Each bar shows the percentage of your entire portfolio. Positions held in several accounts are combined.
Estimates use manually entered price references, not live market quotes. A price may be stale. No investment recommendation is automatically generated.
Percentages show the holding’s share of its account and of your combined portfolio.
Trades entered here adjust your holdings and cash balance. This is a local record only; no order is sent to Questrade.
Trades are recorded in CAD. For USD-denominated trades, enter the CAD-equivalent execution price (including conversion effects separately as appropriate). Do not use this ledger as an official tax or broker record.
No trade ideas are preloaded. Use current research before making investment decisions.
Your portfolio is saved in this browser's local storage on this device. It is not transmitted to a server by this app. Browser storage can be erased by clearing website data, changing devices, private browsing, or iOS storage management. Make regular encrypted backups and protect exported files. Backups use a password you choose; losing the password makes them unrecoverable.
These are manually maintained valuation inputs. They are not live quotes. Changing a ticker's price updates all holdings of that ticker.
This permanently clears locally saved portfolio information. Export an encrypted backup first.
Portfolio Compass · Personal recordkeeping tool · No live prices, brokerage connectivity, or trade execution.