| Portfolio Monitor

Main Help Page

The Portfolio Monitor is a tool for experienced and novice investorss alike. It enables the modeling of investments and projects likely outcomes of your savings over time. It also monitors your portfolio value.

To use this tool effectively:

  1. Read the main page describing how to use the Portfolio Monitor effectively.
  2. Accept the license agreement.
  3. If desired, you can link to the account of someone who has previously granted you access.
  4. Create a profile and review all global settings.
  5. Enter your Assets, Debts, Income and Expenses.
  6. Analyze your portfolio.
  7. Periodically update your holdings (quarterly is recommended).
  8. Print analysis report to a PDF and save them for historical reference - your numbers will change daily.