Category: EquityStat News

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 Portfolio Manager Changes — Best Alternatives and How EquityStat Compares

Posted on | by equitystat

Yahoo Finance Has Changed Its Portfolio Manager

Yahoo Finance recently updated its investment portfolio manager, 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 Portfolios

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

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

Features EquityStat Offers That Yahoo Finance 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:

  • 52‑week high
  • 52‑week low
  • Dividend yield
  • Market cap
  • Sector

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

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.