Globe Portfolio Help

• Have a specific content or data question? Look in our FAQ.
• Want information on how to use Globe Portfolio to track funds, stocks, other investments or cash? Click a topic in the column to the right.

Frequently Asked Questions

Getting Started

• Is Globe Portfolio a free service?
• I already use Globe Portfolio on globefund.com to track my mutual funds. How do I use the new features?
• What happens to the information I enter into Globe Portfolio? Is it given out to any other companies?
• Help! I've lost my password and/or username.
• How can I change my Password, Username, e-mail address, or contact information?
• I am using a new computer / Internet Service Provider (ISP) / e-mail address. Can I still access my Globe Portfolio account?
• Can I access my Globe Portfolio from home and work and while on vacation?
• I already have a stocklist on globeinvestor and a fundlist on globefund.com. Can I transfer them into Globe Portfolio?

The Portfolio Menu

• Do you have an overview of each option on the Portfolio Menu?
• Why is the link for (...) not underlined on the Portfolio Menu?

Indexes

• Can I compare my returns with the returns of popular indexes, like the TSE 300, Dow Jones and others?
• Do you have a description of each of the indexes I can add to my portfolio?

Mutual Funds

• How do the C.I.-BPI fund mergers affect my portfolio?
• I can't find a fund I'm interested in following. Could it be under a different name on your Web site?
• When does Globe Portfolio update distributions?
• Globe Portfolio is not updating one of my mutual funds. Could this be due to a fund merger? How do I account for fund mergers in Globe Portfolio?
• Globe Portfolio has stopped updating one of my recurring transactions. Why?
• Can I modify a transaction?
• Can I modify a distribution?
• I can't view the Standard report. Why?

Stocks

• I own shares of Magna International. How do I record the MI Developments spin-off in my portfolio?
• I own shares of Canadian Pacific Ltd. How do I record the break-up in my portfolio?
• I own shares of BCE. How do I record the Nortel spin-off in my portfolio?
• When adding a stock to my portfolio, I received the message "Symbol cannot be found." What should I do?
• How do I track delisted stocks?
• How do I track short sells?
• How do I track reinvested dividends (DRIPs)?
• When entering stocks for the first time into my portfolio, how do I record splits?
• When does Globe Portfolio update dividends?
• I own shares of company XYZ. Company XYZ has issued a dividend in shares of Company ABC. How do I record this in my portfolio?
• Can I modify a transaction?
• I can't view the Standard report. Why?

Other Investments

• What can I track as an other investment?
• Why isn't Globe Portfolio updating my 'other investments'?
• Can I modify a transaction?
• I can't view reports the Standard report. Why?

The Cash Balance

• How do I track cash with Globe Portfolio?
• I enabled my cash balance, but I can't enter cash transfers for past dates. Can you tell me why?
• My cash balance is negative. How do I add cash to my cash balance?
• How do I track interest on cash?
• What happens if I disable the cash balance feature?
• Can I modify a transaction?

Charts & Reports

• What time are the reports updated?
• I can't view the Standard report. Why?
• Can I export data to Quicken, Microsoft Money, or Excel?
• Why is the value of distributions not included in Total Cost on the Standard Report?