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Authentication is managed by Supabase Auth. Your plan is saved to your account, not in this browser alone. New accounts start from the $50,000 CAD TFSA template (XEQT, VFV, XIC, XAW, ZAG) and you can change or delete any of it.
Your investment plan at a glance. Planned values are estimates, not account balances.
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Market data information
Live prices come from Yahoo Finance through this app's own server (server.mjs, /api/quotes). Yahoo data can be delayed and is not a real-time exchange feed. When the market is closed, the price shown is the last close. Always recheck before placing an order. TSX hours: 9:30 AM-4:00 PM ET (7:30 AM-2:00 PM MST).
Settings
Personalize this browser's dashboard layout. Preferences stay on this device and do not change your portfolio or account.
Display preferences
Backup & recovery
Download a local JSON backup of your saved portfolio and recorded transactions. The backup contains sensitive financial information; store it securely. Recovery restores the portfolio plan only; recorded transactions are included for reference but are never overwritten automatically.
Recovery will replace the saved budget and holdings, including units owned. It will not restore transactions. Existing transactions stay unchanged; review any differences afterward. The restore uses the current database revision and refuses concurrent changes.
Account security
Change your password. Existing authentication and password reset workflows remain available.
Administrative health diagnostics
Server-wide operational metrics only. No portfolio, transaction, email, token or quote-symbol details are displayed.
API response times
| Route | Requests | 5xx | Average | Maximum |
|---|
Recent sanitized events
Portfolio overview
Market values are estimates and may be delayed or unavailable.
Portfolio analytics
Allocation is based on target amounts, not current market value. Categories reflect each holding's recorded type and focus; this is not a look-through analysis of ETF constituents.
Target allocation by holding
Target allocation by asset type
Actual allocation & risk indicators
Actual weights use manually entered units owned and current eligible CAD quotes. Missing or stale quotes prevent a complete calculation. ETF holdings are not analyzed by underlying constituents.
Target versus actual
| Holding | Target | Actual | Drift | Estimated adjustment (CAD) |
|---|
Positive adjustment indicates an estimated amount to add; negative indicates an estimated amount to reduce. These are informational CAD amounts based on current portfolio value, not trade instructions. They exclude fees, taxes, spreads, and available cash.
Portfolio insights
Insights are based on recorded transactions, manually entered units owned, and eligible current CAD quotes. They are informational and do not initiate trades.
Holding contribution analysis
| Holding | Realized CAD | Unrealized CAD | Combined CAD |
|---|
Transaction-based investment trend
Risk and data-quality indicators
Investment reports
Reports are generated locally from your currently loaded portfolio and transactions. Downloaded files contain financial information; store and share them carefully.
Portfolio summary
Allocation by holding
| Holding | Target CAD | Target % | Units owned | Eligible quote CAD | Owned value CAD |
|---|
Data quality and limitations
Portfolio performance
Record actual purchases and sales in CAD. Average-cost accounting includes trading fees. Figures are estimates, exclude dividends and taxes, and are not time-weighted returns. The chart below shows transaction-derived net cash invested, not investment performance or returns. Historical portfolio values require verified dated CAD valuations, which are not currently stored.
Transaction history not loaded.
Portfolio history
Historical market value unavailable: no verified dated CAD portfolio valuations are stored. No return or gain/loss history is inferred from transaction prices.
Record a transaction
Transaction history
Holdings
Manage holdings and target allocations. Use More details on mobile for additional metrics.
No holdings in this plan. Use Add holding to create your first holding.
| Ticker | Name / focus | Type | Target $ | Live price $ | Day change | Whole shares | Cost $ | Units owned | Owned value $ | MER | 52-week position |
|---|
Whole shares = floor(target amount / live price). If a live price fails, the last known price is kept and marked as a fallback. Edit a holding below, or change its units owned in the table when you buy.
Add an ETF or share
Changes are saved to your account on the server when you add, edit, delete, or change units owned or the budget.