Lyn

11 Jun 2020

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General Investing

I recently started investing regularly into the OCBC BCIP plan. However, im finding it very difficult to evaluate if my investment is going well or not. Any tips on keeping track? Do i need an excel?

What tracking apps/ tools/ etc. do people use to track if DCA funds are growing? Or am i supposed to just trust that it will grow eventually?

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Wrong Sean

11 Jun 2020

OCBC will send a monthly account statement. There they will put the amount that you have put in and what is the current value of your individual stocks. However it doesn’t really offer a trending view or how it is growing.

For that, you can use Excel or any stock portfolio tracking app.

Yahoo Finance is free. The only thing is that you have to key in your transactions every month and doesn’t keep track of the dividends. Also it doesn’t show the growth of the portfolio in a graphical way, just shows you the current total value, total gain, daily gain etc.

Excel is good if you want to customise your own tracking and charts.

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