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Holdings
Watchlist
Transactions
Portfolios
Type
All
Broker
All
Portfolio
All
Activity
All
Buy
Sell
Dividend
Split
Expire
Deposit
Withdraw
Symbol
+ Add
P&L view:
Total
Day
New portfolio
✕
Name
Account type
Broker
Base currency
CAD
USD
Base currency controls how cash deposits/withdrawals are recorded for this portfolio. Each stock still carries its own currency (CAD or USD).
Add stock
✕
Instrument
Stock / ETF
Call option
Put option
Symbol
Examples:
AAPL
,
MSFT
,
SHOP.TO
(TSX uses
.TO
suffix).
Name
Currency
USD
CAD
Exchange
Underlying
Standard equity-options multiplier (×100) is applied automatically. OCC symbol is built from the fields below.
Strike
Expiration
— enter underlying first —
Currency
USD
CAD
Watchlist
— none —
Notes
New transaction
✕
Type
Buy
Sell
Dividend
Split
Expire worthless
Cash deposit
Cash withdrawal
Portfolio
Symbol
Date
Quantity
Price / share
Fees
Amount
—
CAD
USD
Split ratio
A 2-for-1 split doubles your share count; enter
2
. A 1-for-3 reverse split: enter
0.333333
.
Notes
—
✕
1W
1M
6M
1Y
5Y
+ Transaction