Just Released: Personal Portfolio Tracker With New Responsive Interface for Smartphones and Tablets

Nov 8, 2018

We’ve just updated SMI’s Personal Portfolio Tracker as well as our monthly Fund Performance Rankings to reflect mutual-fund performance data through Oct. 31, 2018.

But that’s not all. As of today, the Tracker is now “responsive,” making it easily viewable on a smartphone or tablet.

  • For years, the Portfolio Tracker has been our most popular web tool, enabling you to take the full universe of 20,000+ mutual funds we track and transform that data into a concise report covering only the specific funds available via your 401(k), 403(b), or other retirement plan(s).

    Using the Tracker, you can personalize SMI’s mutual-fund rankings to your specific situation.

  • When we initially designed the Tracker, few (if any) people were using smartphones and tablets. Now, such devices account for a large percentage of web use. So we’ve re-designed the Tracker to accommodate phone/tablet users, while at the same time trying to maintain the basic “look and feel” you’ve grown accustomed to. Still, you will notice a few slight changes in the design.

    We’ve also done a lot of “back end” work, significantly automating (and speeding up) the processing of Morningstar’s voluminous month-end fund-performance data. Our new automated system will ensure that you get the month-end data by the 8th of the new month (unless the 8th falls on a weekend, as it will in December). Formerly, our target date for posting performance data has been as late as the 14th (in the not-too-distant past, it was the 24th!).

    Why are we targeting the 8th? We’ve learned from in-house testing that month-end numbers in the Morningstar database are subject to change during the first several days of the new month. Put another way, the numbers remain “preliminary” for about a week after the end of the month. By the 8th, however, the database is trustworthy, so that’s when we will release the month-end numbers via both the Tracker and the Fund Performance Rankings (FPR) report.

  • We’re working on several video tutorials that will illustrate the features of the new Tracker. Those videos should be available online within a few weeks.

You won’t notice any difference in the Fund Performance Rankings (FPR) report — it looks like it has before — but it’ll now be reliably posted by the 8th (except next month, when the 8th falls on a Saturday). The FPR report is a PDF file containing performance data and SMI’s momentum rankings for more than 1,600 no-load funds and ETFs. The funds included in the FPR have been selected on the basis of asset size, brand familiarity, and brokerage availability.

Check page 2 of the report to learn how to use it. On page 3, there is an overview of the 70+ risk categories that will help you compare "apples to apples." Page 4 has explanations of the various data-column headings.

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Written by

Austin Pryor

Austin Pryor

Austin Pryor has 40 years of experience advising investors and is the founder of the Sound Mind Investing newsletter and website. He's the author of The Sound Mind Investing Handbook which enjoys the endorsements of respected Christian teachers with more than 100,000 copies sold. Austin lives in Louisville, Kentucky, with his wife Susie. They have three grown sons and many grandchildren.

Joseph Slife

Joseph Slife

Joseph Slife has been a news writer for the Associated Press, a college instructor, and a radio host. He and his wife Joye have three grown sons.

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