Archive for the Category tracking

 
 

Investment tracking tools online

Investment tracking tools online cover:
• Electronic alert tools;
• Watch lists for the investor online;
• Analysis of the portfolios; and
• Tax management analysis.

Online services

There are many services which offer online  financial management,   but  these can be risky as there is a possibility that personal financial data may be hacked.   These services can be used to track mutual fund NAVs , fixed deposits and share prices, updating this data can be cumbersome if you have a diversified portfolio.

Investment manager

Many mutual funds assign a person to handle your account, if you are high Net worth Individual. However there is always a risk that the data will be misused.

For example if a  particular media group is hounding you, they can contact the person you are interacting with at a mutual fund and  find out about your investments.
So you should always check and ensure that your data remains confidential.

Tracking investments

Tracking investments