{"id":109,"date":"2015-06-24T23:52:27","date_gmt":"2015-06-24T23:52:27","guid":{"rendered":"http:\/\/www.equitystat.com\/wordpress\/?p=109"},"modified":"2023-08-20T00:24:07","modified_gmt":"2023-08-20T00:24:07","slug":"behind-the-design","status":"publish","type":"post","link":"https:\/\/www.equitystat.com\/wordpress\/?p=109","title":{"rendered":"Behind the Design"},"content":{"rendered":"<h3>Behind the Design of EquityStat&#8217;s Portfolio Manager<\/h3>\n<p>EquityStat&#8217;s portfolio manager was built for investors by investors.\u00a0 As investors we found many portfolio managers just didn&#8217;t work how we wanted them to.\u00a0 Whether the portfolio manager was from a brokerage account, mutual fund or from a software company, many just didn&#8217;t work well.\u00a0 This was a driving force for us building <a title=\"EquityStat Portfolio Manager\" href=\"http:\/\/www.equitystat.com\/portmgr\/pages\/featurelist.aspx\" target=\"_blank\" rel=\"noopener\">EquityStat&#8217;s portfolio manager<\/a>.<\/p>\n<p>One major problem of other portfolio managers is they don&#8217;t refresh your investment prices and portfolio value automatically.\u00a0 To see your latest values, you have to manually refresh the page.<\/p>\n<p>We didn&#8217;t want our portfolio manager to behave this way.\u00a0 With our portfolio manager your prices and portfolio values are updated automatically without you having to refresh the page.\u00a0 Every 15 minutes we query the latest prices of your investments and update your portfolio.\u00a0 In the upper right hand corner, we even display the last time the quotes were updated.\u00a0 All of this happens automatically without you having to constantly refresh the page to see how your investments are performing.<\/p>\n<p>Another problem of other portfolio managers is entering transactions.\u00a0 When entering transactions the portfolio manager will post back\u00a0the transaction to the webserver and then do a page refresh with the new data. This is very cumbersome.<\/p>\n<p>EquityStat&#8217;s portfolio manager does all of the saving in the background.\u00a0 When you add or edit a transaction, the transaction is saved and updated behind the scene.\u00a0 The only thing\u00a0you see is notification at the top of the portfolio that the transaction has been saved.\u00a0 The benefit of this is less page refreshing and a more natural, less cumbersome way of\u00a0entering transactions.<\/p>\n<p>In the coming weeks, we will highlight more design features or our portfolio manager and how it benefits\u00a0our users.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Behind the Design of EquityStat&#8217;s Portfolio Manager EquityStat&#8217;s portfolio manager was built for investors by investors.\u00a0 As investors we found many portfolio managers just didn&#8217;t work how we wanted them to.\u00a0 Whether the portfolio manager was from a brokerage account, mutual fund or from a software company, many just didn&#8217;t work well.\u00a0 This was a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[5,30,7],"class_list":["post-109","post","type-post","status-publish","format-standard","hentry","category-equitystat-tips","tag-about","tag-investment-portfolio","tag-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.2 - 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