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25 Tools That Any Mutual Fund Investor Needs

The Top 25 Online Tools for Mutual Fund Investors

Mutual Funds Are a Great Way to Invest, but You Can’t Manage Them All Independently. That’s Why It Is So Important to Find the Right Online Tools for Mutual Fund Investors.

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tools for mutual fund investor
In this Article

Mutual fund investors delve into hours of research to make the best possible investment decisions. Fortunately, some great online tools can help you stay up-to-date on the current market and perform analyses for stocks, bonds, or mutual funds.

These tools will help you find suitable investments for your situation and goals. Check them out!

Tool #1: BEA’s Economy at a Glance

BEA’s Economy at a Glance is the first of many online tools for mutual fund investors. This handy tool can help you gauge economic data to make better investment decisions.

It provides information on GDP1 growth, inflation rates, and more.

Tools for Mutual Fund Investors

Tool #2: Bloomberg Economic Calendar

Bloomberg Economic Calendar is the perfect tool for mutual fund investors who want to stay on top of economic data.

This calendar lets you know when key indicators are released so that you can make appropriate investment decisions in response to those numbers.

Bloomberg

Tool #3: GuruFocus

GuruFocus is another excellent tool for mutual fund investors who want to keep up with the latest information about stocks2 and other investment opportunities.

This site provides in-depth analysis of companies and insider insights from top investing professionals. You can also read articles to learn more about your favourite industries.

Guru Focus

Tool #4: StockMapper

StockMapper is an excellent tool for any mutual fund investor.

This site will help you find the best stocks, based on your personal investment goals and situation. It provides an easy-to-read map of all available securities, letting you know when to buy or sell to maximise profits.

Stock Mapper

Tool #5: Finviz

Finviz is the perfect tool for those who invest in bonds.

This website provides a great map of all available securities and critical data such as bond ratings and yield-to-maturity rates. It will also help you find investments based on your personal goals and situation.

Finviz

Tool #6: SigFig

SigFig is an excellent tool for mutual fund investors who want to monitor their portfolios.

This site will help you track your investments and stay on top of the stocks in your portfolio. You can log into this website anytime, so it’s easy to keep up with any changes during market hours.

SigFig

Tool #7: Personal Capital

Personal Capital is another helpful tool for investors. This site will help you find the best investments, and measure your progress over time.

It also provides retirement planning and budgeting tools to make managing personal finances more accessible than ever before!

Personal Capital

Tool #8: Fidelity Closed-End Fund Screener

Fidelity’s Closed-End Fund Screener is available to all investors and provides historical data on returns of closed-end funds. It also has a “steady as she goes” feature for more consistent returns and tax-loss harvesting options.

Fidelity

Tool #9: Sharpe Ratio Calculator

Sharpe Ratio Calculator is an excellent tool for mutual fund investors who want to learn more about the performance of their investments.

This site will show you how well your investment has done over time, so that you know when it’s time to sell off shares and invest in something else.

Portfolio Lab

Tool #10: NASDAQ Mutual Fund Charts

Maintained by NASDAQ OMX Group, the NASDAQ Mutual Fund Charts and Tools provide investors with a range of powerful tools to help them analyse their investments.

This includes everything from real-time charts for specific mutual funds (including top holdings) to comparisons across different fund categories (i.e., US Equity vs International Equity), as well as recent announcements about new or closed funds.

Tools for Mutual Fund Investors

Tool #11: Fidelity Fund Comparison Tool

Fidelity Fund Comparison Tool is a handy tool for mutual fund investors looking to invest in new funds.

This site lets you compare different versions of the same fund so that you can find the right one based on your own investment goals and situation. It also includes information about each fund’s performance, risk factors, holdings, and more.

Fidelity

Tool #12: CXO Advisory

This service offers a wealth of information for investors, including market commentary and analysis, on the future outlooks of stocks.

There are also articles about changes in investment strategies coming up, that may affect your portfolio’s performance over time.

CXO Advisory

Tool #13: Portfolio Visualizer

Portfolio Visualizer is an exciting tool for mutual fund investors. This site will create an easy-to-read map that shows you how well your investments have done over time so that you know when it’s time to sell off shares and invest in something else.

It also provides retirement planning and budgeting tools to make managing personal finances more accessible than ever before!

Portfolio Visualizer

Tool #14: Trading Economics

Trading economics is a tool for traders and has many functions that may be useful to investors.

The website provides financial tools and global economic indicators such as GDP growth rates, unemployment levels by region, company balance sheets, and world stock markets.

Trading Economics

Tool #15: Macrotrends

This is a fantastic tool that tracks the top stocks in your portfolio. It has a user-friendly design, and it’s updated every day with data on individual securities and sectors.

When seeking to diversify your portfolio, this is a tool that calculates the correlation between two assets. It helps you identify how much of one asset’s return is dependent on another and can help find less correlated investments.

Macro Trends

Tool #16: Portfolio Charts

Portfolio Charts explores practical worldwide index investing strategies using intuitive charts and real-world examples that look beyond the raw numbers.

Portfolio Charts

Tool #17: IndexMundi

IndexMundi is an excellent tool for mutual fund investors who want to learn more about the performance of their investments.

This site will show you how well your investment has done over time so that you know when it’s time to sell off shares and invest in something else. It also includes information about each fund’s performance, risk factors, holdings, and more.

Index Mundi

Tool #18: Quandl

Quandl is a handy tool for mutual fund investors who are looking to invest in new funds.

This site lets you compare different versions of the same fund so that you can find the right one based on your personal investment goals and situation. It also includes information about each fund’s performance, risk factors, holdings, and more.

Quandl

Tool #19: Federal Reserve’s FRED

The Federal Reserve’s FRED database, which stands for “Federal Reserve Economic Data,” is an excellent resource to help people understand the economic cycles and their effects on investments.

The data in this site can be looked up by country or region of the world, industry sector (i.e., manufacturing), type of investment (stocks and bonds), time frame (daily updates), or subject matter area like inflation rates.

Fred

Tool #20: BankRate’s Mutual Fund Expense Calculator

This nifty tool enables you to compare expense ratios and management fees across multiple funds. Type in the fund name or symbol, how many shares per month, and your number of months invested for a side-by-side comparison.

Bamkrate

Tool #21: Dave Ramsey’s Investment Calculator

Dave Ramsey has a section of his website that provides the tools and calculators for investors and in-depth educational materials to help you invest better. One such calculator that can be found on this page is an investment calculator.

Dave Ramsey

Tool #22: Mutual Fund Store Retirement Calculators

Mutual fund store retirement calculators provide an excellent way to see the various potential outcomes of your investment over time.

They are simple in construction and can be a handy tool for investors, especially those looking at their investments as part of an overall retirement strategy.

Mutual Fund Store

Tool #23: WSJ Mutual Fund Screener

WSJ Mutual Fund Screener is an excellent tool for mutual fund investors who want to find the right investment opportunity based on their personal goals and situation.

This site lets you search through all available closed-end funds, and find the right investment opportunity based on your personal goals and situation.

It also includes information about each fund’s performance, risk factors, holdings, and more.

Wallstreet

Tool #24: Morningstar Instant X-Ray

Morningstar Instant X-Ray is a powerful and interactive tool that provides comprehensive coverage on all fund holdings in milliseconds. Morningstar instant x-ray compares each holding to its peers as well, so you can better understand where this particular fund fits into your portfolio.

The information provided by this site has helped me make smarter investment decisions when creating my portfolios with ETFs or mutual funds.

Morningstar

Tool #25: FINRA Fund Analyzer

FINRA Fund Analyzer is an online tool that provides access to performance, holdings, and risk ratings.

It also allows the user to compare funds by different categories for their mutual fund investments. A significant feature of this product is its database which consists of over 16000 portfolios representing a wide range of investment styles.

Finra

Common Questions

Why Use Online Tools for Your Mutual Fund Investments?

How Do Online Tools for Mutual Fund Investments Differ From Regular Investment Tools?

What Are the Best Online Tools for Mutual Fund Investors?

Do All Tools Work for Every Type of Investment?

In Conclusion

While many online tools are available to help mutual fund investors, you must know your goals and stick to them. Your needs will depend on whether you want a general overview of the market or specific recommendations for certain types of funds, based on their investment style and risk profile.

No one tool can do everything, so make sure to explore all options before making any final decisions about where to invest your money.

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