Category: EquityStat News

2024 8949 IRS Tax Form Released

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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

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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

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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 Names EquityStat Best Investment Portfolio Management Software

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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

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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

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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

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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

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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.