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Help

HelpStefan Sharkansky2023-01-26T09:47:43-08:00

Quick-Start Guide

Frequently Asked Questions

How-to Guides

How to Use the Portfolio Analyzer

How to Get a Comprehensive Fund Cost Report

How to Use the Fund Screener

How to Get a Fund History Report

How to Estimate Investment Tax Rates

Contact Info

2770 Arapahoe Rd. Ste 132 - 1046, Lafayette, CO 80026

Phone: (206) 588-5984

Email: support@personalfund.com

Recent Posts

  • “Why Minimizing the Costs of Investment Products Must be a Priority”
  • New Feature: Fund Screener — Find Low Cost Funds
  • New Feature: Historical Costs and Performance

Services

  • Mutual Fund Cost Calculator
  • For Individual Investors
  • For Advisors
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