Mutual Fund Tracking App
Track mutual fund holdings, transactions, and investment goals in one place with a Mutual Fund Tracking App from Jotform, ideal for investors and teams who want an organized, self-service way to review portfolio activity.

Use your camera to scan the QR code and preview the app on your device.
Mutual Fund Tracking App helps you organize mutual fund holdings, monitor portfolio activity, and keep your investing notes in one place. Use it to review a portfolio dashboard at a glance, browse a Funds list with individual fund detail pages, record purchases and redemptions in a transaction log, and track progress toward common investing targets like emergency savings or retirement. It’s a practical fit for individual investors, family offices, finance teams supporting employees, and advisors who want a simple way to keep internal records consistent and easy to review.
Jotform makes it easy to turn this mutual fund tracking app template into a tailored experience with a no-code app builder and a drag-and-drop interface. Connect the app to forms and tables for ongoing data collection, route updates through simple workflow steps, and share a self-service link so stakeholders can view key information without digging through spreadsheets. Customize pages, branding, and navigation so the app matches how you track funds, transactions, and goals day to day.
It’s used to track mutual fund holdings and portfolio activity by keeping a funds list, viewing high-level portfolio insights on a dashboard, logging transactions, and monitoring progress toward investment goals.
Include your fund list with key details on each fund, a consistent way to log transactions, and clear goal entries such as emergency fund and retirement targets. Many teams also add short notes or attachments on fund detail pages for context.
Use it when spreadsheets feel hard to maintain, when multiple people need visibility into portfolio updates, or when you want an easy routine for recording transactions and reviewing progress across funds and goals.
Individual investors, households managing shared finances, small finance teams, and advisors can use it. It also works for internal tracking when you want a simple, structured place to review funds, transactions, and goal progress.
It centralizes portfolio information, makes transaction history easier to review, and gives you a straightforward way to check goals and reports without hunting across files. It also supports a cleaner handoff when more than one person updates the records.
Yes. You can rearrange navigation cards like Portfolio, Funds, Transactions, and Goals, adjust what appears on the dashboard, and tailor fund detail pages so the app matches your tracking style.
Yes. The Transactions area can link to an Add Transaction form, and entries can be reviewed later through a personal view such as My Entries, helping you keep records consistent over time.
Yes. You can publish the app and share it by link or QR code for self-service access. This is useful when stakeholders need visibility into funds and reports without directly editing your underlying records.
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