As I transition toward retirement, I've become more intentional about monitoring my investments. While ETFs and stocks offer a wealth of tools for tracking performance, mutual funds tend to operate under a "set it and forget it" philosophy, often by design. But in today's unpredictable global climate, passive observation no longer feels like a viable strategy.

While volatility is minimal in my conservative balanced portfolio, I still want to keep up with daily movements. To fill the gap left by limited mutual fund tracking tools offered by investment management company, I developed a lightweight custom tracker tailored to my specific funds.

This tool performs daily price scraping and displays updated values, giving me a clear snapshot of performance over time. Because I drip my dividends, I still manually update share quantities, but the system automates the rest.

Created:	July 2025
Last Updated:	February 25, 2026