Globe Portfolio – Measure your performance
like no other portfolio tracker can

Globe portfolio uses Internal Rate of Return (IRR) to track your true rate of return over the cash flows (i.e., buys and sells) of your portfolio. As such, they are comparable to the returns of stock indices.

Six separate HTML reports are available:

• Standard report, showing returns for your current holdings since inception
• Period-to-date report, showing returns for one day, month-to-date and year-to-date
• Rolling periods report showing returns for one week, one month and one year
• Annual report showing returns for each of the past two years and current year-to-date
• Gain/loss report showing returns for holdings you sold, holdings you still own, and the overall return of the portfolio since inception
• Intraday report, showing intraday gain loss as the day progresses

Additionally, with our streaming Gold Tracker product, you can view your gains and losses on a streaming tic-by-tic basis in real time or delayed mode.

Other features of Globe Portfolio include:

• Automatic posting of fund distributions and stock dividends
• Automatic handling of splits, symbol changes, name changes
• Proper handling of Canadian and US dollar currencies so that you can measure your performance in Canadian dollar terms