analyze individual stocks, ETFs, and mutual funds
  • See today’s gain/loss, annualized return, realized gains, and return ytd
  • Review every transaction for each investment
  • Import transactions manually or via spreadsheet
  • Create multiple portfolios for better organization
  • View performance graphs and compare to stock market indexes
  • View your portfolio on a previous date

What You Can Track With EquityStat

EquityStat provides detailed analytics for each investment, including:

  • Daily gain/loss
  • Annualized return
  • Return YTD
  • Realized gains
  • Transaction history
  • Portfolio‑level and account‑level value and performance

Portfolio Analysis Tools

EquityStat includes a powerful Portfolio Analysis page that helps you:

  • Compare performance across multiple portfolios
  • Identify top‑ and bottom‑performing investments
  • View performance charts over time and compare to stock indexes
  • Analyze holdings and allocation

This is especially useful for investors managing multiple accounts or diversified portfolios.

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

Importing Your Morningstar Legacy Portfolio

If you previously used Morningstar’s legacy portfolio manager, EquityStat makes it simple to transition.

You’ll be up and running quickly with your full investment history intact.

Why Investors Choose EquityStat

  • Built by investors, for investors
  • Simple, intuitive interface
  • Accurate performance calculations
  • Fast, reliable, and easy to use
  • Ideal for stock, ETF, and mutual fund tracking
  • A strong alternative to Morningstar’s Legacy Portfolio manager discontinued tool

If you’re disappointed to see Morningstar’s legacy portfolio manager go, EquityStat is the perfect replacement.

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

Refresh User Interface For Mobile Phones

Posted on | by equitystat

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.

How to import your Google Finance Portfolio into EquityStat

Posted on | by 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.

Print Your Stock Portfolio

Posted on | by equitystat

How to Print Your Portfolio

To begin, open your EquityStat account and navigate to the Tools menu located at the top of the screen. From the dropdown list, select Print Portfolio. This will take you to a dedicated printing page designed specifically for generating portfolio reports.

Choose What You Want to Print

On the print page, you’ll see options that let you decide exactly which portfolio—or portfolios—you want to include.

  • You can print a single portfolio if you only need information for one set of investments.
  • Or, if you manage several portfolios, you can choose to print all of them at once, making it easy to create a complete snapshot of your entire investment landscape.

This flexibility is especially helpful for users who track different strategies, accounts, or goals and want a consolidated view.

Generate a PDF

Example of the EquityStat portfolio printing page used to create PDF or printed reports.
Print Portfolio Example

Once you’ve selected your portfolio(s), click the Print button. EquityStat will automatically generate a PDF file containing your portfolio details. From there, you can:

  • Print the PDF directly to your home or office printer
  • Save the file to your computer for record‑keeping
  • Email or share the PDF with advisors, accountants, or anyone else who needs access

The PDF format ensures your portfolio is neatly formatted, easy to read, and consistent every time you print it.

Enhancing EquityStat to Better Support Modern Investors

The addition of this print feature is just one example of how we continue to evolve EquityStat to meet the needs of modern investors. Many users rely on printed reports for meetings, tax preparation, long‑term planning, or simply for peace of mind. By offering a fast, reliable way to generate PDFs or hard copies of your portfolios, we aim to make your investment management experience smoother, more flexible, and better aligned with the way you prefer to work.


EquityStat – An Alternative to Yahoo Finance Stock Portfolio

Posted on | by equitystat

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!

View Your Portfolio On Your Mobile Device

Posted on | by equitystat

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.

Yahoo Finance Stock Portfolio Tracker Changes — Best Alternatives and How EquityStat Compares

Posted on | by equitystat

Yahoo Finance Has Changed Its Stock Portfolio Tracker

Yahoo Finance recently updated its stock portfolio tracker, and many long‑time users are finding the new version harder to use or missing key features. If you relied on Yahoo Finance to track your stocks, ETFs, or mutual funds, EquityStat offers a powerful, easy‑to‑use alternative with more flexibility and better performance tracking.

Why Many Investors Are Looking for a Yahoo Finance Alternative

Yahoo Finance’s portfolio manager was once one of the most popular online tools for tracking investments. But recent changes have removed features, altered layouts, and made the interface less intuitive for many users.

If you’re searching for a replacement that feels familiar but offers more control, EquityStat is designed for exactly that.

EquityStat: A Modern, Feature‑Rich Alternative to Yahoo Finance Portfolio Tracker

EquityStat includes many of the same features Yahoo Finance users expect — plus several advanced tools Yahoo does not offer.

Core Features Similar to Yahoo Finance

  • Track stocks, ETFs, and mutual funds
  • View current portfolio value
  • Monitor daily gain/loss
  • See percentage gain since purchase
  • Review realized gains
  • Access full transaction history
  • View your portfolio on a previous date

These features make the transition from Yahoo Finance smooth and familiar.

Features EquityStat Offers That Yahoo Finance Investment Portfolio Does Not

EquityStat includes several powerful tools that go beyond Yahoo’s capabilities:

1. Clear, At‑a‑Glance Portfolio Performance

At the top of your dashboard, you immediately see:

  • Total portfolio value
  • Total return
  • Today’s gain/loss

No extra clicks. No digging through menus.

2. Create Multiple Portfolios

Organize your investments into separate portfolios such as:

  • Personal brokerage
  • 401(k) or IRA
  • Joint accounts
  • Taxable vs. tax‑advantaged accounts

Track each portfolio individually or view your entire account’s performance.

3. Less Scrolling, More Data

EquityStat automatically adjusts to your screen size, making it easier to view all your data without endless scrolling — something Yahoo’s layout struggles with.

4. Detailed Performance Calculations

For each investment, portfolio, and your overall account, you can view:

  • Current market value
  • Total gain
  • Today’s gain
  • Annualized return
  • Cost basis
  • And more

These metrics help you understand exactly how your investments are performing.

5. Full Transaction Management

For each investment, you can easily:

  • View all transactions
  • Add new transactions
  • Edit existing entries
  • Delete incorrect entries

Everything is grouped neatly for fast access.

6. Hide or Show Sold Investments

Toggle between:

  • A clean view of current holdings, or
  • A full historical view including sold positions

Perfect for tax planning and performance review.

7. Customize Your Portfolio Columns

Add or remove data columns such as:

  • Return YTD
  • Annualized Return
  • Dividend yield
  • Market value
  • Cost Basis

Build the exact view you want — something Yahoo Finance does not allow.

8. Import Your Data Easily

Upload your transactions using:

  • A spreadsheet
  • A CSV file

No need to re‑enter years of history manually.

9. Generate IRS Tax Forms

If you sold investments, EquityStat can generate IRS Form 8949, which tax preparers use to calculate capital gains. Yahoo Finance does not offer this.

10. Export Your Data for Safekeeping

Download your transactions to a spreadsheet for backup or offline analysis.

11. 24/7 Support

Have a question? EquityStat’s support team is available 24 hours a day, 7 days a week.

12. Works on Any Device

Because EquityStat is built with modern web technology, you can access your portfolio on:

  • Desktop
  • Laptop
  • Tablet
  • Mobile phone

No plugins. No compatibility issues.

2016 8949 IRS Tax Form Released

Posted on | by equitystat

We just released the 2016 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.

Print IRS Form 8949 with EquityStat's Investment Portfolio Manager
IRS Form 8949

EquityStat Receives Nomination for Benzinga Fintech Award

Posted on | by equitystat

EquityStat is proud to announce that it has been nominated for a technology award in the annual Benzinga Fintech Awards, a nationally recognized program that highlights the most innovative companies shaping the future of financial technology. This nomination reflects EquityStat’s commitment to delivering a clear, unified, and accessible portfolio‑tracking experience for investors.

About Benzinga

Benzinga is one of the leading financial media and data companies in the United States. Known for its fast, actionable market news and deep coverage of fintech innovation, Benzinga reaches millions of investors, traders, and financial professionals every month. The platform is widely respected for identifying emerging technologies and spotlighting companies that are transforming how people interact with financial markets.

About the Benzinga Fintech Awards

The Benzinga Fintech Awards recognize companies that are redefining the financial services industry through technology, accessibility, and user‑focused design. The awards highlight platforms that:

  • Improve the investing experience
  • Increase financial transparency
  • Simplify complex financial tasks
  • Empower everyday investors
  • Advance innovation in fintech

A nomination places a company among the most forward‑thinking and impactful fintech innovators in the market.

Why EquityStat Was Nominated

EquityStat was nominated for its ability to solve one of the most persistent challenges facing modern investors: fragmented investment data spread across multiple accounts and institutions. The platform provides a unified, real‑time portfolio‑tracking solution that allows users to view all their holdings in one place.

Key capabilities highlighted in the nomination include:

  • A single dashboard for all investment accounts
  • Real‑time stock, ETF, and mutual fund quotes
  • Automatic portfolio valuation
  • Performance tracking for each individual investment
  • Historical charts and long‑term performance trends
  • A clean, intuitive interface accessible from any device

This nomination underscores EquityStat’s mission to make investment tracking simple, accurate, and accessible for all investors.

Click here to read the full article.

 

New Feature – Cash Transactions

Posted on | by equitystat

We have recently added a new feature.   You can now add cash transactions to your portfolio.  To add a cash transaction, click the New menu and then choose the “New Cash Transaction” menuitem from the drop down menu.  In the popup dialog, add the date of the cash transaction and the amount of the transaction.

Add Cash to Your EquityStat Portfolio
Add Cash To Your Investment Portfolio

Once you have added a cash transaction, any non-reinvested dividends added to your other investments will be added to your cash.

Portfolio Analysis – New Feature

Posted on | by equitystat

How to Analyze Your Investment Portfolio in EquityStat

EquityStat has introduced a powerful Portfolio Analysis tool that helps investors evaluate performance, track holdings, and compare returns across multiple portfolios. This feature gives you a clear, data‑driven view of how your investments are performing over time.

What the Portfolio Analysis Tool Does

The Portfolio Analysis page provides a complete performance overview of your account and individual portfolios. You can quickly see:

  • Overall account performance over time
  • Portfolio‑level performance metrics
  • Investment holdings and allocation
  • Daily, quarterly, and yearly performance rankings
  • Best‑ and worst‑performing investments

This makes it easy to understand which assets are driving your returns and where adjustments may be needed.

How to Access Portfolio Analysis in EquityStat

To run a portfolio analysis:

  1. Click the Tools menu at the top navigation bar.
  2. Select Analyze Portfolio from the dropdown.
  3. The system will generate a detailed analysis of your account and portfolios.

What You’ll See on the Portfolio Analysis Page

Analyze your investment portfolio using EquityStat.
Analyze Portfolio Example

1. Account‑Level Performance Overview

If you manage multiple portfolios, the analysis begins with a full account‑wide performance summary, including:

  • A performance graph showing account growth over time
  • A breakdown of each portfolio’s performance
  • A ranked list of investment returns
  • A summary of all holdings across your account

2. Portfolio‑Specific Analysis

Click any portfolio name in the summary table to view:

  • Portfolio‑specific performance charts
  • Individual investment metrics
  • Best and lowest performers for the day, quarter, and year
  • A complete holdings list for that portfolio

If you only have one portfolio, the system automatically displays its analysis.

Key Performance Metrics Provided

The analysis includes detailed metrics such as:

  • Total return
  • Daily return
  • Quarterly return
  • Year‑to‑date return
  • Investment rankings
  • Growth charts

These insights help you understand how each investment contributes to your overall performance.

Why This Matters for Investors

Whether you’re a beginner or an experienced investor, having a clear view of your portfolio’s performance is essential. EquityStat’s Portfolio Analysis tool helps you:

  • Track long‑term investment growth
  • Identify top‑performing investment
  • Spot underperforming investments
  • Make informed decisions based on real data
  • Manage multiple portfolios with ease
  • Track dividend income across all portfolios

Yahoo Portfolio No Longer Supports Transactions

Posted on | by equitystat

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.

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

New Feature in the Portfolio Manager

Posted on | by equitystat

EquityStat Portfolio Manager Stock Performance Graph
EquityStat Portfolio Manager Stock Performance Graph

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.

2015 8949 IRS Tax Forms Released

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We just released the 2015 8949 IRS tax forms. If you have sold any stocks or mutual funds in 2015, then you can generate IRS Form 8949 to calculate your gain or loss on a stock sale. EquityStat will automatically calculate your short-term gains and losses and long-term gains and losses and generate a PDF 8949 form. You can then save or print out this form and give it to your accountant or tax preparer. To generate Form 8949 click the Tools menu and then select the Generate Form 8949 menuitem.

New and Improved Features in the EquityStat Portfolio Manager

Posted on | by equitystat

Managing investments effectively requires tools that are flexible, intuitive, and powerful enough to handle real‑world portfolios. EquityStat has introduced several enhancements to its Portfolio Manager designed to give investors more control, better insights, and a smoother overall experience. These updates make it easier to organize multiple accounts, analyze performance, and view your investment data in a clean, streamlined layout.

Whether you’re tracking stocks, mutual funds, ETFs, or retirement accounts, these new features help you stay on top of your financial picture with greater accuracy and efficiency.

Create and Manage Multiple Portfolios with Ease

One of the most significant upgrades is the ability to create multiple portfolios within your EquityStat account. This feature is ideal for investors who want to separate or categorize their holdings across different accounts or investment strategies.

Why Multiple Portfolios Matter
  • Better organization — Keep your brokerage accounts, retirement accounts, and long‑term holdings separate.
  • Clearer insights — Compare performance between strategies (e.g., growth vs. income).
  • Simplified reporting — Generate cleaner summaries for taxes, advisors, or personal tracking.

How to Create a New Portfolio

You can create a new portfolio directly from the New menu by selecting New Portfolio. Once created, each portfolio can be customized with its own set of investments, performance metrics, and display preferences.

New Performance Metrics for Deeper Investment Analysis

To help investors make more informed decisions, EquityStat has added several new performance‑focused data columns:

Newly Added Metrics

  • Quarterly Return — Track short‑term performance trends and identify momentum.
  • P/E Ratio (Price‑to‑Earnings) — Evaluate whether a stock is undervalued or overvalued.
  • Dividend Yield — Quickly see which holdings generate income and how much.

These metrics can be enabled from the Options menu under Change Columns, allowing you to tailor your dashboard to the data that matters most to you.

Maximize Your Portfolio View for Better Visibility

Large portfolios can sometimes require scrolling or navigating between panes to see all your holdings. To solve this, EquityStat now includes a Maximize Portfolio feature that expands your investment list to fill more of your screen.

What Maximize Mode Does

  • Expands the investment section to show more rows at once
  • Moves the transaction section downward for a cleaner layout
  • Reduces the need for scrolling and window adjustments

This is especially useful for investors with extensive holdings or those working on smaller screens.

To activate it, click the three‑line menu icon in the upper‑left corner of your portfolio and select Maximize. You can return to the default pane layout anytime by choosing Restore.

Why These Updates Matter for Investors

These enhancements aren’t just cosmetic — they’re designed to improve the way you interact with your financial data:

  • Faster decision‑making thanks to clearer metrics
  • More efficient navigation with customizable portfolios
  • Better organization for multi‑account investors
  • Improved user experience across devices

As the investing landscape becomes more complex, having a flexible and powerful portfolio tracker is essential. EquityStat continues to evolve its tools to support both new and experienced investors.

Have Ideas for Future Features?

EquityStat actively welcomes feedback from its users. If you have suggestions for new tools, metrics, or improvements, the team encourages you to reach out and share your ideas. User input plays a key role in shaping future updates.

Contact us and let us know.

 

 

 

 

Importing your transactions into EquityStat

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Do you have a lot of transactions that you need to import into EquityStat that you don’t want to manually enter? If so then you can use EquityStat’s import feature to import these transactions.

To import your transactions first get these transactions into a CSV (comma separated variable) file. The easiest way to generate a CSV file is to use Excel or any other spreadsheet application. With Excel you can enter your data into a spreadsheet and then save the file as a CSV file.

The CSV file must be in a certain format for you to import your transactions into your portfolio. The first line in the file must identify what each column is. The following column indentifiers are valid – Symbol, Date, TranType, Quantity, Price, Amount, Commission.

The valid values for the TranType column are Buy, Sell, Div, Rediv (Re-invested Dividend), Longcg (Long-Term Capital Gain), Shortcg (Short-Term Capital Gain), Relongcg (Re-Invest Long Term Capital Gain), Reshortcg (Re-Invest Short Term Capital Gain).

If you have a TranType value of Div then you will need an Amount column and you will not need the Quantity and Price column. If you have a TranType value of something other than a non re-invested dividend or non re-invested capital gain, you will need a Quantity and Price column. All rows must have a Symbol and Date column.

Here is a screen shot of a sample Excel file in the proper format.

Import Transactions into EquityStat's Stock Portfolio Tracker
Import transactions into EquityStat

Once you have your data entered in your spreadsheet, save it as a CSV file.

Next, login to your portfolio and  click the New menu and choose Import Transactions.  Then from the Import page, upload your CSV file from your computer.  The transactions that will be imported will then be displayed.  If everything is correct, continue the import process.

If you have any questions with how to do an import, feel free to contact our support desk by clicking the Help link from our home page.

EquityStat – Who, What and Why?

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Who is EquityStat?

EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. The old adage “necessity is the mother of invention” was the driving force behind the founding of EquityStat. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate.

Why EquityStat?

EquityStat wanted a way to track and manage all of our investments in one application from the cloud. As many investors know, your investments are scattered about many brokerages, mutual funds and retirement plans. Our goal was to create an application where investors could manage all of their investments in a single location. In addition we wanted to be able to access investments from any computer or device. Whether at home, work or at the accountant’s office, we wanted to be able to access our investment portfolio.

What is EquityStat?

  • Manage all of your Financial InvestmentsHandles all of your stock, bond, ETF and mutual fund investments from all of your brokerages
  • Track the Performance of your InvestmentsAnalyze your individual investments and your overall portfolio
  • Generate Tax ReportsSupports IRS tax reporting requirements
  • View your Investment Portfolio on all of your DevicesWeb based portfolio management tool that you can view on any computer or tablet