Looking for a simple website or tool to track my mutual fund portfolio (SOA format).
What I essentially want is that it shows each transaction as per the folio and the current CAGR return for each entry.
Kuvera doesn’t show returns on a folio basis; it only shows the current amount. It also doesn’t show returns for each transaction. Plus, Kuvera is going to be rebranded thanks to Cred, and I don’t want to use that anymore.
MF Central shows returns only at the folio level, not for each transaction.
VRO showed me positive returns when I’m actually at a loss in that folio.