Microsoft has officially discontinued the MSN Money Investment Portfolio Manager, leaving many long‑time users searching for a reliable replacement. The original MSN Money tool was once considered one of the best free portfolio managers available, but with its retirement, investors now need a modern solution that works across all browsers and devices.
If you previously relied on Microsoft’s portfolio manager, EquityStat offers a powerful, easy‑to‑use alternative with many of the same features — plus several important upgrades.
Why Microsoft’s Investment Portfolio Manager Was Discontinued
Microsoft’s portfolio manager was built on outdated technology that modern browsers no longer support. As a result:
- Users could no longer access their portfolios
- Data became difficult or impossible to retrieve
- Microsoft retired the tool entirely
This left many investors without a way to track their holdings or view their historical performance.
A Modern Replacement: EquityStat’s Portfolio Manager
EquityStat provides a clean, browser‑based portfolio manager designed to be simple, fast, and accessible from any device. It includes many of the same features users loved in the MSN Money tool — along with several enhancements that make portfolio tracking easier and more intuitive.
Key Features in EquityStat You Won’t Find in Microsoft’s Old Portfolio Manager
1. Instant View of Portfolio Performance
At login, you immediately see:
- Total portfolio value
- Total return
- Daily gain
No extra clicks. No searching through menus.
2. Detailed Performance Calculations
For each investment, EquityStat displays:
- Current market value
- Total gain
- Daily gain
- Annualized return
- Additional performance metrics
This gives investors a clear, accurate picture of how each position is performing.
3. Easy Transaction Management
All transactions for each investment are grouped together, allowing you to:
- View
- Add
- Edit
- Delete
…with just a few clicks.
4. Hide or Show Sold Investments
Toggle between:
- A historical view of your full portfolio
- A clean view of only your currently held investments
This makes portfolio analysis much easier.
5. Customizable Columns
You can add or remove data columns, such as:
- 52‑week high
- 52‑week low
- Additional performance metrics
This lets you tailor the portfolio view to your needs.
6. Less Scrolling, More Data
EquityStat automatically adjusts to your screen size, reducing unnecessary scrolling and making better use of available space.
7. Import From Spreadsheet or CSV
If your investment history is stored in a spreadsheet, you can import it directly — no manual re‑entry required.
8. Generate Tax Forms
For sold investments, EquityStat can generate IRS Form 8949, which tax preparers use to calculate capital gains.
9. Export Your Data Anytime
Unlike Microsoft’s discontinued tool, EquityStat lets you export your transactions to a spreadsheet for permanent backup and safekeeping.
10. Works on Any Device
Because EquityStat is built using HTML, not proprietary technology, it works on:
- Windows
- macOS
- iPad
- Android
- Any modern web browser
No plugins. No compatibility issues.
11. Simple, Focused, and User‑Driven
EquityStat is designed with a single purpose: Provide a powerful, easy‑to‑use portfolio manager without distractions or unnecessary features.
Looking for a Replacement for Microsoft’s Portfolio Manager?
If you were a user of the discontinued MSN Money portfolio manager, EquityStat offers a modern, reliable, and intuitive alternative with all the essential features — and more.