How can I add Mutual Funds to my portfolio and track their value?

I have a personal TFSA which is invested in 2 mutual funds through a private broker (not a bank). I want to be able to track the value of my investments from the time of inception until now. Currently I have to run a macro in an Excel sheet I made which pulls the information from Intuit. 

Is there a way with MINT to create an Investment account and specify the number of units I hold, and then view the value of the investment on a Value-Date graph? I would also like to add market indices for comparison. Something like this but instead of the initial $10000 it would show my initial investment:http://globaldocuments.morningstar.com/documentlibrary/document/7aafcb5d1e90474a.msdoc/original/dm_subdoc_statchart_6.gif

I know there are other platforms which can do this but I like the idea of keeping all of my finances available on one login. I also know you can manually add cash sources but when I tried that there was no option for selecting funds so the value of the investment would be static and I would need to manually update it. 

Thanks


Answer

Hello sjphilli,

I'm sorry for any inconvenience it causes, but currently the only way to track investments in Mint is if we can connect to the account through your existing online access.  There is not any way to manually track those types of accounts in Mint at this time, however I understand how it could be beneficial and I have tagged this post as a feature request so the developers can see it for future consideration.

Regards,
Jessie

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