Tuesday, October 15, 2013

How to monitor your Stocks and Mutual Funds

One way to monitor your investments in Stocks and Mutual Funds is to have a Bloomberg.com account. You can create watchlists and label them (Long Term, Short Term, Mutual Fund, Mobile, etc.). 

Watchlists can track gains, loses and performance over time.

Steps:


2. Complete the registration form to create your account.

3. Sign-in after your successful registration.

4. After you signed in, go to Watchlist.

5. To add your stocks or Mutual Fund, click Add Positions.

6. For example, I want to add JFC (Jollibee Food Corp). In Bloomberg, Philippine Companies have a suffix :PM, for example JFC:PM.

7. JFC is now added in you watchlist.
8. After you added your stocks, go to "Edit" then "Add New Lot".
9. Add Date, Position and Price.
10. Then, Save Changes.


Learn to Earn.

No comments:

Disclaimer

Civil Engineer's World claims no credit for any images/videos featured on this site unless otherwise noted. All visual content is a Copyright to it’s respectful owners(links). Civil Engineer's World is in no way responsible for or has control of the content of any external web links. Information on this site may contain errors or inaccuracies and Civil Engineer's World does not make warranty as to the correctness or reliability of the webs' content. If you own rights to any of the images and contents, and do not wish them to appear on this site, please contact Civil Engineer World by and they will be promptly removed.

On posts about Financial Literacy:
Any forward looking statements, market predictions, analysis written on this site should be treated with caution. The market may move in the direction different from any person's opinion. In no occasion that I am responsible to your loss based on the details you have read on this website. Investment requires due diligence, study and experience before gains can be achieved and the readers are responsible for the trades they are executing. Contents of the page may be changed without prior notice.