Managing Investments
Hi
I currently use TD Waterhouse for all my investment needs. However I am not impressed with the Portfolio Management functionality that it offers.
For example, I must log in every day to find out the current value - there is not functionality to track the performance over time. I.e. How much has it gained/lost in the last 1 month. etc... basic stuff.
I have also looked into other tools like Reuters, FT, Google, Yahoo etc. However I have found that it does not capture all the prices and history of all the funds.
I am relatively new into investments into Mutual Funds. Previously I focused on individual companies.
Can you kindly provide me with some guidance on this? Am I asking too much to track the daily performance and provide some detailed information on my portfolio?
Attached is a screenshot from TD Waterhouse - I have removed some of the data - however the fund "abbreviated info" is there.
In addition, I have included the google finance attempt of managing my portfolio - as you can see some funds there is no price
Thanks
A.
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