{"id":59,"date":"2015-02-21T23:54:13","date_gmt":"2015-02-21T23:54:13","guid":{"rendered":"http:\/\/www.equitystat.com\/wordpress\/?p=59"},"modified":"2023-08-14T01:35:29","modified_gmt":"2023-08-14T01:35:29","slug":"getting-started-equitystat-portfolio-manager","status":"publish","type":"post","link":"https:\/\/www.equitystat.com\/wordpress\/?p=59","title":{"rendered":"Getting Started with EquityStat Portfolio Manager"},"content":{"rendered":"<h4>Quick Start Guide<\/h4>\n<p>Here is a quick getting started guide for using EquityStat&#8217;s portfolio manager.<\/p>\n<figure id=\"attachment_362\" aria-describedby=\"caption-attachment-362\" style=\"width: 1452px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-362 size-full\" src=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.png\" alt=\"EquityStat Stock Portfolio Directions\" width=\"1452\" height=\"359\" srcset=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.png 1452w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport-300x74.png 300w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport-1024x253.png 1024w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport-768x190.png 768w\" sizes=\"auto, (max-width: 1452px) 100vw, 1452px\" \/><\/a><figcaption id=\"caption-attachment-362\" class=\"wp-caption-text\">Add transactions to EquityStat<\/figcaption><\/figure>\n<p>After you join EquityStat, you will be logged into your account.&nbsp; Since you have no investments in your portfolio, you will see the page above.&nbsp; From this page you can click the <strong>New Investment <\/strong>button to add a new investment to your portfolio.<\/p>\n<p>After clicking the New Investment button, you will&nbsp;be presented&nbsp;a dialog where you can enter a buy transaction for your investment.&nbsp;&nbsp;Using the dialog, enter the symbol of your investment, the date the purchase took place, the amount of shares purchased and the price for each share.&nbsp; When finished click the <strong>Save<\/strong> button.&nbsp; Once you have entered your first purchase, you can then enter other transactions such as other buys, sells and dividends.<\/p>\n<figure id=\"attachment_364\" aria-describedby=\"caption-attachment-364\" style=\"width: 1319px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/portoverview.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-364 size-full\" src=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/portoverview.png\" alt=\"Getting Start With EquityStat Portfolio Tracker\" width=\"1319\" height=\"637\" srcset=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/portoverview.png 1319w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/portoverview-300x145.png 300w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/portoverview-1024x495.png 1024w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/portoverview-768x371.png 768w\" sizes=\"auto, (max-width: 1319px) 100vw, 1319px\" \/><\/a><figcaption id=\"caption-attachment-364\" class=\"wp-caption-text\">Directions on EquityStat&#8217;s Portfolio Manager<\/figcaption><\/figure>\n<p>The image above shows a portfolio with several investments already entered.&nbsp; The top table will show all of your investments along with data about the investments.&nbsp; Below the investment table&nbsp;are the transactions for the selected investment.&nbsp; You can sort your investments and transactions by clicking on&nbsp;a column heading.&nbsp; In addition you can expand a column by putting your mouse between columns and then drag to lengthen the width of the column.&nbsp; Above the investment table is a summary of the portfolio which will show you the total portfolio value, the total dollar return, the gain\/loss for the day and the year-to-date return.<\/p>\n<figure id=\"attachment_344\" aria-describedby=\"caption-attachment-344\" style=\"width: 1279px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/06\/addtranport.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-344 size-full\" src=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/06\/addtranport.png\" alt=\"Add Transactions to EquityStat's Investment Portfolio\" width=\"1279\" height=\"538\" srcset=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/06\/addtranport.png 1279w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/06\/addtranport-300x126.png 300w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/06\/addtranport-1024x431.png 1024w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2016\/06\/addtranport-768x323.png 768w\" sizes=\"auto, (max-width: 1279px) 100vw, 1279px\" \/><\/a><figcaption id=\"caption-attachment-344\" class=\"wp-caption-text\">How to add transactions to EquityStat<\/figcaption><\/figure>\n<p>If you want to enter a new investment that is not in your portfolio, click the <strong>New<\/strong> menu and then choose the <strong>New Investment<\/strong> menuitem.&nbsp; If you want to add transactions to an existing investment, go to the transaction table below the investment table and click the <strong>Add <\/strong>button.&nbsp; A new row will then be added to the transaction table where you can add a new buy, sell, dividend transaction as well as many other transaction types.&nbsp; You can also edit an individual transaction by selecting the transaction and clicking the <strong>Edit <\/strong>button.&nbsp; If you want to remove a transaction, click the <strong>Delete<\/strong> button.<\/p>\n<figure id=\"attachment_365\" aria-describedby=\"caption-attachment-365\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/hidesoldinv.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-365 size-full\" src=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/hidesoldinv.png\" alt=\"Hide Sold Investments in EquityStat's Stock Portfolio Tracker\" width=\"1366\" height=\"561\" srcset=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/hidesoldinv.png 1366w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/hidesoldinv-300x123.png 300w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/hidesoldinv-1024x421.png 1024w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/hidesoldinv-768x315.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><figcaption id=\"caption-attachment-365\" class=\"wp-caption-text\">How to hide sold investments in your portfolio<\/figcaption><\/figure>\n<p>If you have investments in our portfolio that have been sold and you don&#8217;t want them to show, click the three line graphic at the left and choose <strong>Hide Sold Investments <\/strong>menuitem.&nbsp; This will hide any sold investments.&nbsp; To view your sold investments click the graphic again and choose <strong>View Sold Investments.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quick Start Guide Here is a quick getting started guide for using EquityStat&#8217;s portfolio manager. After you join EquityStat, you will be logged into your account.&nbsp; Since you have no investments in your portfolio, you will see the page above.&nbsp; From this page you can click the New Investment button to add a new investment [&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":[30,6,7],"class_list":["post-59","post","type-post","status-publish","format-standard","hentry","category-equitystat-tips","tag-investment-portfolio","tag-news","tag-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>Getting Started with EquityStat Portfolio Manager - EquityStat Blog<\/title>\r\n<meta name=\"description\" content=\"Here is a quick getting started guide for using EquityStat&#039;s stock portfolio manager.\" \/>\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=59\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Getting Started with EquityStat Portfolio Manager - EquityStat Blog\" \/>\r\n<meta property=\"og:description\" content=\"Here is a quick getting started guide for using EquityStat&#039;s stock portfolio manager.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.equitystat.com\/wordpress\/?p=59\" \/>\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=\"2015-02-21T23:54:13+00:00\" \/>\r\n<meta property=\"article:modified_time\" content=\"2023-08-14T01:35:29+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.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=\"3 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=59\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/?p=59\",\"name\":\"Getting Started with EquityStat Portfolio Manager - EquityStat Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=59#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=59#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.png\",\"datePublished\":\"2015-02-21T23:54:13+00:00\",\"dateModified\":\"2023-08-14T01:35:29+00:00\",\"author\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/7997892badd307e7e260096f0f460390\"},\"description\":\"Here is a quick getting started guide for using EquityStat's stock portfolio manager.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=59#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.equitystat.com\/wordpress\/?p=59\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=59#primaryimage\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.png\",\"contentUrl\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.png\",\"width\":1452,\"height\":359},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=59#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.equitystat.com\/wordpress\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Getting Started with EquityStat 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. Track stocks, ETFs, bonds, dividends and performance with clear analytics and easy\u2011to\u2011use tools.\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.equitystat.com\/wordpress\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/7997892badd307e7e260096f0f460390\",\"name\":\"equitystat\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/65096f37abd79a9ce1869146abeb3c9f?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/65096f37abd79a9ce1869146abeb3c9f?s=96&d=mm&r=g\",\"caption\":\"equitystat\"},\"url\":\"https:\/\/www.equitystat.com\/wordpress\/?author=1\"}]}<\/script>\r\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Getting Started with EquityStat Portfolio Manager - EquityStat Blog","description":"Here is a quick getting started guide for using EquityStat's stock portfolio manager.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.equitystat.com\/wordpress\/?p=59","og_locale":"en_US","og_type":"article","og_title":"Getting Started with EquityStat Portfolio Manager - EquityStat Blog","og_description":"Here is a quick getting started guide for using EquityStat's stock portfolio manager.","og_url":"https:\/\/www.equitystat.com\/wordpress\/?p=59","og_site_name":"EquityStat Blog","article_publisher":"https:\/\/www.facebook.com\/equitystat\/","article_published_time":"2015-02-21T23:54:13+00:00","article_modified_time":"2023-08-14T01:35:29+00:00","og_image":[{"url":"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.png","type":"","width":"","height":""}],"author":"equitystat","twitter_card":"summary_large_image","twitter_creator":"@equitystat","twitter_site":"@equitystat","twitter_misc":{"Written by":"equitystat","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.equitystat.com\/wordpress\/?p=59","url":"https:\/\/www.equitystat.com\/wordpress\/?p=59","name":"Getting Started with EquityStat Portfolio Manager - EquityStat Blog","isPartOf":{"@id":"https:\/\/www.equitystat.com\/wordpress\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.equitystat.com\/wordpress\/?p=59#primaryimage"},"image":{"@id":"https:\/\/www.equitystat.com\/wordpress\/?p=59#primaryimage"},"thumbnailUrl":"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.png","datePublished":"2015-02-21T23:54:13+00:00","dateModified":"2023-08-14T01:35:29+00:00","author":{"@id":"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/7997892badd307e7e260096f0f460390"},"description":"Here is a quick getting started guide for using EquityStat's stock portfolio manager.","breadcrumb":{"@id":"https:\/\/www.equitystat.com\/wordpress\/?p=59#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.equitystat.com\/wordpress\/?p=59"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.equitystat.com\/wordpress\/?p=59#primaryimage","url":"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.png","contentUrl":"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/02\/emptyport.png","width":1452,"height":359},{"@type":"BreadcrumbList","@id":"https:\/\/www.equitystat.com\/wordpress\/?p=59#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.equitystat.com\/wordpress"},{"@type":"ListItem","position":2,"name":"Getting Started with EquityStat 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. Track stocks, ETFs, bonds, dividends and performance with clear analytics and easy\u2011to\u2011use tools.","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.equitystat.com\/wordpress\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/7997892badd307e7e260096f0f460390","name":"equitystat","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/65096f37abd79a9ce1869146abeb3c9f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/65096f37abd79a9ce1869146abeb3c9f?s=96&d=mm&r=g","caption":"equitystat"},"url":"https:\/\/www.equitystat.com\/wordpress\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/www.equitystat.com\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/59","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.equitystat.com\/wordpress\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.equitystat.com\/wordpress\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.equitystat.com\/wordpress\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.equitystat.com\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=59"}],"version-history":[{"count":9,"href":"https:\/\/www.equitystat.com\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/59\/revisions"}],"predecessor-version":[{"id":466,"href":"https:\/\/www.equitystat.com\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/59\/revisions\/466"}],"wp:attachment":[{"href":"https:\/\/www.equitystat.com\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=59"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.equitystat.com\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=59"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.equitystat.com\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=59"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}