Category: EquityStat News

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 2024 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.

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

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 — and it’s one of the best replacements available today.

Why EquityStat Is the Ideal Morningstar Alternative

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

Key Benefits

  • Track all your investment accounts in one place
  • View real‑time portfolio value and gain/loss
  • Analyze individual stocks, ETFs, and mutual funds
  • See today’s gain/loss, lifetime return, realized gains, and annualized return
  • Review every transaction for each investment
  • Import transactions manually or via spreadsheet
  • Create multiple portfolios for better organization
  • View performance graphs and analyze holdings

What You Can Track With EquityStat

EquityStat provides detailed analytics for each investment, including:

  • Daily gain/loss
  • Percentage return since purchase
  • Realized gains
  • Annualized return
  • Transaction history
  • Portfolio‑level and account‑level 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
  • 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.

  • Import your transactions manually
  • Or upload them using a spreadsheet
  • Need help? Contact EquityStat support for assistance

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 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.