Tech Times Names EquityStat Best Investment Portfolio Management Software

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

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 Stock Portfolio Tracker An Alternative to Morningstar Legacy Portfolio Manager

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!

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.

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.

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!

View Your Portfolio On Your Mobile Device

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 Portfolio Manager Changes

Recently, Yahoo Finance has changed their investment portfolio manager.  At one time Yahoo Finance portfolio manager was one of the best web portfolio managers. If you were a previous user of Yahoo Finance portfolio and are looking for an alternative, consider EquityStat’s portfolio manager.

EquityStat has many of the same features that the Yahoo Finance portfolio manager has. You can easily see the current value of your portfolio and individual investments based on the current stock price.  Like Yahoo, EquityStat allows you to track and manage your stocks, mutual funds and ETFs investments.

EquityStat Stock Portfolio Manager
Stock Portfolio Manager Screen Shot

There are a lot of differences between EquityStat’s and Yahoo’s portfolio manager too. Here are some of the features found in EquityStat’s portfolio manager that you won’t find in Yahoo’s portfolio manager.

  • Easily see how your portfolio is performing.
    At the top of your portfolio you can easily see your total portfolio value, the total return and the gain for the day.  You don’t have to click around to find this information, it is the first thing you see when you login to your account.
  • Create Multiple Portfolios.
    Separate your investments into multiple portfolios such as your personal portfolio and 401K.  You can track the performance of each portfolio and track your account’s overall performance.
  • A lot less scrolling.
    Our portfolio manager makes the most of your screen space.  As you expand or contract your browser window your portfolio manager does too.  No more scrolling around to see all of your portfolio’s data.
  • Performance calculations for each investment, your portfolios and the overall account.
    For each investment you can see the current market value, the overall gain of the investment, today’s gain, the annualized return and many more calculations.  These performance metrics are also available at the portfolio and account level.
  • Easily view, add, edit and delete transactions for each investment.
    All of your transactions for each investment are grouped together which you can easily view, add, edit and delete.
  • Filter out your sold investments.
    Easily show and hide your sold investments which gives you a historical view of your portfolio or a view of your currently held investments.
  • Change the columns displayed in your portfolio.
    Add and remove the columns you want to display in your portfolio.  For example, if you want to show an investment’s 52 week high or low you can easily add this data column to your portfolio.
  • Import your investments from a spreadsheet or comma separated variable file (csv file).
    If you have your investment transactions in a spreadsheet, you can easily import them into your portfolio without having to manually enter all your transactions.
  • Generate tax forms for sold investments.
    If you have sold any stocks you can generate IRS Form 8949 which your tax preparer needs to calculate your capital gain taxes.
  • Export your investment transactions for safekeeping.
    With EquityStat you can easily export your transactions to a spreadsheet file which will give you a permanent backup of your data.
  • 24 hour 7 day a week support.
    Have a question or need help? Just send an email to our support staff.
  • View on any computer or device.
    View your portfolio on your computer, tablet or mobile phone.
  • Simple with a singular focus.
    EquityStat’s goal is to provide a powerful yet simple to use portfolio manager.  Our focus is not about generating page views or driving traffic to news pages.

If you want to switch from Yahoo’s portfolio manager to EquityStat, we can help you import your data from Yahoo.  Just contact EquityStat’s support staff here and we can get you started with EquityStat.