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Portfolio & Alerts: Use TMXmoney to Track Your Holdings

July 28, 2014

A good portfolio combines patient investing with strategic asset allocation. Prudent investors construct their portfolios balancing risk tolerance with investing objectives.

The Portfolio and Alerts tool from TMXmoney is integrated with the entire web site so that you can track your investments while utilizing the extensive market data available from Canada's source of record, all in one place.

The tool allows you to create up to 5 portfolios, each containing up to 52 stocks, mutual funds or ETFs. You can view your holdings, see graphical representations of your holdings by symbol, asset class and sector, and get the latest news for symbols included in your portfolio. You can use your account sign-on to add, edit and even delete portfolios.

Recent improvements allow you to access portfolios on our mobile site. They are also now synchronized between mobile and desktop. But how do you build a TMXmoney portfolio in the first place? Follow these simple instructions to begin tracking your investments:

  1. Go to //web.tmxmoney.com/account/login-register.php and log in with your TMXmoney User Name and Password. (If you do not have an account yet, fill out the New User Registration on the left side of the page.
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  2. Click New Portfolio.
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    Give it a name and click the Add New Portfolio button. Your portfolio should be successfully added. Now it's time to add symbols.

  3. Click the Edit your new portfolio button. This takes you to the Edit Portfolio screen.
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    This is where you input symbols into your portfolio. Remember, you can add up to 52 stocks, mutual funds or ETFs into each portfolio. You can also provide specific information about transactions so that you can track performance. Here is an explanation of each column:

    • Symbol – The symbol of the stock you want to input

      Tip: Use the Symbol Help Guide to see a full list of symbol suffixes on TMXmoney: https://www.quotemedia.com/quotetools/symbolHelp/SymbolHelp_CanadianConsolidated_English.html

    • Total Shares – Number of shares you bought
    • Cost/Share – The price you paid per share at the time of the transaction.
    • Date – Click the blank field and the calendar opens for you to select the day of the transaction.
    • Fees – Input any brokerage or other fees involved in the transaction. This will be factored in to your Profit/Loss.

    Once you are done, click the Save Changes button.

  4. You'll now see a default table that displays information for your holdings.
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    • Last represents the price of the last trade for that particular symbol.
    • Change and % Change represents the change in price since market open.
    • Total Cost tells you how much spent on the transaction including fees.
    • Market Value is the current value of your holding
    • $ Gain/Loss and % Gain/Loss tells you how much you have made or lost off your initial purchase.
    • Notes allows you to jot down ideas about individual holdings.

    From this screen, at any time you can add/edit symbols, create a new portfolio, delete it, and even download it. Clicking "Download Portfolio" converts your portfolio into a .CSV file. You can then open this in Microsoft Excel and use the data in different ways.

  5. If you click on Charts, you will be able to see individual charts for all of your holdings all on one page. This saves you from going into each detailed quote page individually as next to each chart is the relevant quote data.
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Your basic portfolio is now complete. Check back soon for more help on how to do more with your portfolio like creating custom columns and adding other assets aside from just stocks to your portfolio.

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