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Portfolios
Type
All
Broker
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Portfolio
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New portfolio
✕
Name
Account type
Broker
Base currency
CAD
USD
Base currency controls how cash deposits/withdrawals are recorded for this portfolio. Each stock still carries its own currency (CAD or USD).
Add stock
✕
Symbol
Examples:
AAPL
,
MSFT
,
SHOP.TO
(TSX uses
.TO
suffix).
Name
Currency
USD
CAD
Exchange
Add to watchlist
Notes
New transaction
✕
Type
Buy
Sell
Dividend
Split
Cash deposit
Cash withdrawal
Portfolio
Symbol
Date
Quantity
Price / share
Fees
Amount
Split ratio
A 2-for-1 split doubles your share count; enter
2
. A 1-for-3 reverse split: enter
0.333333
.
Notes
—
✕
1M
6M
1Y
5Y
+ Transaction