Investing

How do you track mutual fund investment?

  • Last Updated:
  • Jun 23rd, 2022 10:22 am
Deal Fanatic
Jan 31, 2007
6371 posts
6733 upvotes
Center of Canada

How do you track mutual fund investment?

One issue I have is most platform can't track mutual fund.
I use Google Finance to track my overall portfolio
I start use "Track your Dividends" to track my deividends.

My issue is we (Me and wife) have mutual fund in Sunlife for company plan. It is Group RRSP and DCPP.
Sunlife don't have any ETF options, so is all TD Mutual fund.

Anyone have tools/platform like Google Finance that can track ETF + Mutual fund all at once place?
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Bright side of RFD: Often find good deal
Dark side of RFD: Tons of stuff that I don't need but still got them because of RFD
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2 replies
Deal Fanatic
Nov 9, 2013
5885 posts
7465 upvotes
Edmonton, AB
cheapshopper wrote: One issue I have is most platform can't track mutual fund.
I use Google Finance to track my overall portfolio
I start use "Track your Dividends" to track my deividends.

My issue is we (Me and wife) have mutual fund in Sunlife for company plan. It is Group RRSP and DCPP.
Sunlife don't have any ETF options, so is all TD Mutual fund.

Anyone have tools/platform like Google Finance that can track ETF + Mutual fund all at once place?
You would get at minimum an annual statement right? If it's a long term investment (ie RRSP and you're young) do you need to track it more frequently?
Buy right, hold tight. Keep calm and go long.

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