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Investments

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Track your accounts and see your total investments.

Total portfolio

$52,400

+$680 · +1.3% over 3 months

Updated today

Investment accounts

3 accounts across 1 institution

Account	Type	Freshness	Balance
Manually tracked3 accountsManualManual			$52,400

Brokerage account	Brokerage	Updated Aug 8	CA$10,000

Fidelity 401(k)	Retirement	Updated Aug 8	CA$28,150

Roth IRA	Retirement	Updated Aug 8	CA$14,250

Holdings

Holdings will appear here once your brokerage accounts are synced.

Contributions

One-off additions made outside your scheduled check-ins.

No additional contributions logged yet.

ACCOUNT BREAKDOWN

2 categories

Portfolio mix

Investment value grouped by account type. $52,400 total.