Portfolio Compass
Private investment dashboard · Local-first
No brokerage connection Prices are optionalPortfolio performance
Returns adjust for net external contributions and withdrawals recorded for each period. Internal transfers between your accounts are not external cash flows. Returns are simple cash-flow-adjusted estimates, not time-weighted returns.
TFSA contributions by calendar year
New money contributed to your TFSA, tracked separately from investment gains. Withdrawals are shown separately. This is a personal record, not a CRA contribution-room calculation.
Portfolio concentration
Important
Portfolio totals are estimates using stored reference quotes, not real-time executable prices. Missing quotes are excluded from the estimated total and clearly flagged. Your holdings remain saved locally on this device.
Holdings
Add or update holding
Cash balances (CAD)
Price references
Quotes are not live. You can update them occasionally, without re-entering holdings. Prices are shared across accounts.
Update a price
USD/CAD exchange rate
Applies only to USD holdings, including KMI.
Investment action plan
Research notes only — no orders are placed or submitted.
Risk checks
Performance history
Save dated portfolio valuation snapshots to establish weekly and year-to-date comparisons. A complete valuation requires a usable quote for every holding. Earlier periods cannot be calculated until you have a valid starting snapshot.
Cash-flow adjustments
Enter net deposits minus withdrawals for each period. Leave at zero only when there were no external cash flows.
TFSA contribution and withdrawal history
Record external TFSA contributions and withdrawals. Buying or selling investments, dividends, and market gains are not contributions. Enter historical transactions when known; don't invent amounts.
This tracker does not automatically change your TFSA cash balance or replace CRA records. Withdrawn amounts generally become available for recontribution the following January 1, subject to TFSA rules.
Backup and restore
Export a JSON file and keep it in a private location such as iCloud Drive. This protects against browser storage being cleared. The file contains financial holdings: treat it as sensitive.
Storage and privacy
Information is stored in this browser's local storage on this iPhone. Cloudflare hosts the app code but does not receive your portfolio through this app. Clearing Safari website data, changing browser/device, or private browsing can remove access to saved data. This is not encrypted-at-rest independently of your device's protections.