The Comprehensive Guide To Portfolio Monitoring

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Portfolio monitoring is the practice of tracking and reviewing the performance of your investments on a regular basis.

Why is portfolio monitoring important? Because it allows you to make sure that your investments are on track to meet your financial goals. It also helps you to identify and correct any problems early on, before they have a chance to do serious damage.

In this comprehensive guide, we’ll cover everything you need to know about portfolio monitoring, including how to set up a system, what data to track, and how often you should review your progress.

Why monitor your portfolio?

There are a number of reasons why you might want to monitor your portfolio. Perhaps you want to make sure that your investments are performing well, or maybe you’re just curious about how the markets are doing. Whatever the reason, monitoring your portfolio can be a helpful way to stay on top of your finances.

Monitoring your portfolio can help you spot opportunities and make decisions about when to buy or sell. It can also help you keep an eye on your overall financial picture, and make sure that your investments are aligned with your goals.

Of course, you don’t have to monitor your portfolio all the time. But it can be helpful to check in every now and then, especially if you’re feeling unsure about how your investments are doing.

When to monitor your portfolio

It’s important to monitor your portfolio regularly in order to make sure it’s performing in line with your expectations. However, you don’t need to obsess over it on a daily basis. A good rule of thumb is to check in at least once a week, or more frequently if you’re experiencing market volatility.

If you’re just getting started with investing, you may want to check your portfolio more often so that you can get a feel for how it fluctuates. As you become more comfortable, you can start checking less often.

In general, it’s a good idea to monitor your portfolio more closely when there is reason to believe that market conditions are changing. For example, if there is increased market volatility or political uncertainty, you may want to check your portfolio more frequently.

Of course, you should also monitor your portfolio if you make any changes to it. For example, if you rebalance your portfolio or add new investments, you’ll want to keep an eye on how those changes impact your overall performance.

Ultimately, the frequency with which you monitor your portfolio will depend on your personal preferences and circumstances. The most important thing is to develop a system that works for you and stick to it.

How tomonitor your portfolio

Assuming you have a portfolio, there are a few key things you should do to monitor it and make sure it is on track. First, you need to track your asset allocation. This is the percentage of each asset class that you have in your portfolio. For example, if you have a portfolio of $100,000 and 60% is in stocks, 20% is in bonds, and 20% is in cash, then your asset allocation is 60/20/20.

You also need to track your risk level. Your risk level is determined by how much volatility (ups and downs) you are willing to tolerate in your portfolio. If you are risk-averse, you will want a lower risk level; if you are willing to take more risk, you will want a higher risk level.

Finally, you need to track your performance. This includes both the return on your investment (ROI) and the volatility of your returns. The ROI is simply the percentage gain or loss on your investment over time. Volatility is a measure of how much your investment gains or losses vary from month to month or year to year.

To track all of this information, you can use a tool like Personal Capital

Tools for monitoring your portfolio

There are many different ways to monitor your portfolio, and the method you choose will depend on your individual needs and preferences. Here are some of the most popular methods for monitoring your portfolio:

  1. Online Portfolio Trackers: There are a number of online tools that allow you to track your portfolio performance. These tools typically allow you to track multiple portfolios, and they often provide features such as charts and graphs to help you visualize your performance.
  2. Spreadsheets: For those who prefer a more hands-on approach, tracking your portfolio performance in a spreadsheet can be a great option. This method allows you to customize your tracking to suit your specific needs, and it can be very helpful in identifying trends over time.
  3. Financial Advisors: If you have a financial advisor, they can help you monitor your portfolio performance and make recommendations for changes or adjustments. This is a great option for those who want someone else to handle the details of their portfolio.
  4. Regular Reviews: Even if you don’t use any specific tools or methods for monitoring your portfolio, it’s important to review your performance on a regular basis. This will help you identify any problems or areas that need improvement.


Portfolio monitoring is an important tool for any investor, whether you are a novice or an experienced pro. By keeping track of your portfolio, you can make sure that your investments are on track and performing as well as possible. With the right tools and information, portfolio monitoring can be easy and effective. We hope that our guide has given you the knowledge you need to start monitoring your own portfolio today.

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