Portfolio Help

Tracking other investments

In addition to Canadian mutual funds and North American stocks, Globe Portfolio allows you to track any other assets you wish, including foreign stocks, GICs, and real estate. Tracking such assets involves 1) recording the current or original market value of the asset, 2) updating the value of the investment periodically using the Update Market Value option on the Portfolio Menu page and 3) recording any income or expenses associated with the asset using the Record Income/Expense option on the Globe Portfolio Menu page.

Get help with…

• Add New Other Investment |
• Record Buy/Sell |
• Update Market Value |
• Record Income/Expense |
• View/Edit/Delete Transactions