Tag: equitystat

‘Tis the Season For Dividends and Capital Gains

Posted on | by equitystat

As year-end dividends and capital gains distributions arrive, you can easily track them using EquityStat’s portfolio manager.

With EquityStat’s powerful stock portfolio manager, handling these critical financial events across all your brokerage accounts is seamless and intuitive.

How to Record Distributions

Add dividend, short-term capital gains and long-term capital gains to your EquityStat stock portfolio.
Transaction Panel Example

1. Select the investment from your portfolio list.
2. In the Transaction panel, click the Add button
3. Use the Activity dropdown to select the distribution type:
a. Cash Payments – Select Dividend, Short-Term Capital Gain, or Long-Term Capital Gain
b. Reinvestements – Select the “Re-Invested” version of these options if the funds were used to purchase more shares.
4. Enter the distribution details and click Add.

Add dividend, short-term capital gains and long-term capital gains to your EquityStat stock portfolio.
Example of entering a short-term capital gain.

How to View Your Dividend Totals
Knowledge is power. EquityStat helps you get a complete picture of dividends:

  • Customize Your View: Instantly see the Total Dividends (including capital gains) paid by each investment. Simply access the Options menu at the top and select Change Columns to add this key metric to your main portfolio display.
  • Analyze Your Entire Account: Get big-picture insights on your total income over time. The Analyze Portfolio page, found under the Tools menu, provides comprehensive, graphical performance metrics for your entire account or specific portfolios, helping you make better-informed decisions.

EquityStat Named a Top Tool for DIY Investors by Kiplinger Magazine

Posted on | by equitystat

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 Recognizes EquityStat as the Best Investment Portfolio Management Software

Posted on | by equitystat

In its annual review of financial technology tools, Tech Times named EquityStat the Best Investment Portfolio Management Software. This recognition highlights EquityStat’s growing influence in the fintech space and its commitment to helping investors make smarter, data‑driven decisions. As more individuals seek reliable tools to track and optimize their investments, EquityStat continues to stand out as a trusted platform for both new and experienced investors.

A Modern Solution for Today’s Investors
The investment landscape has changed dramatically over the past decade. With market volatility, rapid economic shifts, and an increasing number of retail investors entering the market, the need for accurate, real‑time portfolio tracking has never been greater. EquityStat addresses these challenges by offering a streamlined, intuitive platform that gives investors the insights they need to stay ahead.

Tech Times highlighted several reasons why EquityStat earned the top ranking:

Clean, user‑friendly interface Whether you’re a beginner or a seasoned investor, EquityStat makes portfolio management simple and accessible.

Real‑time market and portfolio data Investors can monitor performance instantly, allowing them to react quickly to market changes.

Advanced performance analytics EquityStat provides detailed metrics, trend analysis, and historical comparisons that help users understand how their investments are performing over time.

Personalized portfolio insights The platform adapts to each user’s investment style, risk tolerance, and long‑term goals.

Designed for Investors at Every Level

One of the reasons EquityStat has gained such a strong following is its ability to serve a wide range of investors. Beginners appreciate the platform’s simplicity and educational value, while experienced investors rely on its precision and analytical depth.

EquityStat is especially valuable for:

  • Long‑term investors tracking retirement portfolios
  • Active traders monitoring daily performance
  • Tech‑sector investors who need fast, accurate data
  • Individuals managing multiple brokerage accounts
  • Anyone seeking a clearer picture of their financial progress

By consolidating data and providing actionable insights, EquityStat helps users make informed decisions that support long‑term financial growth.

Why Tech Times’ Recognition Matters

Tech Times is known for its in‑depth reviews of technology products and software solutions. Its annual rankings influence consumer decisions and highlight the tools that deliver real value. Being named the best investment portfolio management software places EquityStat among the most trusted and innovative platforms in the fintech industry.

This recognition also reinforces EquityStat’s mission: to empower everyday investors with the same level of insight and clarity that professional analysts rely on.

You can read the entire article here.

https://www.techtimes.com/articles/294138/20230724/top-5-best-investment-portfolio-management-software-2023.htm

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.

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.

New Feature in the Portfolio Manager

Posted on | by equitystat

EquityStat Portfolio Manager Stock Performance Graph
EquityStat Portfolio Manager Stock Performance Graph

We have recently added a performance graph in the portfolio manager. For each investment in your portfolio you can see how that investment has performed over time. To see the investment graph, just click on an individual investment and the graph will display at the bottom right next to your list of transactions for the investment.

Best and Worst Stocks of 2015

Posted on | by equitystat

According to the Wall Street Journal the best stock of 2015 was Netflix.  It was up 134%.  The worst stock of 2015 was Chesapeake Energy.  It was down 77%.

You can see the list of best stocks here:

http://blogs.wsj.com/briefly/2015/12/31/5-best-performers-in-the-sp-500-in-2015/

You can see the list of worst stocks here:

http://blogs.wsj.com/briefly/2015/12/31/5-worst-performers-in-the-sp-500-we-only-counted-energy-stocks-once/

How did your investments do in 2015?  What was your best stock?  What was your worst? If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio as well as the performance of each individual investment.  EquityStat tracks the annualized return, year to date return, daily gain, overall gain and many other metrics of your investments.  With these metrics you can easily determine what are your best investments and what are your worst investments.

New Features in the Portfolio Manager

Posted on | by equitystat

We have added a few new features to the portfolio manager.

Portfolios

You can now create multiple portfolios to group your investments from multiple accounts.  For example, you can have a portfolio for your stocks, mutual funds and 401k.  To create a new portfolio click the New menu and then choose the New Portfolio menuitem.  Click here to learn more about portfolios.

New Performance Metrics/Columns

We have added a few new performance metrics – Quarter Return, P/E ratio and Dividend Yield.  To see these columns in your portfolio click the Options menu and then choose the Change Columns menuitem.

Maximize Portfolio

There are times when all the investments in the top portion of your portfolio don’t display.  To see all of your investments you have to scroll around.  We have added the ability to maximize the portfolio so that we display as many investments as we can.   To maximize your portfolio click the three line graphic in the upper left hand corner of your portfolio and choose Maximize from the drop down menu.  The top portion of your portfolio will be expanded and the transaction section will be moved down to accommodate the investments section.  This just gives you a way to make the most of your screen space and display more of your investment data.  To restore your portfolio in panes (the default setting) click the Restore menuitem from the drop down menu.

Do you have any ideas for a new feature? Contact us and let us know.

 

 

 

 

Creating multiple portfolios – New Feature

Posted on | by equitystat

We recently added a new feature to your EquityStat portfolio manager. You can now create multiple portfolios for your account. Having multiple portfolios gives you the ability to group and separate your investments. For example, you can have a portfolio for your individual stocks, a portfolio for your mutual funds and a portfolio for your 401K.

To add a new portfolio click the New menu and then chose the New Portfolio menuitem from the dropdown menu.

Create a New EquityStat Portfolio
How to create a new portfolio in EquityStat

You will then see two new tabs. A tab for your current portfolio and a tab for your new portfolio.

Change Portfolio Name EquityStat
How to change the portfolio name

To edit the name of your portfolio click the pencil icon, which will display an edit box.

Edit Portfolio Name
How to edit a portfolio name.

Next type over the current portfolio name with the new portfolio name and click the Save button.

View portfolio investments
View a specific portfolio

To view the investments of each portfolio click on the portfolio’s tab. From here you can also add new investments to the portfolio as well as edit investments.

To view the view the performance all your entire account (all portfolios) click the Account Value box at the top.

To delete a portfolio first delete all the investments in the portfolio. Once the portfolio is empty, click the ‘X’ icon in the portfolio tab.

Changing Columns in Your Portfolio

Posted on | by equitystat

By default we display a pre-configured set of columns for your portfolio.  If you desire you can easily change the columns that are displayed in your portfolio.  To do this click the Options link at the top of your portfolio and choose the Change Columns menuitem.

Change Performance Metrics in EquityStat's Investment Portfolio Manager
Change Columns In Your Portfolio

Clicking the Change Columns menuitem will display a list of columns that are available and a list of columns your are currently using.  You can add and remove columns as well as change the order of your columns.  If you want a description of a column, just click on the column in either of the lists.

When you are finished change your columns, click the Change button to save your changes and get back to your portfolio.