Household Balance Sheet
Household · CAD
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Total Net Worth
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Total Assets
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Total Liabilities
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Unrealised Gain
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Today's P&L
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USD/CAD
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SGD/CAD
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HELOC Rate
4.650%
Mortgage Rate
3.750% fixed
Maturity
Mar 2029
Px Source
Yahoo Finance via AI
ASSETS
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Cash & Banking
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TD Private Banking · A
Chequing · CAD
CA$51,210.74
TD Private Banking · B
Chequing · CAD
CA$59,948.13
DBS Multiplier
SGD 82,550.96 · Singapore
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SGD 82,550.96
DBS eMulti-Currency Autosave
SGD 110,818.70 · Singapore
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SGD 110,818.70
Subtotal · Cash
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Real Estate
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Primary Residence
Primary residence · Estimated market value
↓ editable
CA$
Subtotal · Real Estate
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▶
Investment Portfolio
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Subtotal · Investments
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LIABILITIES
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Mortgage · TD CréditFlex
CA$1,375,105.10
Term Mortgage
Fixed 3.750% · Due Mar 2029
CA$1,375,000.00
$7,050.66/mo
HELOC Balance
Variable 4.650% · $1,787,500 limit
CA$105.10
$412,394.90 available
Subtotal · Mortgage
CA$1,375,105.10
Real Estate Equity
Home Equity
Market value minus mortgage outstanding
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HELOC Available
Undrawn revolving facility
CA$412,394.90
of $1,787,500 limit
Monthly Debt Service
Term Mortgage Payment
Due Apr 02/26
CA$7,050.66
HELOC Interest
Due Apr 21/26
CA$105.10
Total Monthly Debt Service
CA$7,155.76
Investment Holdings Detail
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Ticker
Shares
Avg Cost
Live Price
Day Chg
Market Value
Cost Basis
Gain / Loss $
Gain / Loss %
% Portfolio
% Assets
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Sector Exposure · Look-Through
Issuer sector weights × position market value
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Asset Allocation
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Portfolio Weights
Unrealised Gain / Loss %
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Statement Upload
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* USD tickers (SLVP, PICK, QQQ, VOO, URA) converted to CAD at live USD/CAD rate.
* Home value is editable — update the field and net worth recalculates instantly.
* Mortgage data as of Mar 31, 2026 statement · TD CréditFlex