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.