Evaluating Mutual Fund Performance

Updating fund activity on Google Finance

Export Fund Activity

• Log in to fund manager.
• My Accounts > click account name > Activity tab
  • Using the date filters, filter out past transactions that have already been imported into Google Finance.
  • Click Search to update the listings.
• At the bottom of the listings:
  • Transactions: Selected Activity
  • File Format: CSV
  • Click Export

TK: Saving the CSV, Editing CSV to import into GF, import CSV into GF, data settings in GF

Setting up stock and/or fund alerts

• Yahoo Finance > My Portfolio (requires login)
• Set Alerts

Charting multiple funds performance side-by-side

• Morningstar
• Enter fund ticker (e.g. USCGX) in the Quote field at the top of the page.
• Switch from Quote tab to Chart tab.
• Enter another fund ticker (e.g. USATX) in the Compare to Symbol field.
• (Extra benchmarks can be removed from the chart by hovering over their names in the chart legend, and then clicking the X button that appears.

Generating John Bogle's "telltale" charts

• Chart Generator
• Enter the two funds in Hypothetical Portfolio and Baseline Portfolio.
  • Commas delimit multiple funds.
  • Asterisk is a wildcard for fund names.

N.B. The data for these charts comes from Yahoo Finance.