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EquityStat Launches ‘View On Date’ Feature to Track Historical Portfolio Performance

August 26, 2026 at 09:00 AM EDT

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.

EquityStat Launches ‘View On Date’ Feature to Track Historical Portfolio Performance

EquityStat stock portfolio dashboard showing total portfolio value, gain and loss for each holding, a transaction history panel, and a performance graph over time

EquityStat, a top stock portfolio tracker for stocks, ETFs, and mutual funds, has launched 'View On Date', a new feature that shows investors exactly what they held and how their portfolio performed on any past date, using that day's actual closing prices.

DALLAS, TEXAS - August 26, 2026 - EquityStat, a top stock portfolio tracker used by individual investors to manage stocks, ETFs, and mutual funds in one place, today announced the launch of View On Date, a new feature that lets users look back at their portfolio exactly as it appeared on any date in the past.

With View On Date, an investor can select a past date and see only the investments they actually held at that time, with performance figures calculated using the closing prices from that same date. The result is an accurate snapshot of a portfolio's history, not just its present.

View On Date is available directly from the portfolio dashboard, where investors can choose any past date to review and return to their current view with a single click.

"Investing is not just about where your portfolio stands today. It is about understanding how it got there," said Karl Swierenga, Founder at EquityStat. "View On Date gives our users a way to look back at their own history with the same accuracy and detail they already expect from EquityStat for their current holdings."

For investors, the feature offers a few clear benefits. It provides historical insight into how a portfolio has performed over weeks, months, or years. It supports better decision making, since investors can evaluate the outcome of past trades and refine their strategy going forward. And it removes the need for manual spreadsheet tracking, since past performance is now available directly inside EquityStat.

With View On Date, EquityStat extends its role beyond a real time portfolio tracker into a historical analysis tool as well, giving investors a single platform to understand their investments in the past, present, and future.

About EquityStat

EquityStat is a top stock portfolio tracker built for individual investors. It allows users to track, manage, and analyze stocks, ETFs, mutual funds, and other investments from every brokerage account in one place, with performance metrics, dividend tracking, and tax reporting tools built in. EquityStat has been recognized by Kiplinger Magazine as a top tool for DIY investors.

More information is available at equitystat.com.

Media Contact
Company Name: Equitystat
Contact Person: Karl Swierenga
Email: Send Email
City: Dallas
State: TX
Country: United States
Website: www.equitystat.com