EquityStat Feature List
EquityStat's portfolio manager features.
Portfolio Features
- Manage all of your financial investments.
- Up to the minute stock, mutual fund and ETF quotes.
- Instantly see the value of your portfolio based on current investment prices.
- Create multiple portfolios to separate your investments (e.g. Stocks, Mutual Funds, 401k).
- Track the performance of your investments.
- Track your investment's gain, quarterly return, year-to-date return and annualized return.
- Track your dividends for each investment, portfolio and for the entire account.
- Easily view all transactions for an investment.
- For each investment enter and track buys, sells, dividends and much more.
- Validation provided for all investments added to the portfolio.
Portfolio Analysis
- Summary performance graphs and performance metrics for your account.
- Analyze your account portfolio holdings graphically.
- Performance charts for your best and lowest investments for the day, year and quarter.
- Easily drill down into each portfolio for performance analysis.
- Analyze dividends graphically.
Display
- View your portfolio on all your devices, computers, tablets and smartphones.
- Simple yet powerful interface.
- Responsive design that adapts to your tablet, smartphone or desktop screen size.
- Pick and choose the data and calculation columns for your portfolio.
- Change the column order for your portfolio
- Sort your investments by name, value, return and gain.
- Sort your tranactions by date, transaction type and amount.
Tax Reporting
- Generate IRS Form 8949.
- Calculate your cost basis, gains and loses for the IRS.
Tools
- Import your investment transactions from a spreadsheet.
- Export your transactions to a spreadsheet for safe backup.
Help
- 24/7/365 real-human support.
- Tutorials and tips on our blog