Household Balance Sheet

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—

HELOC Rate4.650%

Mortgage Rate3.750% fixed

MaturityMar 2029

Px SourceYahoo Finance via AI

ASSETS

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Cash & Banking—

TD Chequing (Main)

Chequing · CAD

CA$23,150.20

TD Savings

Savings · CAD

CA$51,342.98

Subtotal · Cash—

Real Estate—

Primary Residence

Primary residence · Estimated market value

↓ editable

CA$

▼ Investment Portfolio — —

Subtotal · Investments—

LIABILITIES

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Mortgage · TD CréditFlexCA$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 · MortgageCA$1,375,105.10

Real Estate Equity

Home Equity

Market value minus mortgage outstanding

—

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 ServiceCA$7,155.76

* 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

Investment Holdings Detail

FETCHING...

Ticker	Shares	Avg Cost	Live Price	Day Chg	Market Value	Cost Basis	Gain / Loss $	Gain / Loss %	% Portfolio	% Assets
Fetching live prices via AI...

Asset Allocation

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Portfolio Weights

Unrealised Gain / Loss %

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1D 1W 1M 3M 6M YTD 1Y 2Y 3Y 4Y 5Y

Period Return

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Period Return CAD

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Local Ccy. Return

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FX Impact

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Volatility (Ann.)

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Best Day

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Worst Day

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Portfolio Value

Portfolio S&P 500, indexed

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Contributors to Return

Ticker	Weight	Period Ret.	Contribution
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Sector Performance

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Currency Impact by Position

USD-Denominated Only

Ticker	Local Ccy. Return	FX Return	Total Return	FX Contribution
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* Reconstructed from historical daily closes using your current share counts held constant over the period — doesn't account for trades or DRIP additions within the window.
* Contribution = position weight at period start × its period return; contributions sum to the portfolio's total period return.
* Local Ccy. Return isolates price movement with FX held at the period's starting rate; FX Return is the residual — the two sum to each position's Total Return. FX Impact (KPI above) is the same split rolled up to the whole portfolio.

Sector Exposure · Look-Through

Issuer sector weights × position market value

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Bank Connections

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TD Canada only (via Plaid). DBS Singapore still uses statement upload below.

Account	Type	Balance	As Of
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Recent Transactions

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Combines Plaid-synced bank transactions and parsed statement uploads (e.g. the credit card). "Sync" only refreshes the Plaid side — statement transactions appear as soon as they're uploaded.

Date	Account	Description	Category	Amount
No transactions synced yet

Needs Categorization

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Runs merchant-matching rules against anything uncategorized. Picking a category below saves instantly and also creates a rule, so similar transactions auto-categorize next time.

Date	Account	Description	Amount	Category
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Statement Upload

READY

Account

Drop a statement here, or click to browse

PDF or CSV · 25 MB max · CSV statements for the TD Credit Card account are parsed automatically

Filename	Status	Uploaded	Period
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