EquityStat Stock Portfolio Tracker An Alternative to Morningstar Legacy Portfolio Manager

If you haven’t heard, Morningstar’s legacy stock portfolio manager is going away. If you were a previous user of¬†Morningstar’s legacy portfolio manager and want a better alternative, consider EquityStat’s portfolio manager.

EquityStat is simple and easy to use and just works. It was developed by investors for investors.

With EquityStat’s stock portfolio manager, you can track all of your stocks accounts in one place. You can easily see the value of your entire portfolio, as well as the current gain/loss your portfolio. In addition you can see calculations for each individual investment (stock, mutual fund, ETF) such as today’s gain/loss, the percentage gain since you owned the investment, the investment’s realized gain, the stock’s annualized return and many other calculations.

EquityStat also displays all of the transactions for each investment in your portfolio. You can easily add, edit and delete any of these transactions. You can import these transactions into your portfolio by either manually entering them or importing them from a spreadsheet.

In addition you can create multiple portfolios, see performance graphs of your investments and analyze the holdings of your portfolio.

Analyze your stock portfolio
Example of EquityStat’s Portfolio Analyze Page

If you need help importing your Morningstar Legacy portfolio manager into EquityStat, contact our support staff here.

If you are a Morningstar legacy portfolio manager user and disappointed to see it go, checkout EquityStat!