Welcome Guest. Please Login or Register  


You are here: Index > PERSONAL FINANCE & INVESTMENTS > Mutual Fund > Topic : How do you track your mutual funds?



Threaded Mode | Print  

 How do you track your mutual funds? (0 Replies, Read 21088 times)
Donnieclark
Group: Member
Post Group: Newbie
Posts: 10
Status:
Hi all,

I am writing to find out how most of you (if you invest in mutual funds directly), keep track of them? It has personally caused me a lot of time and trouble to do so, and I have spent a fair bit of time with spreadsheets and calculations.

In response to this problem, a friend of mine developed SimpleMoney57 which is automatic mutual fund portfolio tracker that updates all investments (historical data and purchases) from across different fund houses by taking the information from the email ID associated with the investments. For each fund, you can see the XIRR, along with benchmark comparisons, categorisation based on fund type and asset class. It also has an exit load/redemptions calculator and Capital Gains tax calculator.

Iím curious to know how a tool like this fares against what youíre already using.

Any suggestions?

Please help.
Thanks!

I didn't find the right solution from the Internet.

References: http://forum.valuepickr.com/t/how-do-you-track-your-mutual-funds /15028

Big Data Video
IP: --   

« Previous    Next »

Threaded Mode | Print  



Jump To :


Members who read this topic
Donnieclark


Users viewing this topic
1 guests, 0 users.

   


You are here: Index > PERSONAL FINANCE & INVESTMENTS > Mutual Fund > Topic : How do you track your mutual funds?


All times are GMT +5.5. The time now is May 23, 2019, 12:36 pm.

  Powered By AEF 1.0.9 © 2007-2011 Electron Inc.Queries: 13  |  Page Created In:0.056

All rights reserved and CopyRight @ 2013-2016 of tradertalk.co.in, Design & Developed by : Design My Web Domain Registered by: DomainMart Buy Dedicated Server Amber Hosting