Mutual Fund Tracking Software

Mutual fund tracking software allows you to monitor your mutual fund's performance. Another benefit this software offers is that it can produce capital gains reports for tax purposes. As a result, this saves you time from having to calculate capital gains.

Function

Mutual fund tracking software lets you find out how much money you have made or lost since you invested in the fund. It also lets you compare how your portfolio is performing against indices, such as the S&P 500 or Russell 2000 Index.

Features

Mutual fund tracking software will automatically look up the mutual fund share's price when you want to purchase or sell shares. This tool also keeps record of your buy and sell transactions, dividends and capital gains. Mutual fund tracking software also provides market news, research and charts.

Types

Many mutual fund companies and online brokerage firms provide mutual fund tracking software for free if you are a client. You can also find mutual fund tracking software on the Internet. Some will let you try it for free for a certain number of days. If you like the software, you can purchase it for a low price.

References

• GlobeandMail: Track Your Mutual Fund Portfolio
• Qarchive: Fund Manager--Advisor
• Personal Stock Monitor