The Investing page shows your whole portfolio as one picture first, then lets you open any account for the detail.
All accounts
- Your portfolio: the total value, with your unrealized gain and what you paid when every holding reports its cost.
- What you hold: a ring chart and a ranked table of your holdings. Split it by Holding, Type or Account.
- Accounts: every account, each with its value. Tap one to open it.
On a computer, the chart and the table sit side by side; point at a slice or a row to highlight it in both. On a phone, use the chart and table toggle above them to switch views.
With two or more accounts, a switcher at the top moves between All accounts and each account; its arrows step through them in order. With a single account, the page shows that account straight away.
More than one currency
When your accounts are in different currencies, All accounts adds everything up in Canadian dollars at the Bank of Canada's daily rate, and says so under the total with the rate and its date. In the Accounts list, each account keeps its own currency. If a rate isn't available, the currencies are shown apart rather than as a total that leaves something out.
One account
An account opens on a card with its value, its gain and where its figures come from, with its actions underneath. Below that are four tabs:
Tab | What's there |
|---|---|
Overview | What it holds, performance when your brokerage reports it, and the latest activity. |
Holdings | Every holding line by line: units, prices and cost. Holdings you hid, or that your brokerage stopped reporting, are under Hidden & previous holdings. |
Activity | Trades, dividends, deposits and fees. Filter by type, and move through pages of 50 with Newer and Older. |
Details | The account's facts with Edit details, the brokerage connection, data freshness, and removing the account. |
Performance
When your brokerage reports them, the Overview tab shows Account value over time (an estimated history you can view by 1M, 3M, YTD, 1Y or All) and Investment returns for set periods. Returns come from your brokerage. Deposits and withdrawals also change an account's value, so the value chart isn't the same as your return.
Accounts that don't report these, including accounts you track by hand, simply don't show the charts.
Correct what your brokerage reports
Open a holding or an activity entry to fix it. Only what you change is kept; everything else keeps updating from your brokerage. Restore broker values undoes your changes. Hide entry takes it out of your totals, and it stays hidden after every sync.