Mutual Funds
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Mutual Fund Handler
know everything about your Mutual Funds
- Mutual Funds assets have the same fundamental facilities available as Public Equities (e.g. pricing)
- They are denoted as pooled asset to enable additional segmentation in your portfolio
- When you first create an Mutual Fund, 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
Syncs traditional brokerage and banking accounts with AssetView
- TypeAsset Handler
- Power SwitchOn - Permanent
- PriceFree with subscription to AssetView
- DeveloperAssetView
- PrivacyCovered by AssetView's strict privacy policy
- AssetView EditionsAll
- Version1.9
Pricing Details
- Free with a subscription to AssetView
Details
Overview
Mutual Fund 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.
Pricing
AssetView provides pricing for all US market public mutual fund assets based on a feed from a third party that is delayed typically less than 30 minutes from real-time, trading day hours pricing.
AssetView's Mutual Fund handler is everything you need to track and manage Mutual Funds
✨ Price → free with your subscription to AssetView
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