Portfolio Analysis – New Feature

We have recently added a new feature.   You can now get an analysis of  your account and portfolios.  To perform a portfolio analysis click the Tools menu and choose Analyze Portfolio from the drop down menu.

EquityStat Investment Portfolio Analysis
Stock Portfolio Analysis Page

Our portfolio analysis feature provides you an performance overview of your account/portfolio.  You can easily see how your account/portfolio is performing over time, the holdings in your account/portfolio and performance metrics for each investment in your account/portfolio.

If you have multiple portfolios, the analysis page will first display how your entire account is performing.  You can see performance metrics for each individual portfolio and a graph showing the growth of your account over time.  In addition you can see your account’s investment holdings and a ranking of each investment return.  The analysis will also provide performance metrics on each investment.  You can see which investment is your best/lowest for the day, quarter and the year.  A list of your best investments and a list of your lowest investments is also provided.

If you want to see an analysis of each individual portfolio click on the portfolio name in the portfolio summary table.  You will then be shown an analysis for that portfolio.  You will get the same graphs and performance metrics that were provided on the account level, but for the individual portfolio.

If you only have one portfolio, by default you will be shown the analysis for your only portfolio.

5 Frequently Asked Questions About EquityStat’s Portfolio Manager

5 Frequently Asked Questions

  1. How do I add a new investment?
    Click the New Menu and then choose New Investment from the dropdown menuitem.  A popup dialog will appear where you can add your new investment.
  2. How do I add/remove a portfolio column?
    Click the Options Menu and then choose Change Columns from the dropdown menuitem.  The Change Columns panel will appear.  To add a column select the column from the Available Columns list and click the Add button to add it to the Displayed Columns list.  To remove a column select the column from the Displayed Columns list and click the Remove button to remove it from the Displayed Columns list.  Click the Change button to save your columns.

    EquityStat Investment Portfolio Change Performance Metric Columns
    Change Stock Portfolio Columns
  3. How do I change the order of the displayed columns?
    Click the Options menu and choose the Change Columns dropdown menuitem.  The Change Columns panel will appear.  Select the column you want to change from the Displayed Columns list.  Use the up/down arrows on the right to change the order.   When finished click the Change button to save your changes.
  4. How do I sort the portfolio by Investment name?  How do I sort any column in the portfolio?
    To sort your portfolio by investment name, click on the Name column heading.  To sort any columns, such as Market Value, click on the column heading.  Clicking on the column heading will also toggle the sort between ascending and descending order.
  5. How do I sell an investment?
    To sell an investment add a “Sell” transaction.  To add a “Sell” Transaction, first select the investment you want to sell.  Next click the Add button in the Transactions section.  A popup panel will appear.  Enter your date, choose “Sell” from the Activity dropdown and enter how many shares you sold and the price you sold them at.  Click the Add button to save your changes.

    EquityStat Stock Market Portfolio Add Transaction
    Add Transaction Directions

New Column Options

We recently added two new column options to our portfolio manager.  You can now display the Ex-Dividend Date and Dividend Paid Date for each of your investments.  To display these columns in your portfolio, click the Options menu and then choose the Change Columns menuitem.  A drop down panel will then appear.  Select the column from the list of Available Columns and add it to the list of Displayed Columns.  Click the Change button and your new columns will display in the portfolio.

In addition to these two columns, we provide a whole range of other columns you can add to your portfolio.  These columns vary from information about your investment to performance metrics.  Just add/remove the columns to configure your portfolio to your specifications.

Yahoo Portfolio No Longer Supports Transactions

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.

New Feature in the Portfolio Manager

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.

Ditch the Stock Spreadsheet

Many investors keep their stock portfolios in a spreadsheet. With a spreadsheet they can keep track of their investments and also calculate some performance metrics. This is a quick and easy way to track their investment portfolio’s net-worth without having to go to the websites where their stocks or mutual funds are held. In addition a stock spreadsheet is secure where only the owner of the computer has access to the stock spreadsheet.

In spite of the convenience, there are several drawbacks to using a spreadsheet to track your investments. One drawback is how do you update the prices for each investment in your portfolio? If you manually enter the prices, this could be a daily chore that is time consuming. You could use a stock service to provide real-time stock quotes. However, implementing this in a spreadsheet is not trivial. Also, what do you do if the stock service changes their user interface or the stock service goes down?

Another drawback to stock portfolio spreadsheets is you can only view your portfolio on the computer where the spreadsheet is located. If you have the spreadsheet on a home computer, you can’t view your portfolio at work. In addition if you have multiple computers and tablets at home you can only view your spreadsheet on one computer.

EquityStat’s portfolio manager was created to alleviate the problems of a spreadsheet. With our portfolio manager you can instantly see the real-time value of your investment portfolio. There is no need to enter the daily prices and you can let us worry about interfacing with the stock quote service.

Also, with EquityStat you can view your investment portfolio on any computer or device that supports a web browser. You can view your portfolio from home or work 24 hours a day, seven days a week. In addition you can view your portfolio on a Windows or Apple computer as well as any tablets like iPads.

EquityStat’s portfolio manager also provides many performance metrics such as annualized return, year-to-date return, quarterly return and average price per share.

You can learn more about EquityStat’s features here.

2015 8949 IRS Tax Forms Released

We just released the 2015 8949 IRS tax forms. If you have sold any stocks or mutual funds in 2015, then you can generate IRS Form 8949 to calculate your gain or loss on a stock sale. EquityStat will automatically calculate your short-term gains and losses and long-term gains and losses and generate a PDF 8949 form. You can then save or print out this form and give it to your accountant or tax preparer. To generate Form 8949 click the Tools menu and then select the Generate Form 8949 menuitem.

Investor, Stock & Personal Finance Conferences 2016

Here is a schedule of investor, stock, money and personal finance conferences for 2016.

January 18-20, 2016

Advanced Personal Financial Planning Conference – Las Vegas

February 9 – 10, 2016

Finovate Europe – London

February 10-12, 2016

Technology Tools For Today (T3) – Ft. Lauderdale

February 21-23, 2016

The Traders Expo New York

February 26, 2016

MIT Sloan Investment Conference

March 2-5, 2016

The MoneyShow Orlando

March 13-16, 2016

Mutual Funds and Investment Management Conference – Orlando

March 16-17, 2016

CFA Institute Conference: Wealth Management

March 29-30, 2016

FinDevR New York

April 28-29, 2016

Value Investor Conference – Omaha

April 25-28, 2016

FPA Retreat – Phoenix

May 9-11, 2016

The MoneyShow Las Vegas

May 10-11, 2016

Finovate Spring – San Jose

May 19-22, 2016

Better Investing National Convention – Washington DC

May 24-27, 2016

Strategic Investor Conference – Dallas

June 13-15, 2016

MorningStar Investment Conference – Chicago

August 25-27, 2016

The MoneyShow San Francisco

September 8-9, 2016

Finovate Fall – New York

September 13, 2016

Delivering Alpha – New York

September 16-17, 2016

The MoneyShow Toronto

September 21-24, 2016

FinCon – San Diego

September 22-23, 2016

The All-Stars of Options Trading

October 20-21, 2016

The MoneyShow Dallas

November 17-19, 2016

The Traders Expo Las Vegas

Best and Worst Stocks of 2015

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:


You can see the list of worst stocks here:


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

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


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.