YOUR MONEY. YOUR MIX.
Build a portfolio. Explore risk. See what changes.
See what you own, change your amounts, and explore how your money is split.
EVERY DOLLAR, ACCOUNTED FOR
Your portfolio starts as cash. Visit Build portfolio to add investments and build your mix.
A holding is an investment in your portfolio. $100 in Apple and $200 in a stock ETF are two holdings. Your remaining cash is part of the portfolio too.
A share is a small piece of a company or fund. This tool allows fractional shares: you can practise with part of a share. Units are a similar way to count crypto or the practice bonds. Your entered dollar amount is what counts toward your budget.
Allocation means how you split your money. If you put $250 of a $1,000 budget into one investment, its share of your portfolio is 25%.
| Investment | Investment type | Account | Share of your money | Amount CAD | Remove |
|---|---|---|---|---|---|
| Available cashCash earns no interest in this tool | Cash | 100.0% | $1,000.00 | ||
| Total | 100.0% | $1,000.00 |
ONE BIG HOLDING?
Add investments to see your money mix change. There is no perfect mix for everyone.
SPREADING YOUR MONEY
Some ETFs own the same companies. For example, VFV and XAW both include U.S. companies, including Apple. Adding baskets doesn’t always mean adding different things. Spreading your money can reduce some risks, but you can still lose money.
WHAT IT COSTS
We estimate yearly costs using your ETF amounts and the fund fee rates we’ve checked. Fees we haven’t checked are left out, so $0 doesn’t mean every fund is free. This estimate isn’t taken from your budget. We assume no buying, selling, or currency-conversion fees. Cash earns no interest here.