Mint Makes Investment Tracking Easy

Read the Article

If our recently released custom categorization features got your personal financial management taste buds salivating, then have we got a juicier main course for you! Here by popular demand, detailed investment tracking.

With today’s market volatility, it’s more important than ever to stay on top of your finances – both your day-to-day spending and your long-term investments.  Here are some of the new features we’ve added to help you better understand your financial picture:

A Deeper Look at Your Investment and Retirement Accounts

You can now quickly see all of your investment accounts in one place. Simply add your investment accounts in the Accounts tab as you would with your banking and credit card accounts.

Investments in Mint

Want to compare all your holdings to relevant market indices like the S&P 500, Dow Jones, or NASDAQ? Click on the Investments tab, and then click on All Investments. Choose the index you want to compare to the chart above and you can quickly see if your investments are outperforming or underperforming.

Need to drill down further? Simply select the specific investment account you’re interested in to easily compare it, or individual stocks and funds, to the market indices.

See Your Asset Allocation in Full View

If you have multiple 401ks, IRAs, and brokerage accounts, we’ll make it easier for you to see your allocation breakdown in terms of mutual funds, stocks, bonds, money market, commodities and currencies.
Click on All Investments and then the Allocation tab to see a percentage graph of all your assets. You can also switch from seeing the graph in asset type or individual holdings by clicking on Asset Type or Symbol, right below the graph.

Asset Allocation

Performance Tracking Made Easier

We’ve made it easier to see which funds are performing well and which aren’t, from either your total portfolio or individual accounts. Click on All Investments or the investment account of your choice, and select Highest Value, Best Performers, Worst Performers, or Biggest Movers to see a list of your holdings in the selected categories.

You can also select an individual fund or stock from an account to see its market value and price changes, along with editing the cost basis of your holdings. From the Investment tab, simply select the account and the holding in question, and then click on the value under Price Paid to edit the cost basis.

Categorizing Your Investment Transactions and Highlighting Fees

Once you’ve added all your investment accounts, you can see detailed transactions from all of your portfolios at the Transaction page. Click on the Transaction tab, and select the type of transaction by clicking on Investment (or go to the individual investment account of your choice). You can now see your investment transactions being categorized as Buys, Sells, Dividends, Interest and Fees.

As with other banking accounts, you can receive automatic email or SMS alerts when a fee is charged or an interest rate changes in one of your investment accounts. Just click on Your Profile and select Alerts & Notification, and then choose the alerts and delivery methods of your choice.

Avoid High 401K Fees with the New IRA Rollover Advisor

Our new IRA Rollover Advisor can provide you with IRA Rollover account recommendations and further educational content to help you identify better retirement savings options.  Click on the Investment tab, and then the Old 401k? button to get started.

We believe you’ll find these new investment features useful, and invite you to start staying on top of your investment accounts today. We’re all in this stormy market together, but with Mint on your side, you’ve got the best available information to help you navigate these rough seas.  Everyone’s telling you to stay the course. can help you make sure you’re on the right one.


Written by Mint

Mint is passionate about helping you to achieve financial goals through education and with powerful tools, personalized insights, and much more. More from Mint