Units × live price auto-fetched · live = Yahoo Finance · manual = enter below
| Holding | Units | Avg Cost | Book | Price | Value | Return | Yield | Ann. Div | Source | |
|---|
TFSA Composition
By current market value
Annual Dividends
By holding — estimated yield × value
BTC & ETH · prices in CAD · live via Yahoo Finance
| Coin | Units | Avg Cost | Book | Price | Value | Return |
|---|
Log a buy or sell — units, avg cost & book value update automatically from your transaction history
| Date | Asset | Symbol | Type | Qty | Price | Total | Note | |
|---|
No transactions logged yet · add your first trade above
India Allocation
NRE Cash / NRO Stocks / NRE MFs / NRO Cash
NRO Portfolio Mix
By current stock value (₹)
NRO Portfolio — Indian Stocks
NSE equities · prices in ₹ · live via Yahoo Finance · qty auto-computed from transactions if logged
| Stock | Qty | Avg (₹) | Book (₹) | Price (₹) | Value (₹) | CAD | P&L |
|---|
NRE — Mutual Funds
SIP ₹80,000/month across 7 funds · NAV total updates via live prices
NRE Fund Allocation
By SIP weight (proxy for target allocation)
India Accounts
Cash across NRE / NRO accounts
Fill the row at the bottom to log a new month — all columns save automatically
Monthly Investment
TFSA + India + Other — stacked by category
Savings Rate Trend
% of income going to investments each month
Snapshot-by-snapshot breakdown · mirrors Excel Metrics sheet
| Date | Net Worth | Δ CAD | Δ Days | CAD/Day | Since Start | |
|---|
24-Month Projection
90-day momentum · best historical period · avg savings pace
Key Ratios
Portfolio health at a glance