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Globe Portfolio

Frequently Asked Questions
Globe Portfolio

If you are a Globe Portfolio user with a question related to using Globe Portfolio, click here for our on-line Globe Portfolio help section.

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Should I use the fundlist or Globe Portfolio to track my mutual funds?

There are two free services to let you monitor the mutual funds you are interested in: the fundlist and Globe Portfolio.

The fundlist provides a Fund Report for the mutual funds and indexes you specify. The Fund Report includes daily price data and short- and long-term performance data. Setting up a fundlist is quick and easy. Use the fundlist to evaluate funds you are interested in but do not currently own, or to monitor the general performance of funds you do own.

Set up a fundlist now!

Globe Portfolio is a free service that will track the performance of your Canadian mutual funds, stocks and other investments. You set up your portfolio by recording the number of units you own of each investment. Globe Portfolio can tell you every day precisely how your investment has performed for the period you have invested. You can also request charts showing the market value of your investments over time.

Register with Globe Portfolio now! It's free!

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I can't log in to Globe Portfolio. What could be the problem?

If you have forgotten your username or password, we can attempt to locate them. To ensure the security of your information, please send an e-mail to with any part of your username, password, e-mail address, first name/last name, and portfolio names with which you can recall registering. We will then try to locate your information.

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Do you have a feature that will let me track my mutual funds, stocks, and other investments?

Globe Portfolio is our powerful portfolio tracking tool. Find out more about Globe Portfolio.

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