Portfolio

  • Track real holdings across multiple accounts (Taxable, TFSA, RRSP, FHSA, and more) with live valuation and dividend tracking.
  • See sector weighting and a 5-year growth projection chart.
  • Pro: manage multiple clients, build Model Portfolios, and run Tax-Scenario comparisons.

Portfolio

Track shares and average cost across as many accounts as you want (TFSA, RRSP, taxable, whatever you actually hold). Market value, gain/loss, and Graham verdicts all come from the same cached prices as the rest of the app — no external API calls just to look at your positions.

Remove this holding?

Sell

Net proceeds (after commission) are added to this account's cash. Sell the whole position and the holding is removed; sell part of it and the rest stays with the same average cost.