Behind the Design

Behind the Design of EquityStat’s Portfolio Manager

EquityStat’s portfolio manager was built for investors by investors.  As investors we found many portfolio managers just didn’t work how we wanted them to.  Whether the portfolio manager was from a brokerage account, mutual fund or from a software company, many just didn’t work well.  This was a driving force for us building EquityStat’s portfolio manager.

One major problem of other portfolio managers is they don’t refresh your investment prices and portfolio value automatically.  To see your latest values, you have to manually refresh the page.

We didn’t want our portfolio manager to behave this way.  With our portfolio manager your prices and portfolio values are updated automatically without you having to refresh the page.  Every 15 minutes we query the latest prices of your investments and update your portfolio.  In the upper right hand corner, we even display the last time the quotes were updated.  All of this happens automatically without you having to constantly refresh the page to see how your investments are performing.

Another problem of other portfolio managers is entering transactions.  When entering transactions the portfolio manager will post back the transaction to the webserver and then do a page refresh with the new data. This is very cumbersome.

EquityStat’s portfolio manager does all of the saving in the background.  When you add or edit a transaction, the transaction is saved and updated behind the scene.  The only thing you see is notification at the top of the portfolio that the transaction has been saved.  The benefit of this is less page refreshing and a more natural, less cumbersome way of entering transactions.

In the coming weeks, we will highlight more design features or our portfolio manager and how it benefits our users.


EquityStat – Who, What and Why?

Who is EquityStat?

EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. The old adage “necessity is the mother of invention” was the driving force behind the founding of EquityStat. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate.

Why EquityStat?

EquityStat wanted a way to track and manage all of our investments in one application from the cloud. As many investors know, your investments are scattered about many brokerages, mutual funds and retirement plans. Our goal was to create an application where investors could manage all of their investments in a single location. In addition we wanted to be able to access investments from any computer or device. Whether at home, work or at the accountant’s office, we wanted to be able to access our investment portfolio.

What is EquityStat?

  • Manage all of your Financial InvestmentsHandles all of your stock, bond, ETF and mutual fund investments from all of your brokerages
  • Track the Performance of your InvestmentsAnalyze your individual investments and your overall portfolio
  • Generate Tax ReportsSupports IRS tax reporting requirements
  • View your Investment Portfolio on all of your DevicesWeb based portfolio management tool that you can view on any computer or tablet