Tag: news

Tech Times Names EquityStat Best Investment Portfolio Management Software

Posted on | by equitystat

Tech Times recently named EquityStat its best investment portfolio management software. They recognize EquityStat as the top choice for investors seeking effective portfolio management software, with its advanced features and user-friendly interface positioning it as a valuable tool for optimizing investment performance.

Tech Times praises EquityStat for its real-time data capabilities, performance tracking, and personalized portfolio analysis. EquityStat is also recognized for its user-friendly interface, making it suitable for investors of all experience levels.

EquityStat’s mission to empower investors through data-driven investing was a key focal point, emphasizing how the platform enables users to gain control over their investments and make smarter choices. The article also highlights the user-friendly interface, making it accessible for both seasoned investors and those new to the stock market.

The article concludes by emphasizing how EquityStat has successfully simplified the process of managing tech investments, making it an invaluable tool for tech enthusiasts, investors, and professionals alike.

You can read the entire article here.

https://www.techtimes.com/articles/294138/20230724/top-5-best-investment-portfolio-management-software-2023.htm

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.

Refresh User Interface For Mobile Phones

Posted on | by equitystat

We have recently refreshed the user interface of your EquityStat portfolio on mobile devices. The user interface now looks, feels and works like a mobile app. If you have ever used the Weather Channel App or the ESPN App on your mobile phone, EquityStat works very similar.

To view your EquityStat account on a mobile phone, open up the phone’s web browser, go to www.equitystat.com and login to your account.

EquityStat stock portfolio tracker on a mobile phone.
Example EquityStat Account on a Mobile Phone.

You will then see a list of all your portfolios at the top. You can swipe left at the top to scroll through all of your portfolios. Tap a “portfolio box” to see the investments in each portfolio.

To see details about a specific investment, tap the symbol for the investment. To view metrics about a specific investment tap the price button. Continue tapping the button to cycle through all of the investment metrics.

To add a new investment to your portfolio, tap the plus icon.

Best Stock of 2017

Posted on | by equitystat

The best S&P 500 stock of 2017 was Align Technology.  It was up 135.6%.

You can see the list of best stocks here:

https://www.benzinga.com/general/education/17/12/10968828/10-best-stocks-of-2017

How did your investments do in 2017?  What was your best stock?  If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio/account 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.

Many online brokerages and mutual funds track an individual stock or mutual fund’s performance but you cannot get the overall return of all your stocks or mutual funds.  With EquityStat not only can you get the return each investment, you can also get the return for your entire account.  This way you know how well your investments are performing at any time.

 

Google Finance Portfolios Going Away

Posted on | by equitystat

If you haven’t heard, Google Finance stock portfolio manager is being discontinued. If you were a previous user of Google Finance portfolio manager and want an alternative, consider EquityStat’s portfolio manager.

EquityStat has many of the same features that Google Finance portfolio manager has. 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.

EquiityStat Stock Portfolio Analysis
EquiityStat Stock Portfolio Analysis

If you need help importing your Google Finance portfolio into EquityStat, contact our support staff here.

If you liked Google Finance portfolio manager and are disappointed to see it go, checkout EquityStat!

Print Your Stock Portfolio

Posted on | by equitystat

We have recently added the ability to print your portfolio.  To print your portfolio click the Tools menu and then choose Print Portfolio from the drop down menu.  On the next page, choose which portfolio you want to print.  You can also print all your portfolio at once.  Clicking the Print button will generate a pdf file which you can then print to your printer or save to your hard drive.

EquityStat Print Stock Portfolio Example
EquityStat Print Stock Portfolio Example

EquityStat – An Alternative to Yahoo Finance Stock Portfolio

Posted on | by equitystat

We are hearing from a lot of frustrated Yahoo Finance Portfolio users. The latest changes to “improve” the portfolio manager have actually made the product worse. If you are looking for an alternative to Yahoo Finance stock portfolio, we encourage you to take a look at EquityStat’s portfolio manager.

EquityStat was founded by investors. As investors we understand what other investors are looking for in a portfolio manager. For example, one of our goals was to make EquityStat’s Portfolio manager show as much information on your screen without you having to constantly scroll around to see your data. Unlike Yahoo, EquityStat does not show ads, so this gives us more room to show more information about your investments and how they are performing.

EquityStat Financial Stock Portfolio
Stock Portfolio Example

You can learn more about the similarities and differences between Yahoo Finance’s portfolio manager  and EquityStat’s portfolio manager here.

In addition if there is any feature that you liked in Yahoo Finance’s portfolio manager that is missing in EquityStat, let us know. We will seriously consider adding this feature as well as any other feature you might find useful. Our goal is to keep enhancing EquityStat to give our users the features and services they want!

View Your Portfolio On Your Mobile Device

Posted on | by equitystat

We have recently added the ability to view your portfolio on your mobile device. To view your portfolio on your mobile phone, launch your phone’s web browser and go to www.equitystat.com. Next, login to your EquityStat account. You will then see a scaled version of your portfolio designed to display on your mobile device.

Watch the following video to learn more about the features of the mobile portfolio manager.

2016 8949 IRS Tax Form Released

Posted on | by equitystat

We just released the 2016 8949 IRS tax forms.  IRS Form 8949 is a form that reports your short and long term gains for any sold investments in the tax year.  You can give Form 8949 to your tax preparer which assists in preparing Schedule D on your tax return.  To generate Form 8949 click the Tools menu and choose the “Generate Form 8949” menuitem.

Print IRS Form 8949 with EquityStat's Investment Portfolio Manager
IRS Form 8949