Worst Stock of 2016

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According to the Wall Street Journal the worst S&P 500 stock of 2016 was Endo International.  It was down 73%.

You can see the list of worst stocks here:

http://blogs.wsj.com/briefly/2016/12/30/5-worst-performers-in-the-sp-500-in-2016/

How did your investments do in 2016?  What was your worst stock?  If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio/account as well as the performance of each individual investment.  EquityStat tracks the annualized return, year to date return, daily gain, overall gain and many other metrics of your investments.  With these metrics you can easily determine what are your best investments.

Many online brokerages and mutual funds track an individual stock or mutual fund’s performance but you cannot get the overall return of all your stocks or mutual funds.  With EquityStat not only can you get the return each investment, you can also get the return for your entire account.  This way you know how well your investments are performing at any time.

Best Stock of 2016

Posted on | by equitystat

According to the Wall Street Journal the best S&P 500 stock of 2016 was Nvdia.  It was up 224%.

You can see the list of best stocks here:

http://blogs.wsj.com/briefly/2016/12/30/5-best-performers-in-the-sp-500-in-2016/

How did your investments do in 2016?  What was your best stock?  If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio/account as well as the performance of each individual investment.  EquityStat tracks the annualized return, year to date return, daily gain, overall gain and many other metrics of your investments.  With these metrics you can easily determine what are your best investments.

Many online brokerages and mutual funds track an individual stock or mutual fund’s performance but you cannot get the overall return of all your stocks or mutual funds.  With EquityStat not only can you get the return each investment, you can also get the return for your entire account.  This way you know how well your investments are performing at any time.

 

 

 

New Feature – Cash Transactions

Posted on | by equitystat

We have recently added a new feature.   You can now add cash transactions to your portfolio.  To add a cash transaction, click the New menu and then choose the “New Cash Transaction” menuitem from the drop down menu.  In the popup dialog, add the date of the cash transaction and the amount of the transaction.

Add Cash to Your EquityStat Portfolio
Add Cash To Your Investment Portfolio

Once you have added a cash transaction, any non-reinvested dividends added to your other investments will be added to your cash.

How did your investments perform in 2016?

Posted on | by equitystat

How did your investments do in 2016?  What was your best stock?  What was your worst?

If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio as well as the performance of each individual investment.  EquityStat tracks the annualized return, daily gain, overall gain and many other metrics of your investments.  With these metrics you can easily determine what are your best investments and what are your worst investments.

EquityStat Financial Portfolio Analysis
Portfolio Analysis Example

In addition EquityStat provides an analysis of your account and portfolios.  With our account/portfolio analysis you can get a graphical and tableuare view of the performance of your investments.  For example, you can see the performance of your account/portfolio overtime.  Using the account/portfolio analysis you can also see which investments were your best performing investments and which investments were your least performing investments.

Portfolio Analysis – New Feature

Posted on | by equitystat

We have recently added a new feature.   You can now get an analysis of  your account and portfolios.  To perform a portfolio analysis click the Tools menu and choose Analyze Portfolio from the drop down menu.

EquityStat Investment Portfolio Analysis
Stock Portfolio Analysis Page

Our portfolio analysis feature provides you an performance overview of your account/portfolio.  You can easily see how your account/portfolio is performing over time, the holdings in your account/portfolio and performance metrics for each investment in your account/portfolio.

If you have multiple portfolios, the analysis page will first display how your entire account is performing.  You can see performance metrics for each individual portfolio and a graph showing the growth of your account over time.  In addition you can see your account’s investment holdings and a ranking of each investment return.  The analysis will also provide performance metrics on each investment.  You can see which investment is your best/lowest for the day, quarter and the year.  A list of your best investments and a list of your lowest investments is also provided.

If you want to see an analysis of each individual portfolio click on the portfolio name in the portfolio summary table.  You will then be shown an analysis for that portfolio.  You will get the same graphs and performance metrics that were provided on the account level, but for the individual portfolio.

If you only have one portfolio, by default you will be shown the analysis for your only portfolio.

5 Frequently Asked Questions About EquityStat’s Portfolio Manager

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5 Frequently Asked Questions

  1. How do I add a new investment?
    Click the New Menu and then choose New Investment from the dropdown menuitem.  A popup dialog will appear where you can add your new investment.
  2. How do I add/remove a portfolio column?
    Click the Options Menu and then choose Change Columns from the dropdown menuitem.  The Change Columns panel will appear.  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.  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.  Click the Change button to save your columns.

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

    EquityStat Stock Market Portfolio Add Transaction
    Add Transaction Directions

New Column Options

Posted on | by equitystat

We recently added two new column options to our portfolio manager.  You can now display the Ex-Dividend Date and Dividend Paid Date for each of your investments.  To display these columns in your portfolio, click the Options menu and then choose the Change Columns menuitem.  A drop down panel will then appear.  Select the column from the list of Available Columns and add it to the list of Displayed Columns.  Click the Change button and your new columns will display in the portfolio.

In addition to these two columns, we provide a whole range of other columns you can add to your portfolio.  These columns vary from information about your investment to performance metrics.  Just add/remove the columns to configure your portfolio to your specifications.

Yahoo Portfolio No Longer Supports Transactions

Posted on | by equitystat

If you haven’t heard, Yahoo’s investment portfolio manager will no longer be supporting transactions. This means that if you want to record all of your buys, sells, dividends, etc., you can no longer do so with Yahoo’s investment portfolio.  In other words, you can no longer track the history of your investments.  Without a transaction history you cannot get an accurate performance return of your investment and you can’t calculate your gains and losses for your taxes.  If you are a user of Yahoo’s portfolio manager and want an alternative, consider EquityStat’s portfolio manager.

With EquityStat you can easily add, edit and delete your investment transactions. You can also easily view your transactions for each investment.  In addition you can import these transactions into your portfolio by either manually entering them or importing them from a spreadsheet. If you want to save your transactions to your computer, you can export the transactions for each investment to a spreadsheet.

If you are looking for  portfolio manager that supports transactions, checkout EquityStat.

New Feature in the Portfolio Manager

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EquityStat Portfolio Manager Stock Performance Graph
EquityStat Portfolio Manager Stock Performance Graph

We have recently added a performance graph in the portfolio manager. For each investment in your portfolio you can see how that investment has performed over time. To see the investment graph, just click on an individual investment and the graph will display at the bottom right next to your list of transactions for the investment.

Ditch the Stock Spreadsheet

Posted on | by equitystat

Many investors keep their stock portfolios in a spreadsheet. With a spreadsheet they can keep track of their investments and also calculate some performance metrics. This is a quick and easy way to track their investment portfolio’s net-worth without having to go to the websites where their stocks or mutual funds are held. In addition a stock spreadsheet is secure where only the owner of the computer has access to the stock spreadsheet.

In spite of the convenience, there are several drawbacks to using a spreadsheet to track your investments. One drawback is how do you update the prices for each investment in your portfolio? If you manually enter the prices, this could be a daily chore that is time consuming. You could use a stock service to provide real-time stock quotes. However, implementing this in a spreadsheet is not trivial. Also, what do you do if the stock service changes their user interface or the stock service goes down?

Another drawback to stock portfolio spreadsheets is you can only view your portfolio on the computer where the spreadsheet is located. If you have the spreadsheet on a home computer, you can’t view your portfolio at work. In addition if you have multiple computers and tablets at home you can only view your spreadsheet on one computer.

EquityStat’s portfolio manager was created to alleviate the problems of a spreadsheet. With our portfolio manager you can instantly see the real-time value of your investment portfolio. There is no need to enter the daily prices and you can let us worry about interfacing with the stock quote service.

Also, with EquityStat you can view your investment portfolio on any computer or device that supports a web browser. You can view your portfolio from home or work 24 hours a day, seven days a week. In addition you can view your portfolio on a Windows or Apple computer as well as any tablets like iPads.

EquityStat’s portfolio manager also provides many performance metrics such as annualized return, year-to-date return, quarterly return and average price per share.

You can learn more about EquityStat’s features here.