Kiplinger Magazine has recently named EquityStat one of five great tools for DIY investors. Kiplinger consulted with veteran investors and veteran Wall Street watchers to come up with their list of tools.
Kiplinger Magazine liked that with EquityStat you could quickly build a stock tracking portfolio. They also liked the number of performance metrics you could use to track your stocks as well as the clean interface.
Tech Times recently named EquityStat its best investment portfolio management software. They recognize EquityStat as the top choice for investors seeking effective portfolio management software, with its advanced features and user-friendly interface positioning it as a valuable tool for optimizing investment performance.
Tech Times praises EquityStat for its real-time data capabilities, performance tracking, and personalized portfolio analysis. EquityStat is also recognized for its user-friendly interface, making it suitable for investors of all experience levels.
EquityStat’s mission to empower investors through data-driven investing was a key focal point, emphasizing how the platform enables users to gain control over their investments and make smarter choices. The article also highlights the user-friendly interface, making it accessible for both seasoned investors and those new to the stock market.
The article concludes by emphasizing how EquityStat has successfully simplified the process of managing tech investments, making it an invaluable tool for tech enthusiasts, investors, and professionals alike.
We have added a new feature to our Stock Portfolio Tracker application. When you enter a new stock/investment or add a new transaction for an existing stock/investment, the price of the investment is automatically displayed in the Price field. The price that is displayed is the closing or current price for the date of the transaction. If this price is not correct, you can override the price by entering the correct price.
This feature was designed in case you don’t know the exact price you purchased or sold a stock for, the price is automatically filled in for you and you don’t have to look it up. If you do know the exact price, you can override the filled in price with the correct price.
Example of Auto Price
For example, if your purchased Apple stock on January 12, 2023 the price of $134.56 will automatically be filled in since this was the closing price on January 12th. If you purchased Apple for a lower or higher price, you can edit the price to the correct price.
This feature also comes in handy when you want to see what price a stock was trading for a past date. Just select the stock, enter the date and you will see the price for that date.
If you haven’t heard, Morningstar’s legacy stock portfolio manager is going away. If you were a previous user of Morningstar’s legacy portfolio manager and want a better alternative, consider EquityStat’s portfolio manager.
EquityStat is simple and easy to use and just works. It was developed by investors for investors.
With EquityStat’s stock portfolio manager, you can track all of your stocks accounts in one place. You can easily see the value of your entire portfolio, as well as the current gain/loss your portfolio. In addition you can see calculations for each individual investment (stock, mutual fund, ETF) such as today’s gain/loss, the percentage gain since you owned the investment, the investment’s realized gain, the stock’s annualized return and many other calculations.
EquityStat also displays all of the transactions for each investment in your portfolio. You can easily add, edit and delete any of these transactions. You can import these transactions into your portfolio by either manually entering them or importing them from a spreadsheet.
In addition you can create multiple portfolios, see performance graphs of your investments and analyze the holdings of your portfolio.
Example of EquityStat’s Portfolio Analyze Page
If you need help importing your Morningstar Legacy portfolio manager into EquityStat, contact our support staff here.
If you are a Morningstar legacy portfolio manager user and disappointed to see it go, checkout EquityStat!
We are pleased to announce that EquityStat has been named one of Dallas’ fastest growing Fintech companies. The companies on this list were selected based on their track record, executive leadership, market share and innovation.
We have recently refreshed the user interface of your EquityStat portfolio on mobile devices. The user interface now looks, feels and works like a mobile app. If you have ever used the Weather Channel App or the ESPN App on your mobile phone, EquityStat works very similar.
To view your EquityStat account on a mobile phone, open up the phone’s web browser, go to www.equitystat.com and login to your account.
Example EquityStat Account on a Mobile Phone.
You will then see a list of all your portfolios at the top. You can swipe left at the top to scroll through all of your portfolios. Tap a “portfolio box” to see the investments in each portfolio.
To see details about a specific investment, tap the symbol for the investment. To view metrics about a specific investment tap the price button. Continue tapping the button to cycle through all of the investment metrics.
To add a new investment to your portfolio, tap the plus icon.
As you know, Google Finance is discontinuing their portfolio manager. If you are looking for an alternative you can easily import your Google portfolio into EquityStat. Just follow these easy steps.
Step #1
Login to your Google Finance portfolio and click the Transactions link.
Step #2
On the Google Finance transactions page, click the Download to Spreadsheet link and save the downloaded file to your hard drive.
Step #3
Login to your EquityStat account and click the New menu at the top and choose Import Transactions from the drop down menu.
Step #4
On the import page, click the Browse button to locate the file saved in Step #2. Next, click the Import button to import the file. You will then see a summary of the transactions to be imported. Correct any errors and verify what the import will do. Click the Import Data button to import the Google Finance portfolio transactions into EquityStat.
We have recently added the ability to print your portfolio. To print your portfolio click the Tools menu and then choose Print Portfolio from the drop down menu. On the next page, choose which portfolio you want to print. You can also print all your portfolio at once. Clicking the Print button will generate a pdf file which you can then print to your printer or save to your hard drive.
We are hearing from a lot of frustrated Yahoo Finance Portfolio users. The latest changes to “improve” the portfolio manager have actually made the product worse. If you are looking for an alternative to Yahoo Finance stock portfolio, we encourage you to take a look at EquityStat’s portfolio manager.
EquityStat was founded by investors. As investors we understand what other investors are looking for in a portfolio manager. For example, one of our goals was to make EquityStat’s Portfolio manager show as much information on your screen without you having to constantly scroll around to see your data. Unlike Yahoo, EquityStat does not show ads, so this gives us more room to show more information about your investments and how they are performing.
Stock Portfolio Example
You can learn more about the similarities and differences between Yahoo Finance’s portfolio manager and EquityStat’s portfolio manager here.
In addition if there is any feature that you liked in Yahoo Finance’s portfolio manager that is missing in EquityStat, let us know. We will seriously consider adding this feature as well as any other feature you might find useful. Our goal is to keep enhancing EquityStat to give our users the features and services they want!
We have recently added the ability to view your portfolio on your mobile device. To view your portfolio on your mobile phone, launch your phone’s web browser and go to www.equitystat.com. Next, login to your EquityStat account. You will then see a scaled version of your portfolio designed to display on your mobile device.
Watch the following video to learn more about the features of the mobile portfolio manager.
