Tag: equitystat

EquityStat Named a Top Tool for DIY Investors by Kiplinger Magazine

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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

‘Tis the Season For Dividends and Capital Gains

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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.

Tech Times Recognizes EquityStat as the Best Investment Portfolio Management Software

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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

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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.

EquityStat Receives Nomination for Benzinga Fintech Award

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EquityStat is proud to announce that it has been nominated for a technology award in the annual Benzinga Fintech Awards, a nationally recognized program that highlights the most innovative companies shaping the future of financial technology. This nomination reflects EquityStat’s commitment to delivering a clear, unified, and accessible portfolio‑tracking experience for investors.

About Benzinga

Benzinga is one of the leading financial media and data companies in the United States. Known for its fast, actionable market news and deep coverage of fintech innovation, Benzinga reaches millions of investors, traders, and financial professionals every month. The platform is widely respected for identifying emerging technologies and spotlighting companies that are transforming how people interact with financial markets.

About the Benzinga Fintech Awards

The Benzinga Fintech Awards recognize companies that are redefining the financial services industry through technology, accessibility, and user‑focused design. The awards highlight platforms that:

  • Improve the investing experience
  • Increase financial transparency
  • Simplify complex financial tasks
  • Empower everyday investors
  • Advance innovation in fintech

A nomination places a company among the most forward‑thinking and impactful fintech innovators in the market.

Why EquityStat Was Nominated

EquityStat was nominated for its ability to solve one of the most persistent challenges facing modern investors: fragmented investment data spread across multiple accounts and institutions. The platform provides a unified, real‑time portfolio‑tracking solution that allows users to view all their holdings in one place.

Key capabilities highlighted in the nomination include:

  • A single dashboard for all investment accounts
  • Real‑time stock, ETF, and mutual fund quotes
  • Automatic portfolio valuation
  • Performance tracking for each individual investment
  • Historical charts and long‑term performance trends
  • A clean, intuitive interface accessible from any device

This nomination underscores EquityStat’s mission to make investment tracking simple, accurate, and accessible for all investors.

Click here to read the full article.

 

New Feature – Cash Transactions

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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

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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

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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 and Improved Features in the EquityStat Portfolio Manager

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Managing investments effectively requires tools that are flexible, intuitive, and powerful enough to handle real‑world portfolios. EquityStat has introduced several enhancements to its Portfolio Manager designed to give investors more control, better insights, and a smoother overall experience. These updates make it easier to organize multiple accounts, analyze performance, and view your investment data in a clean, streamlined layout.

Whether you’re tracking stocks, mutual funds, ETFs, or retirement accounts, these new features help you stay on top of your financial picture with greater accuracy and efficiency.

Create and Manage Multiple Portfolios with Ease

One of the most significant upgrades is the ability to create multiple portfolios within your EquityStat account. This feature is ideal for investors who want to separate or categorize their holdings across different accounts or investment strategies.

Why Multiple Portfolios Matter
  • Better organization — Keep your brokerage accounts, retirement accounts, and long‑term holdings separate.
  • Clearer insights — Compare performance between strategies (e.g., growth vs. income).
  • Simplified reporting — Generate cleaner summaries for taxes, advisors, or personal tracking.

How to Create a New Portfolio

You can create a new portfolio directly from the New menu by selecting New Portfolio. Once created, each portfolio can be customized with its own set of investments, performance metrics, and display preferences.

New Performance Metrics for Deeper Investment Analysis

To help investors make more informed decisions, EquityStat has added several new performance‑focused data columns:

Newly Added Metrics

  • Quarterly Return — Track short‑term performance trends and identify momentum.
  • P/E Ratio (Price‑to‑Earnings) — Evaluate whether a stock is undervalued or overvalued.
  • Dividend Yield — Quickly see which holdings generate income and how much.

These metrics can be enabled from the Options menu under Change Columns, allowing you to tailor your dashboard to the data that matters most to you.

Maximize Your Portfolio View for Better Visibility

Large portfolios can sometimes require scrolling or navigating between panes to see all your holdings. To solve this, EquityStat now includes a Maximize Portfolio feature that expands your investment list to fill more of your screen.

What Maximize Mode Does

  • Expands the investment section to show more rows at once
  • Moves the transaction section downward for a cleaner layout
  • Reduces the need for scrolling and window adjustments

This is especially useful for investors with extensive holdings or those working on smaller screens.

To activate it, click the three‑line menu icon in the upper‑left corner of your portfolio and select Maximize. You can return to the default pane layout anytime by choosing Restore.

Why These Updates Matter for Investors

These enhancements aren’t just cosmetic — they’re designed to improve the way you interact with your financial data:

  • Faster decision‑making thanks to clearer metrics
  • More efficient navigation with customizable portfolios
  • Better organization for multi‑account investors
  • Improved user experience across devices

As the investing landscape becomes more complex, having a flexible and powerful portfolio tracker is essential. EquityStat continues to evolve its tools to support both new and experienced investors.

Have Ideas for Future Features?

EquityStat actively welcomes feedback from its users. If you have suggestions for new tools, metrics, or improvements, the team encourages you to reach out and share your ideas. User input plays a key role in shaping future updates.

Contact us and let us know.

 

 

 

 

Creating multiple portfolios – New Feature

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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

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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.

How did your investments do in 2014?

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According to the Wall Street Journal the best stock of 2014 was Southwest Airlines (LUV).  It was up 123%.  The worst stock of 2014 was Transocean (RIG).  It was down 62%.

You can see the list of best stocks here:

http://blogs.wsj.com/briefly/2014/12/31/5-best-stocks-of-2014/

You can see the list of worst stocks here:

http://blogs.wsj.com/briefly/2014/12/31/5-worst-stocks-of-2014/

How did your investments do in 2014?  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, 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.

Why Mutual Fund Investors Need a Portfolio Manager

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If you own mutual funds why do you need a portfolio manager?  Why can’t you just use the tools your mutual fund provides?

Transaction History

Many mutual funds do not provide all of your transaction history.  They may provide up to 3 years of history but if you have owned your mutual fund longer than this, you do not have access to every transaction you have made.

Why is transaction history important?  One, you need a complete transaction history for tax purposes if you sell shares in your mutual fund.  Whenever you sell shares in a mutual fund you need to report to the IRS you gain or loss from to the sale.  Without a complete transaction history you cannot accurately report the gain or loss, which may effect your taxes.

You also want a complete transaction history so that you can track your mutual fund’s performance over the history of the investment, not just over a limited time.

Performance Evaluation

Many mutual funds will provide you the yearly return of the mutual fund but this may not be the return your investment has made.  For example, say you own the hypothetical mutual fund XRXRXR.  Let’s say XRXRXR price on January 1 is $100 a share and on December 31 it is $110 a share.  The mutual fund will report their yearly gain as 10%.  However, this does not take into account when you bought your shares.  Let’s say that on July 1 you buy shares at $90 a share.  Based on a closing price of $110/share, your gain is 22% and not 10%.  Or, let’s say you bought your shares at $120 a share.  Based on a closing price of $110/share, your loss is 8% and not a 10% gain.  If you rely on your mutual fund’s performance return it could be less or more than what you are actually earning.

EquityStat

With EquityStat you can view the complete history of your transactions.  In addition EquityStat gives you the ability to generate IRS form 8949 which will calculate any gains or losses on the sale of your mutual fund shares.

EquityStat will also calculate the annualized return on all of your investments.  This calculation is based on when you purchased and sold your shares, not what the mutual fund reports their return is.

EquityStat – Who, What and Why?

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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