mardi 3 janvier 2017

Free Mutual Fund portfolio tracker

Hi everyone,

I've built a free mutual fund portfolio tracker called SimpleMoney.

I built it to help me track my own investments because I was quite frustrated with many of the existing solutions. My tool works by finding investments from your email inbox, and putting out all the data on a dashboard.




It finds your recent transactions, calculates the performance of your portfolio, and shows you the split between debt/equity.

Recently I've been adding more intelligent features to it, such as a feature to automatically calculate the exit load applicable on redemptions.

It only works for mutual funds at the moment, but I'll be able to add more investment types in the future if enough people find it useful.

Here's where you can sign in.

Please let me know if you have any feedback, it would help me greatly in improving the software!

Thanks and best regards.
-Pranshu


Free Mutual Fund portfolio tracker

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