Tag: new feature

Explore Your Past Portfolio Performance with EquityStat’s “View On Date” Feature

Posted on | by equitystat

Investing is not just about tracking today’s numbers—it’s about understanding your portfolio’s journey over time. That’s why EquityStat, your all-in-one stock portfolio tracker, is excited to introduce a powerful new feature: View On Date. Now, you can look back at your holdings and portfolio performance on any past date, giving you deeper insight into your investment strategy.

Introducing “View On Date”

The View On Date feature allows you to examine your portfolio exactly as it appeared on a specific past date. When you select a past date:

  • Only the investments you held on that date will be displayed.
  • Performance metrics are calculated using the closing prices from that date, giving you an accurate snapshot of your historical portfolio performance.

Whether you’re reviewing historical performance, analyzing past trades, or comparing growth over time, this tool gives you precise insight into your investment history.

How to Use “View On Date”

View your EquityStat stock portfolio on a past date.
  1. Via the Options Menu:
    • Click the Options menu at the top of your portfolio dashboard.
    • Select View On Date from the dropdown.
    • Enter the past date you want to review in the dialog box.

  2. Using the Change Date Link:
    • Underneath the “Quotes Updated” date, click Change Date to select a past date.

  3. Portfolio Analysis for Past Dates:
    • In the upper right-hand corner of your portfolio dashboard, click the View On Date link to access historical portfolio analysis.

Once you’re viewing your portfolio on a past date, a banner message at the top of the page will show the date you’re analyzing. To return to your current holdings, simply click Revert To Today.

View your EquityStat stock portfolio on a past date.

Why Investors Will Love This Feature

  • Historical Insights: Understand how your portfolio has performed over weeks, months, or even years.
  • Performance Analysis: Evaluate the impact of past decisions to refine your investment strategy.
  • Simplified Tracking: No more manual tracking or spreadsheets—see past performance directly in EquityStat.

This feature makes EquityStat not just a real-time portfolio tracker, but a historical analysis tool that empowers investors to make smarter decisions.

Start Exploring Your Portfolio History Today

With EquityStat’s View On Date feature, you have complete control over your portfolio insights—past, present, and future. Stay informed, track your progress, and make confident investment decisions all from a single platform.

New Mobile Feature – Investment Symbol Search

Posted on | by equitystat

We have recently added a new feature to the mobile device user interface. When adding a new investment to your portfolio, you can easily lookup the investment to add. In the past when you added an investment to your portfolio, you needed to know the investment symbol. Now, in the Symbol field you can start typing, which will display all symbols and investment names that matches the text as you type. With this new feature the mobile phone user interface works similar to the desktop user interface.

Lookup a symbol when adding a new investment to your EquityStat stock portfolio on a mobile device.
Example of the new symbol lookup when adding a new investment on a mobile device.

For example, as seen in the screen shot above, if you start typing “A” in the symbol field you will get a list of symbols and investments that match this text. This will make finding your investment symbol much easier.

To choose a symbol, select the line that has the investment you want to add to your portfolio.

If you don’t find your symbol listed, just type in the symbol and tab to the next field. The symbol will then be checked to make sure it is a valid symbol. If it is not a valid symbol for an investment, you will get an “Invalid Symbol” message.

New Feature – Share Your Portfolio

Posted on | by equitystat

Have you ever wanted to display what stocks you own on a webpage? Or maybe you want to show what stocks you recommend on an online investment forum?  What about sharing your stock portfolio on X, Facebook or email?

With our new Share Portfolio feature you can do all of this.  

To get started sharing your portfolio, click the Tools menu at the top and choose Share Portfolio from the drop down menu.

On the Share Portfolio page, choose the portfolio you want to share and click the Generate button. An image of your portfolio will then be generated. You can then link to this image on a website or social media post. You can also download the image and send the image in an email or also use the image file in a social media post.

For example, here is an image of a portfolio for Berkshire Hathaway’s top stocks.

If you link to an image, the image will display the most recent prices for the stocks in your portfolio. If you share the image file, the prices will be the current price when the image was generated.

You can also choose what columns to display in the image by clicking the Select Columns link and then choosing the columns you want to display.

New Feature in EquityStat’s Stock Portfolio Tracker

Posted on | by equitystat

We have added a new feature to our Stock Portfolio Tracker application. When you enter a new stock/investment or add a new transaction for an existing stock/investment, the price of the investment is automatically displayed in the Price field. The price that is displayed is the closing or current price for the date of the transaction. If this price is not correct, you can override the price by entering the correct price.

This feature was designed in case you don’t know the exact price you purchased or sold a stock for, the price is automatically filled in for you and you don’t have to look it up. If you do know the exact price, you can override the filled in price with the correct price.

EquityStat Stock Portfolio Tracker New Feature - Auto Price
Example of Auto Price

For example, if your purchased Apple stock on January 12, 2023 the price of $134.56 will automatically be filled in since this was the closing price on January 12th. If you purchased Apple for a lower or higher price, you can edit the price to the correct price.

This feature also comes in handy when you want to see what price a stock was trading for a past date. Just select the stock, enter the date and you will see the price for that date.

New Feature – Investment Symbol Search

Posted on | by equitystat

We have recently added a new feature. When adding a new investment to your portfolio, you can easily lookup the investment to add. In the past when you added an investment to your portfolio, you needed to know the investment symbol. Now, in the Symbol field you can start typing, which will display all symbols and investment names that matches the text as you type.

Lookup a symbol when adding a new investment to your EquityStat stock portfolio.
Example of the new symbol lookup when adding a new investment

For example, as seen in the screen shot above, if you start typing “APA” in the symbol field you will get a list of symbols and investments that match this text. This will make finding your investment symbol much easier.

To choose a symbol, select the line that has the investment you want to add to your portfolio.

If you don’t find your symbol listed, just type in the symbol and tab to the next field. The symbol will then be checked to make sure it is a valid symbol. If it is not a valid symbol for an investment, you will get an “Invalid Symbol” message.

EquityStat User Interface Changes

Posted on | by equitystat

In the transaction panel, we now display the date the mutual fund price was last updated. Mutual fund prices are updated after market close. When viewing the price, you don’t know if the price is from the previous day or it is the current price. So, for mutual funds we have added the date the price was updated. This way you can know if the price is the current price or the price from the previous day.

EquityStat Mutual Fund Price Date

We have also added the percent change for the price for all investments and display the price in green if the price is up and red if the price is down.

Also, you can click on the name of the investment to view additional information about the investment on MSN Money.

Feature Highlight – Compare Your Investment Performance to the Dow Jones, the Nasdaq or the S&P 500 Index

Posted on | by equitystat

If you want to see how your investment performance is doing compared to an index, you can easily add an index to your investment’s performance graph.

To do this, select the index you want to compare, by clicking on the Indexes drop down menu link in the upper left hand corner of the performance graph.

Compare Stock Performance to Indexes
Compare Investment Performance to Indexes

When you click on the Indexes drop down menu link, you can choose from a list of indexes.

Choose to compare your stock's performance to the Dow Jones index, the Nasdaq index or the S&P 500 index
Choose to compare your stock’s performance to the Dow Jones index, the Nasdaq index or the S&P 500 index

Choose the Dow Jones index, the Nasdaq index or the S&P 500 index. You can choose one index or multiple indexes. When you choose an index, you will see a checkbox next to the index.

Once an index is chosen, you will see the index in your performance graph and how it compares to your investment’s performance.

To remove an index, click on the Indexes drop down link and select the index again. This will remove the checkbox from the index menu item and remove the index from your performance graph.

You can also compare your account/portfolio performance to an index. To do this, go to the Portfolio Analysis page by choosing the Tools menu at the top and selecting Analyze Portfolio from the drop down menu. From the Portfolio Analysis page, click the Indexes link above the performance graph and choose the index or indexes you want to compare.

Choose to compare your account/portfolio performance to the Dow Jones index, the Nasdaq index or the S&P 500 index
Choose to compare your account/portfolio performance to the Dow Jones index, the Nasdaq index or the S&P 500 index

New Feature – Cash Transactions

Posted on | by equitystat

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.

Portfolio Analysis – New Feature

Posted on | by equitystat

How to Analyze Your Investment Portfolio in EquityStat

EquityStat has introduced a powerful Portfolio Analysis tool that helps investors evaluate performance, track holdings, and compare returns across multiple portfolios. This feature gives you a clear, data‑driven view of how your investments are performing over time.

What the Portfolio Analysis Tool Does

The Portfolio Analysis page provides a complete performance overview of your account and individual portfolios. You can quickly see:

  • Overall account performance over time
  • Portfolio‑level performance metrics
  • Investment holdings and allocation
  • Daily, quarterly, and yearly performance rankings
  • Best‑ and worst‑performing investments

This makes it easy to understand which assets are driving your returns and where adjustments may be needed.

How to Access Portfolio Analysis in EquityStat

To run a portfolio analysis:

  1. Click the Tools menu at the top navigation bar.
  2. Select Analyze Portfolio from the dropdown.
  3. The system will generate a detailed analysis of your account and portfolios.

What You’ll See on the Portfolio Analysis Page

Analyze your investment portfolio using EquityStat.
Analyze Portfolio Example

1. Account‑Level Performance Overview

If you manage multiple portfolios, the analysis begins with a full account‑wide performance summary, including:

  • A performance graph showing account growth over time
  • A breakdown of each portfolio’s performance
  • A ranked list of investment returns
  • A summary of all holdings across your account

2. Portfolio‑Specific Analysis

Click any portfolio name in the summary table to view:

  • Portfolio‑specific performance charts
  • Individual investment metrics
  • Best and lowest performers for the day, quarter, and year
  • A complete holdings list for that portfolio

If you only have one portfolio, the system automatically displays its analysis.

Key Performance Metrics Provided

The analysis includes detailed metrics such as:

  • Total return
  • Daily return
  • Quarterly return
  • Year‑to‑date return
  • Investment rankings
  • Growth charts

These insights help you understand how each investment contributes to your overall performance.

Why This Matters for Investors

Whether you’re a beginner or an experienced investor, having a clear view of your portfolio’s performance is essential. EquityStat’s Portfolio Analysis tool helps you:

  • Track long‑term investment growth
  • Identify top‑performing investment
  • Spot underperforming investments
  • Make informed decisions based on real data
  • Manage multiple portfolios with ease
  • Track dividend income across all portfolios

New Features in the Portfolio Manager

Posted on | by equitystat

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

Portfolios

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.