Quote Pal
Track up to 10 of your favourite stocks
Resources
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?
