{"id":117,"date":"2015-11-05T00:06:11","date_gmt":"2015-11-05T00:06:11","guid":{"rendered":"http:\/\/www.equitystat.com\/wordpress\/?p=117"},"modified":"2026-03-25T22:07:51","modified_gmt":"2026-03-25T22:07:51","slug":"creating-multiple-portfolios-new-feature","status":"publish","type":"post","link":"https:\/\/www.equitystat.com\/wordpress\/?p=117","title":{"rendered":"Creating multiple portfolios – New Feature"},"content":{"rendered":"

We recently added a new feature to your EquityStat portfolio manager. You can now create multiple portfolios for your account. Having multiple portfolios gives you the ability to group and separate your investments. For example, you can have a portfolio for your individual stocks, a portfolio for your mutual funds and a portfolio for your 401K.<\/p>\n

To add a new portfolio click the New menu and then chose the New Portfolio menuitem from the dropdown menu.<\/p>\n

\"Create<\/a>
How to create a new portfolio in EquityStat<\/figcaption><\/figure>\n

You will then see two new tabs. A tab for your current portfolio and a tab for your new portfolio.<\/p>\n

\"Change<\/a>
How to change the portfolio name<\/figcaption><\/figure>\n

To edit the name of your portfolio click the pencil icon, which will display an edit box.<\/p>\n

\"Edit<\/a>
How to edit a portfolio name.<\/figcaption><\/figure>\n

Next type over the current portfolio name with the new portfolio name and click the Save button.<\/p>\n

\"View<\/a>
View a specific portfolio<\/figcaption><\/figure>\n

To view the investments of each portfolio click on the portfolio’s tab. From here you can also add new investments to the portfolio as well as edit investments.<\/p>\n

To view the view the performance all your entire account (all portfolios) click the Account Value box at the top.<\/p>\n

To delete a portfolio first delete all the investments in the portfolio. Once the portfolio is empty, click the ‘X’ icon in the portfolio tab.<\/p>\n","protected":false},"excerpt":{"rendered":"

We recently added a new feature to your EquityStat portfolio manager. You can now create multiple portfolios for your account. Having multiple portfolios gives you the ability to group and separate your investments. For example, you can have a portfolio for your individual stocks, a portfolio for your mutual funds and a portfolio for your […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34,2],"tags":[4,35,7],"class_list":["post-117","post","type-post","status-publish","format-standard","hentry","category-equitystat-new-feature","category-equitystat-tips","tag-equitystat","tag-new-feature","tag-tips"],"yoast_head":"\r\nCreating multiple portfolios - New Feature - EquityStat Blog<\/title>\r\n<meta name=\"description\" content=\"Learn how to create and manage multiple portfolios in EquityStat to organize investments, rename portfolios, switch views, and delete portfolios easily.\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.equitystat.com\/wordpress\/?p=117\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Creating multiple portfolios - New Feature - EquityStat Blog\" \/>\r\n<meta property=\"og:description\" content=\"Learn how to create and manage multiple portfolios in EquityStat to organize investments, rename portfolios, switch views, and delete portfolios easily.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.equitystat.com\/wordpress\/?p=117\" \/>\r\n<meta property=\"og:site_name\" content=\"EquityStat Blog\" \/>\r\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/equitystat\/\" \/>\r\n<meta property=\"article:published_time\" content=\"2015-11-05T00:06:11+00:00\" \/>\r\n<meta property=\"article:modified_time\" content=\"2026-03-25T22:07:51+00:00\" \/>\r\n<meta property=\"og:image\" content=\"http:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/11\/newport.png\" \/>\r\n<meta name=\"author\" content=\"equitystat\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:creator\" content=\"@equitystat\" \/>\r\n<meta name=\"twitter:site\" content=\"@equitystat\" \/>\r\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"equitystat\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=117\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/?p=117\",\"name\":\"Creating multiple portfolios - New Feature - EquityStat Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=117#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=117#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/11\/newport.png\",\"datePublished\":\"2015-11-05T00:06:11+00:00\",\"dateModified\":\"2026-03-25T22:07:51+00:00\",\"author\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/7997892badd307e7e260096f0f460390\"},\"description\":\"Learn how to create and manage multiple portfolios in EquityStat to organize investments, rename portfolios, switch views, and delete portfolios easily.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=117#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.equitystat.com\/wordpress\/?p=117\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=117#primaryimage\",\"url\":\"http:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/11\/newport.png\",\"contentUrl\":\"http:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/11\/newport.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=117#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.equitystat.com\/wordpress\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Creating multiple portfolios – New Feature\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#website\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/\",\"name\":\"EquityStat Blog\",\"description\":\"Manage all your investments with EquityStat\u2019s portfolio tracker. 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