TOTAL VALUE$21,260.00100%
Today’s Gain+$248.75+1.25%
Annual Income$82.07$6.84 / month
Portfolio Health80 / 100Very Good
Dividend Yield0.41%

Relevant Today

View all holdings →
●   NVDANVIDIA Corporation+$248.75 (1.25%)
╱╲╱╲╱╲
94.4%Allocation
●   BANK.TOBank of Montreal+$4.00 (0.35%)
╱╲╱╲╱╲
5.6%Allocation

One Thing to Notice

NVDA represents 94.4% of your portfolio.

Consider reviewing concentration risk and diversification opportunities.

View insight →

Value, Cost, Income

View details →
$21,260
Market Value
$0
Cost Basis
$174
Annual Income

Recent News

View all →
AI trade stabilizing as earnings keep bull market intact3 hours ago · Preview
Technology sector volatility remains elevated5 hours ago · Preview
Portfolio Health80 /100
Very Good

Your portfolio is well diversified and balanced.

Investment Details

Web Preview
Calculated yield: 0.13%Annual income: $56.00 · Monthly: $4.67

Purchase Calculator

Stock currency: USD
Purchase estimate10 shares ≈ CAD $2,981.39Added income ≈ CAD $3.81/year
Buying powerMaximum whole shares: 10Cash remaining ≈ CAD $18.61

Estimate only — execution price, broker FX spread, conversion fees, and commissions may change the final amount.

Holdings

3 positions
TickerNameUnitsPriceValueDividend/ShareAnnual IncomeMonthly Income
BANK.TOEvolve Canadian Banks2,531$11.85$29,992.35$1.4560$3,685.14$307.09
NVDANVIDIA Corporation200$219.22$43,844.00$0.2800$56.00$4.67
VDEVanguard Energy ETF50$161.57$8,078.50$4.0290$201.45$16.79
Portfolio Totals2,781$81,914.85$3,942.59$328.55