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
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.