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Globe Portfolio

Portfolio Help

The cash balance

Globe Portfolio's cash balance feature allows you to track your Canadian and U.S. dollar cash balance for each portfolio. Whenever you buy or sell securities, Globe Portfolio will automatically adjust your cash balance to reflect the transaction. Your cash balance is shown on the portfolio reports.

The cash balance feature does not calculate interest on your cash balance. If tracking interest is important to you, consider tracking cash as an other investment.

When creating a portfolio, you have the option of enabling the cash balance feature. You can also enable or disable the cash balance at any time by clicking Enable/Disable Cash Balance on the Portfolio Menu page.

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