I know in this difficult times of finances (so called recession), where market is dropping 200 – 300 points everyday no one wants to check his portfolio or earnings, I bet which would be in negative in this point of time
No worries as these are bad times there will be good times also, which will show +ve growth, that time I am sure you will want to glance the portfolio of yours. There are lots of financial sites with all of them having portfolio managers. But one that I like is the portfolio manager of moneycontrol.com.
Moment you login portfolio manager of moneycontrol, you will come to know you have come to right place. It shows you the whole snap shot of your investments and debts in single screen. Starting with the “MY NETWORTH” how much is you are today’s net worth by taking in accounts of all your investments @ different instruments minus the loans & borrowings. Then there is “MAX GAINER” and “MAX LOSER” which shows you max gainer and loser in your equity, no need to browse to list of Stocks to find who is losing more, just see here and take decision, obviously shred off
The below tabular forms give you the summary of today’s gain and Latest value across different instruments – Stocks, MF’s, Bullion etc.
Each instrument row is expandable, to give you profit / loss details of your investment. Check the equity section below. The one best improvisation provided by Money control is the classification of companies with their “SECTOR”. Sector wise info helps me to balance the investment across different sectors. Further you have each stock analysis, you ask and you will get, whatever the information you want in that company.
“Analysis” part in stocks is also quite perceptible.
Now coming to Mutual Funds, for me I can’t never ever be Warren Buffet or near to him, so investing in stocks regularly with all the amount of studies and research is bit difficult for me, my safest bet is Mutual fund – I know AMC’s eat lot of your money in the name of loads and administrative charges from your profit – which gives me less headache as of investment is concerned, but for long runs you do get profit I suppose. From recent times (few years) I religiously invest in MF via SIP. Below picture will give you total idea of you are fund.
I feel at times you should check “Compare with:”, Compare with peer or any fund in the market, you will get to know the true value (not cost
) of your fund w.r.t. market. There are other sections like ULIPs, Bullion and Fixed income, but I am not much into it so not able to gauge. You can explore and let me know
. But the “Loans” section is incredibly defined and made easier to keep track of your Karza – EMI’s, interest etc.
After this summary table there is “Opinions on your portfolio stocks”, it gives the latest news and people review / opinions on stocks which are in your portfolio. Don’t go on what people say decide on your own, but worth watching.
(I know it is not the comment you want for your stock
) Lastly I am big fan of GO Green; you need to think about environment, I am the happiest person when I see my portfolio in full GREEN
There…my 2 cents worth of experience on this amazing online portfolio tool.
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