Ease Down Your Investment & Fund Monitoring

If you are investing in mutual funds and/or in trust funds on a regular basis like I do, it is very difficult to monitor them most especially if your fund manager don’t have an online monitoring system for you to track them.

Pinoy Mutual Fund

Ang Mutual Fund ay isang “investment program” kung saan maaaring mamuhunan ang isang individual, kumpanya o organisasyon. Ito ay pinagsama samang salapi  “fund” na propesyonal na pinamamahalaan ng tinatawag nating “fund manager” upang i-invest sa stocks, bond o sa money market.

Ang stocks ay parte ng pag-aari ng isang kumpanya (“shares”), ang bonds ay mga pautang ng isang institution tulad ng gobyerno samantalang ang money market is  a financial market involving short-term borrowing/lending.

Setting up Bloomberg Portfolio Tracker

Bloomberg.com has a portfolio tracker that helps its users to monitor or track down the performance of stocks, funds or indexes.

Just follow the steps below to setup your portfolio tracker in bloomberg.com.
(PDF Format:  Bloomberg Watchlist Set Up )

How to register or create an Account in Bloomberg.com?

Below are the step by step procedure on how to register or create Bloomberg Account.
(PDF format: Bloomberg Account Registration)

1.  Open your internet browser (I personally recommend Google Chrome) and type www.bloomberg.com in the Address Bar.