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What are the Easiest Ways for you to Track your Investment

If you know that you need to track your investment then you will know how hard this can be. You may find that no matter what you do, you just can’t seem to find a solution that works for you and this can cause you real problems in the future. If you want to get some hints and tips however, then here are some ways for you to track your investment easier than ever before.

Old School

If you have a small portfolio or if you just don’t like the idea of technology then the best option for you would be for you to use a pen and paper. You can keep a ledger for every investment statement that you have and you can also work out how much revenue you have accumulated over time as well. When you write down your investment, try and write down your losses and even your earnings as well. Writing down dates here is so important as it will help you to really stay on top of the investments that you have made. Of course, it also helps you to introduce a filing system for any old reports that you have as this will put you in good stead when the time does come for you to review your investment later down the line.




If you like to be really cutting edge then investment software could be the way to go. There are a ton of applications out there that can help you to manage your investment and you can even see how well they are performing. For example, if you have an oil inventory then you could easily enter figures and in some instances you can scan in any pages that you have as well. When you have done all of this, the software will then process your data for you and it can even help you to analyze your assets. This is a great way for you to get the graphical data you need and you can easily present the data in a way so that it is easy for you to understand.




If none of the above options are for you then you could always outsource. You can hire a financial planner to try and help you to find out how much you can invest and you can also try and sort out your financial portfolio once and for all when you do this as well. A financial advisor can have an outside view of your finances and they can also help you to achieve all of your overarching goals as well. Finding an advisor is a great way for you to really take control of your investment and you can also start to make much better choices as a result. The problem here is that they do cost money and at times you may even find it hard to try and find the income to pay for them. That being said, they will probably pay for themselves if they make good investments along the way.

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