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Portfolio
Overview
Holdings
Contribution
Activity
Performance
4 ACCOUNTS · 30 POSITIONS · LAST SYNC 62D AGO · SNAPTRADE · OK
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Portfolio · CAD
$370,471.58
Open P&L
$+28,988.71
(+9.04%)
Net invested
$2,000.00
Allocation · Asset type
3 TYPES
et
50.6%
$176,835
cs
37.5%
$131,180
bond
11.9%
$41,755
Allocation · Currency
FX EXPOSURE
USD
75.5%
$264,039
CAD
24.5%
$85,730
FX cached · 1 USD = 1.3800 CAD
Sector exposure
DIRECT HOLDINGS · FUND LOOK-THROUGH NOT APPLIED
Unclassified
62.5%
$218,589
+$15,957 (+7.9%)
Technology
20.5%
$71,629
+$10,403 (+17.0%)
Communication Services
8.3%
$29,090
+$3,012 (+11.6%)
Financial Services
6.2%
$21,620
+$1,230 (+6.0%)
Consumer Cyclical
2.5%
$8,842
−$1,614 (−15.4%)
My movers · today
PRICE MOVE ONLY · EX-FX · CAD-EQUIV
EST. DAY P&L
+$1,209
+0.35%
VS S&P 500
−0.09 pts
QUOTE COVERAGE
100% of MV
TSLA
TSLA
TSLA
$362.86
USD
+5.14%
+$454
2.5%
GOOG
GOOG
GOOG
$341.75
USD
+1.05%
+$57
1.6%
NVDA
NVDA
NVDA
$214.72
USD
−0.98%
−$116
3.4%
IEFA
IEFA
IEFA
$100.85
USD
+0.86%
+$70
2.3%
XIC
Connection health
2 CONNECTIONS
Q
Questrade
3 accounts
STALE
Synced 62d ago
VIEW DETAIL →
IB
Interactive Brokers
1 account
STALE
Synced 62d ago
VIEW DETAIL →
Accounts
4 ACCOUNTS
IB
Interactive Brokers Main
15 positions
MARGIN
STALE
USD
opened —
$167,210.58
Q
Questrade Non-Registered
4 positions
MARGIN
STALE
CAD
opened —
$28,647.21
Q
Questrade RRSP
6 positions
RRSP
STALE
CAD
opened —
$79,621.72
Q
Questrade TFSA
5 positions
TFSA
STALE
CAD
opened —
$94,992.07
Net worth
$370,471.58
Cash balances
2 CURRENCIES
Currency
Balance
CAD-eq.
Buying power
CAD
$12,146.00
$12,146.00
$12,146.00
USD
$6,200.00
$8,556.00
$14,900.00
SnapTrade positions cached 62d ago
XIC.TO
XIC.TO
$58.57
CAD
+0.81%
+$156
5.5%
SCHD
SCHD
SCHD
$35.11
USD
+0.80%
+$26
0.9%
VEA
VEA
VEA
$73.42
USD
+0.80%
+$104
3.7%
META
META
META
$549.90
USD
+0.75%
+$176
6.8%
Sorted by absolute day move · my CAD impact = position MV × day % (price only)