Looking for a Replacement for Morningstar’s Legacy Portfolio Manager?
Morningstar has discontinued its legacy portfolio tracker, leaving many investors searching for a reliable, easy‑to‑use alternative. EquityStat is a powerful, intuitive stock portfolio tracker built by investors for investors and it’s one of the best replacements available today.
Why EquityStat Is the Ideal Morningstar Legacy Portfolio Alternative
EquityStat offers a clean, simple interface and robust performance tracking tools designed for everyday investors and active traders.
Key Benefits
- Aggregate all your investment accounts in one place
- Track your dividends and capital gains
- View account and portfolio value and gain/loss
- Analyze individual stocks, ETFs, and mutual funds
- See today’s gain/loss, annualized return, realized gains, and return ytd
- Review every transaction for each investment
- Import transactions manually or via spreadsheet
- Create multiple portfolios for better organization
- View performance graphs and compare to stock market indexes
- View your portfolio on a previous date
What You Can Track With EquityStat
EquityStat provides detailed analytics for each investment, including:
- Daily gain/loss
- Annualized return
- Return YTD
- Realized gains
- Transaction history
- Portfolio‑level and account‑level value and performance
Portfolio Analysis Tools
EquityStat includes a powerful Portfolio Analysis page that helps you:
- Compare performance across multiple portfolios
- Identify top‑ and bottom‑performing investments
- View performance charts over time and compare to stock indexes
- Analyze holdings and allocation
This is especially useful for investors managing multiple accounts or diversified portfolios.
Importing Your Morningstar Legacy Portfolio
If you previously used Morningstar’s legacy portfolio manager, EquityStat makes it simple to transition.
- Import your transactions manually
- Or upload them using a spreadsheet
- Need help? Contact EquityStat Support for assistance
You’ll be up and running quickly with your full investment history intact.
Why Investors Choose EquityStat
- Built by investors, for investors
- Simple, intuitive interface
- Accurate performance calculations
- Fast, reliable, and easy to use
- Ideal for stock, ETF, and mutual fund tracking
- A strong alternative to Morningstar’s Legacy Portfolio manager discontinued tool
If you’re disappointed to see Morningstar’s legacy portfolio manager go, EquityStat is the perfect replacement.
If you need help importing your Morningstar Legacy portfolio manager into EquityStat, contact our support staff here.