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How to do it
1. Add an investment account
Create an account for your TFSA, RRSP, brokerage or other investment account.
2. Add holdings
Enter your investments or use an available import option. Check the quantities and currencies.
3. Review account values
See the estimated value of each account and your overall portfolio.
4. Check changes over time
Use the available history to see how account values have moved. Some prices or balances may update later than others.
5. Keep your information current
Review new transactions, holdings and cash balances when your accounts change.
Good to know: Portfolio values are for tracking and planning. Check official statements for trades, taxes and account balances.
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