WYN Financial Ltd. — Read-only finance terminal

Workspace/Portfolio

API · SANDBOX

WYN

Portfolio

DEMO

Portfolio · CAD

$370,471.58

Open P&L

$+28,988.71 (+9.04%)

Net invested

$2,000.00

Allocation · Asset type

3 TYPES

et50.6%$176,835

cs37.5%$131,180

bond11.9%$41,755

Allocation · Currency

FX EXPOSURE

USD75.5%$264,039

CAD24.5%$85,730

FX cached · 1 USD = 1.3800 CAD

Sector exposure

DIRECT HOLDINGS · FUND LOOK-THROUGH NOT APPLIED

Unclassified62.5%$218,589+$15,957 (+7.9%)

Technology20.5%$71,629+$10,403 (+17.0%)

Communication Services8.3%$29,090+$3,012 (+11.6%)

Financial Services6.2%$21,620+$1,230 (+6.0%)

Consumer Cyclical2.5%$8,842−$1,614 (−15.4%)

My movers · today

PRICE MOVE ONLY · EX-FX · CAD-EQUIV

EST. DAY P&L

−$1,119−0.32%

VS S&P 500+0.20 pts

QUOTE COVERAGE100% of MV

Connection health

2 CONNECTIONS

Q

Questrade

3 accounts

STALESynced 124d agoVIEW DETAIL →

IB

Interactive Brokers

1 account

STALESynced 124d agoVIEW DETAIL →

Accounts

4 ACCOUNTS

IB

Interactive Brokers Main

15 positions

MARGINSTALEUSDopened —$167,210.58

Q

Questrade Non-Registered

4 positions

MARGINSTALECADopened —$28,647.21

Q

Questrade RRSP

6 positions

RRSPSTALECADopened —$79,621.72

Q

Questrade TFSA

5 positions

TFSASTALECADopened —$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 124d ago