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Globe Portfolio

Track Your Mutual Fund Portfolio

Globe Portfolio allows you to monitor your mutual fund investments in a way that no other tracking system on the Web has done before. On a daily basis it allows you to determine how much money you have gained or lost since you began investing.

You can also see exactly how your own investments have fared versus benchmarks such as the S&P/TSX 60 on a fund-by-fund and total portfolio basis. reduces the chore of setting up your portfolio and maintaining it on an on-going basis in several ways:

On a fund-by-fund basis or for a portfolio as a whole, you can also request a chart showing the market value of your investments over time versus the amount invested.

And, most important, Globe Portfolio is a free service available to all users!

Getting Started

In order to maintain your portfolio information and make it available only to you, you must register. Click here to register. You will be asked to provide basic identification information and to select a Username and Password.

After you have completed the registration process, you can proceed to set up your portfolio, and there is complete online documentation plus a Quick Start tutorial to get you started. There is a "Help for this page" link on every screen, so if you have questions, the answer is probably just a click away.

We invite you to take advantage of this powerful new feature of, and, as always, we welcome your comments and suggestions on how we can make it even better! Just Contact Us!

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