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Mutual Fund Handler

Know everything about your Mutual Funds
    Mutual Funds assets have the same fundamental facilities available to you as Public Equities (e.g. pricing)
    They are denoted as pooled asset to enable additional segmentation in your portfolio
    When you first create a Mutual Fund asset, you are provided with a search from which you select the US market ticker symbol
    AssetView uses that ticker symbol to automatically associate relevant data such as market pricing and stock charting
    AssetView supports multiple methods of stock lotting (e.g. FIFO, LIFO)
    The default method of lotting aggregates purchases from the same day into a single lot

Vitals

Vitals

    Category
    App
    Startup
    On - Permanent
    Price
    Free with subscription to AssetView
    Author
    Assetview
    Privacy
    Covered by AssetView's strict privacy policy
    AssetView Editions
    All
    Version
    0.8.2
    Documentation

Pricing

Pricing

Free with subscription to AssetView