{"id":163,"date":"2016-06-05T01:13:15","date_gmt":"2016-06-05T01:13:15","guid":{"rendered":"http:\/\/www.equitystat.com\/wordpress\/?p=163"},"modified":"2026-03-25T22:05:43","modified_gmt":"2026-03-25T22:05:43","slug":"5frequentquestions","status":"publish","type":"post","link":"https:\/\/www.equitystat.com\/wordpress\/?p=163","title":{"rendered":"5 Frequently Asked Questions About EquityStat’s Portfolio Manager"},"content":{"rendered":"

5 Frequently Asked Questions<\/h2>\n
    \n
  1. How do I add a new investment?
    \n<\/strong>Click the New Menu and then choose New Investment from the dropdown menuitem.\u00a0 A popup dialog will appear where you can add your new investment.<\/li>\n
  2. How do I add\/remove a portfolio column?
    \n<\/strong>Click the Options Menu and then choose Change Columns from the dropdown menuitem.\u00a0 The Change Columns panel will appear.\u00a0 To add a column select the column from the Available Columns list and click the Add button to add it to the Displayed Columns list.\u00a0 To remove a column select the column from the Displayed Columns list and click the Remove button to remove it from the Displayed Columns list.\u00a0 Click the Change button to save your columns.<\/p>\n

    \"EquityStat<\/a>
    Change Stock Portfolio Columns<\/figcaption><\/figure><\/li>\n
  3. How do I change the order of the displayed columns?<\/strong>
    \nClick the Options menu and choose the Change Columns dropdown menuitem.\u00a0 The Change Columns panel will appear.\u00a0 Select the column you want to change from the Displayed Columns list.\u00a0 Use the up\/down arrows on the right to change the order.\u00a0\u00a0 When finished click the Change button to save your changes.<\/li>\n
  4. How do\u00a0I sort the portfolio by Investment name?\u00a0 How do I sort any column in the portfolio?<\/strong>
    \nTo sort your portfolio by investment name, click on the Name column heading.\u00a0 To sort any columns, such as Market Value, click on the column heading.\u00a0 Clicking on the column heading will also toggle the sort between ascending and descending order.<\/li>\n
  5. How do I sell an investment?<\/strong>
    \nTo sell an investment add a “Sell” transaction.\u00a0 To add a “Sell” Transaction, first select the investment you want to sell.\u00a0 Next click the Add button in the Transactions section.\u00a0 A popup panel will appear.\u00a0 Enter your date, choose “Sell” from the Activity dropdown and enter how many shares you sold and the price you sold them at.\u00a0 Click the Add button to save your changes.<\/p>\n

    \"EquityStat<\/a>
    Add Transaction Directions<\/figcaption><\/figure><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    5 Frequently Asked Questions How do I add a new investment? Click the New Menu and then choose New Investment from the dropdown menuitem.\u00a0 A popup dialog will appear where you can add your new investment. How do I add\/remove a portfolio column? Click the Options Menu and then choose Change Columns from the dropdown […]<\/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":[7],"class_list":["post-163","post","type-post","status-publish","format-standard","hentry","category-equitystat-tips","tag-tips"],"yoast_head":"\r\n5 Frequently Asked Questions About EquityStat's Portfolio Manager - EquityStat Blog<\/title>\r\n<meta name=\"description\" content=\"Get quick answers to common questions about using EquityStat\u2019s portfolio manager, including adding investments, customizing columns, sorting data, and adding dividends.\" \/>\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=163\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"5 Frequently Asked Questions About EquityStat's Portfolio Manager - EquityStat Blog\" \/>\r\n<meta property=\"og:description\" content=\"Get quick answers to common questions about using EquityStat\u2019s portfolio manager, including adding investments, customizing columns, sorting data, and adding dividends.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.equitystat.com\/wordpress\/?p=163\" \/>\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=\"2016-06-05T01:13:15+00:00\" \/>\r\n<meta property=\"article:modified_time\" content=\"2026-03-25T22:05:43+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/06\/changecols.gif\" \/>\r\n\t<meta property=\"og:image:width\" content=\"1281\" \/>\r\n\t<meta property=\"og:image:height\" content=\"711\" \/>\r\n\t<meta property=\"og:image:type\" content=\"image\/gif\" \/>\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=163\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/?p=163\",\"name\":\"5 Frequently Asked Questions About EquityStat's Portfolio Manager - EquityStat Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=163#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=163#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/06\/changecols.gif\",\"datePublished\":\"2016-06-05T01:13:15+00:00\",\"dateModified\":\"2026-03-25T22:05:43+00:00\",\"author\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/7997892badd307e7e260096f0f460390\"},\"description\":\"Get quick answers to common questions about using EquityStat\u2019s portfolio manager, including adding investments, customizing columns, sorting data, and adding dividends.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=163#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.equitystat.com\/wordpress\/?p=163\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=163#primaryimage\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/06\/changecols.gif\",\"contentUrl\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/06\/changecols.gif\",\"width\":1281,\"height\":711},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=163#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.equitystat.com\/wordpress\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"5 Frequently Asked Questions About EquityStat’s 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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