Free Portfolio Monitoring and Management

Usually people used to have the following categories in their investments

1) Stocks

2) Mutual Funds

3) ULIPS

4) Bullions

5) Fixed Deposits


Then is it possible to monitor all these investments, SIP, their dates, NAV values, Daily returns, Overall Gains etc ?

Yes, It is possible to monitor all the investment parameters using an online portfolio management websites. Here are the links to few websites which i like,

1) http://www.moneycontrol.com/

2) http://new.valueresearchonline.com/


Just register in those websites and enter your investment details. Once you entered all the details, its super easy to monitor your investments. We can even use these websites for watching Stocks/Mutual Funds, getting alerts about present Sensex/ Nifty index up/downs etc.

We can also get the ranks, rating and comparison of Mutual funds. I use moneycontrol.com for monitoring my investments and use the Value Research Online [VRO] for keeping track of fund ratings. The VRO is considered as an independent and unbiased portfolio management website. Once we set the SIP dates in moneycontrol.com it will automatically add the investments on the investment dates. But VRO needs user interaction for adding each SIP.

Here we can also check our investment health status as a pie diagram and take a educated decission for the debt : equity exposure ratio. A rule of thumb for DEBT: EQUITY is AGE : (100 -AGE). That means when you are young you are capable of taking more risks and hence should have more exposure to Equity.

Once you approach your goals you should redeem/exit from equity and shift to debt. Its better to make this shift from equity to debt and vice versa in a Systematic Transfer Plan Approach [STP], by taking 2-3 years before your goals. Also we may need to consider debt funds only to meet short term goals, otherwise always go for 100% equity.


As a matter of caution, don't check your portfolio daily. This will give you only stress. Ideally Its better to review our portfolio only once in an year OR a maximum of twice in an year. This will help to Save Short term Tax as well as gives sufficient time to evaluate a Mutual fund or Stock.

Make use of these free online facilities and have an intelligent and successful portfolio. Happy Investing.