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:
Give it a name and click the Add New Portfolio button. Your portfolio should be successfully added. Now it's time to add symbols.
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:
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
Once you are done, click the Save Changes button.
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.
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.