Build your portfolio manually
Search for a supported stock or ETF, then enter either the number of shares or the value of the position. You can edit and remove holdings as the portfolio changes.
The tracker summarizes estimated annual income, monthly average, value and dividend yield, while the analysis view shows how expected income is distributed across holdings.
Local storage gives you control
Holdings are saved in the browser on the device you use. They are not placed in a public profile or automatically synchronized. Export a backup from Settings before clearing browser data or moving to another device, then import that file when needed.
- no brokerage credentials;
- manual editing and deletion of holdings;
- portable export and import backup;
- French and English interface.
Follow Canadian and U.S. investments together
Canadian and U.S. stocks and ETFs can share the same portfolio. USD values are converted into CAD for a consistent total while each holding retains its original market context.