How do you keep daily tabs on your stocks & mutual funds?
This post features four simple ways to keep day-to-day tabs on your stocks and mutual funds. If you know of others, please feel free to add a comment.
I. Yahoos Recent Quotes: Yahoo allows you to track your 10 most recent stock / fund quotes.
Steps...
1. Go to http://finance.yahoo.com
2. Enter stock / fund symbol in the Enter Symbols box (top and center of screen)
3. Next time you open or refresh the page, your 10 most recent quotes will automatically appear (right-hand column down a few inches)
4. Click on the fund's symbol to access a variety of data
5. Remember to bookmark the page
II. Googles Customized News Page: Google allows you customize your own news page to display topics of interest based on chosen keywords like company name and / or symbol.
Steps...
1. Go to http://news.google.com
2. Click Edit this customized page (top and right of screen)
3. Click Add a custom section (bottom and left of box)
4. Enter desired keywords (company name and / or symbol)
5. Click Add section
6. You can now drag topics to rearrange page layout
7. Click Save layout (bottom and center of box)
8. Click "Close" (top and right of box)
9. Remember to bookmark the page
III. Morningstars Portfolio Tracker: Of the sites covered in this post, Morningstar is by far the most sophisticated and feature laden. Personally I save this site for when I need to do in-depth research on a fund, and stick with Yahoo and Google to keep an eye on whats going on for the day. Morningstar's Portfolio Service is free but you will need to register your e-mail address.
Because of the wide variety of available options, instructions below are limited to how you get started.
Steps...
1. Go to http://www.morningstar.com
2. Click on the Portfolio tab (top and left of screen)
3. You will then be instructed to register
4. Morningstar provides prompts that will guide you from there
5. Remember to bookmark the page
IV. Morningstars E-mail Alerts: Once logged onto Morningstar you can opt-in to e-mail updates for a variety of investment topics. From the Portfolio Tracker discussed above, you can also request e-mail updates for your stocks and mutual funds.
Do you know of other ways to track stocks / funds? If so, please click comments below and share the wealth!
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As most of my investments are in Fidelity accounts, I use Fidelity.com "positions" page to see how I stand, and set the default view to "cost" to see how my investments are performing since purchasing them.
To track the prices of individual stocks, I use the stock tracker in My Yahoo, and also set alerts in AOL instant messenger to tell me when a stock goes above or below a threshhold I set.
I don't keep track of my mutual funds on a daily basis. And since we do pretty much all of our investing through Vanguard, I just log in to their website to see what's happening.
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http://www.fivecentnickel.com/
I tend to use http://finance.yahoo.com to get realtime quotes throughout the day.
Does anyone know a realtime quote system that is available via RSS?
I use a couple of web sites to track my investments.
My home page is My Yahoo which lists out my individual investments. I also use Fidelity (my 401k and my IRAs are there). It has a nice link called My Views which allows you to track all of your investments (not just Fidelity) and also your expenses (mortgage, and credit cards) My favorite however is Quicken.com. It syncs up with your Quicken.
W
You should all try MSN Money's Portfolio Manager. It is much superior than the Yahoo, Fidelity and Morningstar combined. (I tried all three before.)
Ignore daily stock market quotations, monitor your portfolio once a quarter and you'll be better off. Saves time and aggravation.
