{"id":126,"date":"2015-12-18T22:22:44","date_gmt":"2015-12-18T22:22:44","guid":{"rendered":"http:\/\/www.equitystat.com\/wordpress\/?p=126"},"modified":"2023-08-20T00:25:34","modified_gmt":"2023-08-20T00:25:34","slug":"new-features-in-the-portfolio-manager","status":"publish","type":"post","link":"https:\/\/www.equitystat.com\/wordpress\/?p=126","title":{"rendered":"New Features in the Portfolio Manager"},"content":{"rendered":"<p>We have added a few new features to the portfolio manager.<\/p>\n<h3>Portfolios<\/h3>\n<p>You can now create multiple portfolios to group your investments from multiple accounts.\u00a0 For example, you can have a portfolio for your stocks, mutual funds and 401k.\u00a0 To create a new portfolio click the New menu and then choose the New Portfolio menuitem.\u00a0 Click <a title=\"Create Portfolios\" href=\"https:\/\/www.equitystat.com\/wordpress\/?p=117\" target=\"_blank\" rel=\"noopener\">here <\/a>to learn more about portfolios.<\/p>\n<h3>New Performance Metrics\/Columns<\/h3>\n<p>We have added a few new performance metrics &#8211; Quarter Return, P\/E ratio and Dividend Yield.\u00a0 To see these columns in your portfolio click the Options menu and then choose the Change Columns menuitem.<\/p>\n<h3>Maximize Portfolio<\/h3>\n<p>There are times when all the investments in the top portion of your portfolio don&#8217;t display.\u00a0 To see all of your investments you have to scroll around.\u00a0 We have added the ability to maximize the portfolio so that we display as many investments as we can.\u00a0\u00a0 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.\u00a0 The top portion of your portfolio will be expanded and the transaction section will be moved down to accommodate the investments section.\u00a0 This just gives you a way to make the most of your screen space and display more of your investment data.\u00a0 To restore your portfolio in panes (the default setting) click the Restore menuitem from the drop down menu.<\/p>\n<p>Do you have any ideas for a new feature?\u00a0<a title=\"New Feature Request\" href=\"http:\/\/www.equitystat.com\/portmgr\/pages\/help.aspx\" target=\"_blank\" rel=\"noopener\">Contact us<\/a>\u00a0and let us know.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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.\u00a0 For example, you can have a portfolio for your stocks, mutual funds and 401k.\u00a0 To create a new portfolio click the New menu and then choose the New Portfolio menuitem.\u00a0 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34,3,2],"tags":[4,30,35,7],"class_list":["post-126","post","type-post","status-publish","format-standard","hentry","category-equitystat-new-feature","category-equitystat-news","category-equitystat-tips","tag-equitystat","tag-investment-portfolio","tag-new-feature","tag-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>New Features in the Portfolio Manager - EquityStat Blog<\/title>\r\n<meta name=\"description\" content=\"New features in EquityStat&#039;s stock portfolio tracker.\" \/>\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=126\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"New Features in the Portfolio Manager - EquityStat Blog\" \/>\r\n<meta property=\"og:description\" content=\"New features in EquityStat&#039;s stock portfolio tracker.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.equitystat.com\/wordpress\/?p=126\" \/>\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=\"2015-12-18T22:22:44+00:00\" \/>\r\n<meta property=\"article:modified_time\" content=\"2023-08-20T00:25:34+00:00\" \/>\r\n<meta property=\"og:image\" content=\"http:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/03\/portgraph.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=126\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/?p=126\",\"name\":\"New Features in the Portfolio Manager - EquityStat Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#website\"},\"datePublished\":\"2015-12-18T22:22:44+00:00\",\"dateModified\":\"2023-08-20T00:25:34+00:00\",\"author\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/7997892badd307e7e260096f0f460390\"},\"description\":\"New features in EquityStat's stock portfolio tracker.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=126#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.equitystat.com\/wordpress\/?p=126\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=126#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.equitystat.com\/wordpress\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"New Features in the Portfolio Manager\"}]},{\"@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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