top of page

How can I track my mutual fund investment?

Curious about List of Funds

How can I track my mutual fund investment?

Tracking your mutual fund investments is crucial to monitor their performance and make informed decisions. Here are several ways to track your mutual fund investments:

1. Online Account with the Fund House: Many mutual fund companies offer online account access. You can create an account on the fund house's website and log in to view your investment holdings, transaction history, and performance data. You may also be able to set up alerts and notifications for account activity.

2. Online Brokerage Account: If you purchased your mutual funds through an online brokerage account, you can log in to your brokerage account to track your investments. Brokerage platforms often provide tools and resources for monitoring your portfolio's performance.

3. Portfolio Tracking Apps: Numerous financial apps and websites offer portfolio tracking features. You can input your mutual fund holdings, and these apps will provide realtime updates on their performance. Popular apps for portfolio tracking include Mint, Personal Capital, and Yahoo Finance.

4. Email and Paper Statements: Depending on your preferences, you may receive periodic statements by email or physical mail from the mutual fund company or your brokerage. These statements typically include information about your holdings and transaction history.

5. Fund Fact Sheets: Mutual funds often publish monthly or quarterly fact sheets that provide detailed information about the fund's performance, holdings, and expenses. You can usually find these fact sheets on the fund company's website.

6. Morningstar or Similar Financial Websites: Websites like Morningstar offer free tools to track your mutual fund investments. You can search for your fund by name or ticker symbol and access performance data, risk metrics, and analyst reports.

7. Excel Spreadsheet: If you prefer to maintain a manual record, you can create an Excel spreadsheet to track your mutual fund investments. Include columns for the fund name, ticker symbol, number of shares, purchase price, and date of purchase. You can update this spreadsheet periodically with new transactions and retrieve price data from financial websites.

8. ThirdParty Portfolio Tracking Services: Some thirdparty portfolio tracking services, such as SigFig and Personal Capital, can sync with your investment accounts and provide a consolidated view of your holdings, including mutual funds.

9. Set Up Alerts: Many financial platforms allow you to set up alerts for specific events, such as when a fund's performance falls below a certain threshold or when there's a significant change in the fund's value. These alerts can help you stay informed.

10. Consult with a Financial Advisor: If you work with a financial advisor, they can provide regular updates on your investments and discuss your portfolio's performance during periodic reviews.

Remember to keep your investment records and account information secure, especially if you're accessing them online. Regularly reviewing your mutual fund investments is essential for making informed decisions, adjusting your portfolio as needed, and ensuring your investments align with your financial goals and risk tolerance.

Empower Creators, Get Early Access to Premium Content.

  • Instagram. Ankit Kumar (itsurankit)
  • X. Twitter. Ankit Kumar (itsurankit)
  • Linkedin

Create Impact By Sharing

bottom of page