Globeinvestor Tips and Tricks: a monthly newsletter

March 2001, Issue 1

Welcome to this first edition of Globeinvestor Tip & Tricks. Each month, we will bring you a combination of new features, tips on how to use our financial sites, and stories from some of our users on how they use our sites to better their investment experience. Visit or www.globeinvestor.comat least once per month and you will automatically receive the newsletter. You can retrieve back copies by clicking the Help & Contact Us link at the bottom of any page.

New Indexes for Globefund

We recently added a host of new indexes to Globefund. There are now over 200 indexes available, ranging from popular benchmarks like the Dow Jones Industrial Average and the TSE 300 index to more narrow indexes like the Nasdaq Computer Index. These indexes can be added to your Fundlist Reports for regular performance tracking along with the funds that you are also tracking. They can also be used in Globefund charting as benchmarks against a fund you are interested in. Included in the list are 34 new Peer Indexes that many users have asked for in the past. Each Peer Index represents a group average for all funds in a specific asset class. They are the same indexes that are often referred to in the mutual fund tables of The Globe and Mail's monthly Report on Mutual Funds.

Add indexes to your Fundlist now!

Quick Link Between Globefund and Globeinvestor

If you use both and, you should be using the new link between the two that is located at the top centre of each page to switch from one site to the other. If you are on Globefund and want to reach Globeinvestor, just click the Stocks link, and similarly, to move from Globeinvestor to Globefund, click on the Funds link, shown below.

Tracking Funds and Stocks

There are three popular ways by which users track specific funds and stocks of interest on our sites. Which approach you use depends on how frequent a user you are and whether or not you want to track the progress of the securities you are interested in, or your specific holdings of these securities. Each approach is described below:

1) Ad-hoc Use of Globefund and Globeinvestor

It is quite simple to access information that relates to your own particular investments. For Canadian mutual funds, just use the Enter Fund Name input box at the top left of the Globefund home page and click "Go". The input box looks like this:

Enter Fund Name:

For example, entering 'Dynamic' will result in a report showing all fund names that contain the word Dynamic. You don't need to enter the entire word. So 'tech' would be one way to see all funds that have 'tech' somewhere in the fund name. Note that we only list 50 funds at a time, so use the Next button at the bottom right of a report to get the next page.

For Stocks, enter a symbol in the Enter Symbol(s) input box at the top left of the Globeinvestor home page. The input box looks like this:

Enter Symbols:

Symbol Lookup

You can enter more than one symbol at a time. It is not necessary to enter the exchange code. So if you enter NT-T, you will get a quote for Nortel as traded on the TSE. If you just enter NT, you will get two quotes - one for Nortel on TSE, and one for Nortel on NYSE (in US dollars). From the results page you can click on any of several icons to retrieve additional information about a stock:

  • Stock Quote iconDisplays a stock quote.
  • Price Chart iconDisplays a 1-year historical price chart.
  • Company Snapshot iconDisplays Company Snapshot with latest financials.
  • Latest News iconDisplays latest 24 hours News.
  • News iconDisplays all available news for the company.
  • Free Annual Reports iconAllows you to order Free Annual Reports for selected companies.
  • Estimate Snapshot iconDisplays an Estimate Snapshot, with analysts' recommendations.

If you don't know the symbol for a stock, click on Symbol Lookup, then enter part of the security name and click "Look It Up!". From the results list, choose the stock of interest. Note that the Symbol Lookup page also gives you the chance to see a list of the over 200 indexes that we carry on Globeinvestor.

In addition to the technique above, each site has a Reports facility to zero in on specific securities, and a powerful Filter tool that can search across all securities based on search parameters you specify.

An advantage of the approaches above is that you can use them on any PC and there is no registration or login required. But if you find yourself spending a lot of time looking at the same securities each day, you may find it more convenient to look at the options below.

2) Fundlist and Stocklist

The Fundlist and Stocklist facilities allow you to build a list of funds or stocks that you want to track on a regular basis. It is very easy to set up a list. Click on the Create/Update link in the left column on the home page of each site to add or delete funds or stocks of interest. Once set up, go to the appropriate site, and click on Fundlist or Stocklist from the top navigation area. In each case, a report will appear with each row of the report being the most recent information for each fund or stock. Along the top of the report, there are several other 'Tabs' that take you to a different report covering the same securities. You can sort the rows in a list by clicking on a column heading - once to sort down, and again to sort up.

The advantage of Fundlist/Stocklist is that it provides one click access to the securities you want to follow, and it does not require registration or logging in. The main downside is that once set up, you can only access the reports on the PC and browser that you used to establish the list. Note that this approach places a small cookie file on your PC. If you manually clean out cookie files, make sure you use the tools provided for this by your browser, not via Windows Explorer, in order to preserve the cookie file.

Set up a Fundlist now!

Set up a Stocklist now!

3) Globe Portfolio

While Fundlist and Stocklist are useful as a quick gauge of how your investments are performing, they do not provide a record of how well your particular investments are faring in dollars and cents. A stock may have gone up 25% over the last year, but it doesn't do you much good if you bought it one month ago and it has since fallen.

Globe Portfolio provides a way to itemize the exact holdings (i.e., number of shares/units) you have for each asset, and then to track their performance over a variety of time periods. Here are some of the pros and cons of Globe Portfolio:


  • Shows gains and losses, plus return on investment over various periods of time such as one day, one week, one year, year-to-date, 1999, etc. You can login each day and see how much money you made or lost for that particular day.
  • For stocks, you can use the Intraday Report to track your progress during the trading day.
  • Automatically records fund distributions, stock dividends, and splits.
  • Shows returns for items that you used to own (realized), and for items you still own (unrealized).
  • Provides a chart of the market value of your investments versus the money invested, to give you a visual idea of how you are doing over time.


  • Requires that you first register for a username and password. See our Privacy Policy. Users have been known to fib a little on some of the registration details. If that's all that's stopping you from building a portfolio, go ahead and fib.
  • Takes a bit of time to set up a portfolio. For each buy or sell transaction, you need to provide the date, number of units, and price. We will soon be adding features which will speed up the setup process.
  • To reduce setup time, consider using a recent statement (e.g., December 29, 2000) as your starting point. In this case, use the price for each investment at that start date, as opposed to the original purchase date. This of course implies that your performance reports will track your investments from that date forward only.

Find out more about Globe Portfolio

Record Traffic!

During January and February 2001 (the height of the RRSP season), our financial sites hit a record of over 150 million pages served. We thank your for your on-going support. You can thank us by clicking on the advertising that is present on the sites. It is because of our advertisers that we can bring Globefund and Globeinvestor to you free of charge.

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