microsoft portfolio manager Archives

MSN Portfolio Manager Discontinued

Posted on December 23, 2014 | by equitystat

If you haven’t heard, Microsoft’s investment portfolio manager from MSN Money has been discontinued. At one time MSN Money’s portfolio manager was one of the best portfolio managers out there. If you were a previous user of MSNs portfolio manager and want an alternative, consider EquityStat’s portfolio manager.

We are hearing from a lot of frustrated former MSN portfolio manager users. Many of you have lost years and years of data. If you read MSN Money’s forums, there is some discussion about users being able to get their MSN portfolio data into a spreadsheet. If Microsoft does offer to do this, we will help any user getting their data into EquityStat. Or if you already have your data in a spreadsheet, we can also help you. You can also manually enter your transactions into EquityStat too.

In addition if there is any feature that you liked in the old MSN 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!

If you have any questions, please contact us using our support page. We will answer any questions or comments you have.

Microsoft’s Portfolio Manager Discontinued

Posted on December 23, 2014 | by equitystat

If you haven’t heard, Microsoft’s investment portfolio manager from MSN Money is being discontinued. At one time MSN Money’s portfolio manager was one of the best portfolio managers out there. If you were a previous user of MSNs portfolio manager and want an alternative, consider EquityStat’s portfolio manager.

EquityStat has many of the same features that the old MSN Money’s portfolio manager has. You can read about the similarities here. If you try out EquityStat, you will find that it has many differences as well.

One of the main difference between EquityStat and Microsoft’s portfolio manager is Microsoft’s portfolio manager is written in Silverlight. Silverlight is a web browser plugin that works with Microsoft’s Internet Explorer web browser. Unfortunately, other browsers like Apple’s Safari do not support Silverlight. This means that you cannot use Microsoft’s portfolio manager on Safari. Since Safari is the web browser for iPads and iMacs, you cannot use Microsoft’s portfolio manager on Apple platforms.

In comparison, EquityStat is written in HTML. This means that EquityStat can run on any platform that supports a commercially available web browser. So, you can use EquityStat’s portfolio manager on a Windows PC, Windows tablets, Apple iMac, iPad, Android tablets, and any other computer or device that has a web browser.

If you were a previous user of Microsoft’s portfolio manager and are looking for a replacement, checkout EquityStat.

Microsoft Investment Portfolio Discontinued

Posted on December 19, 2014 | by equitystat

EquityStat has many of the same features that the old MSN Money’s portfolio manager has. You can read about the similarities here.

There are a lot of differences between EquityStat’s and Microsoft’s portfolio manager too. Here are some of the features found in EquityStat’s portfolio manager that you won’t find in Microsoft’s portfolio manager.

Easily see how your portfolio is performing.
At the top of your portfolio you can easily see your total portfolio value, the total return and the gain for the day. You don’t have to click around to find this information, it is the first thing you see when you login to your account.
Performance calculations for each investment and the overall portfolio.
For each investment you can see the current market value, the overall gain of the investment, today’s gain, the annualized return and many more calculations.
Easily view, add, edit and delete transactions for each investment.
All of your transactions for each investment are grouped together which you can easily view, add, edit and delete.
Filter out your sold investments.
Easily show and hide your sold investments which gives you a historical view of your portfolio or a view of your currently held investments.
Change the columns displayed in your portfolio.
Add and remove the columns you want to display in your portfolio. For example, if you want to show an investment’s 52 week high or low you can easily add this data column to your portfolio.
A lot less scrolling.
Our portfolio manager makes the most of your screen space. As you expand or contract your browser window your portfolio manager does too. No more scrolling around to see all of your portfolio’s data.
Import your investments from a spreadsheet or comma separated variable file (csv file).
If you have your investment transactions in a spreadsheet, you can easily import them into your portfolio without having to manually enter all your transactions.
Generate tax forms for sold investments.
If you have sold any stocks you can generate IRS Form 8949 which your tax preparer needs to calculate your capital gain taxes.
Export your investment transactions for safekeeping.
When Microsoft discontinued their portfolio manager many users were unable to access their portfolio data. With EquityStat you can easily export your transactions to a spreadsheet file which will give you a permanent backup of your data.
24 hour 7 day a week support.
Have a question or need help? Just send an email to our support staff.
View on any computer or device.
Our portfolio application is written in html not in a proprietary language that only Windows computers can utilize. This means your portfolio can be viewed on any computer or device that supports a commercially available web browser.
Simple with a singular focus.
EquityStat’s goal is to provide a powerful yet simple to use portfolio manager. Our focus is not about generating page views or driving traffic to news pages.

MSN Money Investment Portfolio Discontinued

Posted on December 15, 2014 | by equitystat

EquityStat has many of the same features that MSN Money’s portfolio manager has. 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.

MSN money is not being kind to their previous users. Since Microsoft announced the discontinuation, many users have been unable to access their previously entered data. With EquityStat you will never be put in this situation. One of our features is the ability to export each investment’s transactions to a spreadsheet. This way you have a permanent backup for safe keeping.

If you liked MSNs portfolio manager and are disappointed to see it go, checkout EquityStat!