Portfolio Constructor

Drag tickers here 📥

Investment amount

CAD $

Total: 0% / 100% Remaining: 0.00

Portfolio structure

Expected dividends

Based on current allocation.

Monthly

$0

—

Yearly

$0

—

Yield (WA)

0.0%

Weighted avg

Expected portfolio value in given years.

1 Year

$0

+0.0%

5 Years

$0

+0.0%

10 Years

$0

+0.0%

Workspace

Currency

Portfolio currency

Exchange rate override

Leave empty to use the rate shipped with the quote data. Rates are refreshed together with the quotes, once a day.

Appearance

Colour palette Theme

Every palette has a day and a night variant.

Language

Legal

The disclaimer you accepted when the app first started.

Enter current prices per 1 share. Assets in the portfolio recalculate automatically.

Ticker	Name	Sector	Group	Yield	CAGR 5y	Price

Custom instrument

Your instruments

Data sources

Keys are stored only in this browser and requests go straight to the provider.

Backup & restore

Everything is stored only in this browser.

Backup encryption

Load backup

Backup reminders

Mode Every N days

In auto mode the file is downloaded automatically, without asking.