Household Balance Sheet

Household · CAD

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Initializing...

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—

SGD/CAD—

HELOC Rate4.650%

Mortgage Rate3.750% fixed

MaturityMar 2029

Px SourceYahoo Finance via AI

ASSETS

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Cash & Banking—

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—

Real Estate—

Primary Residence

Primary residence · Estimated market value

↓ editable

CA$

Subtotal · Real Estate—

▶ 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

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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 ServiceCA$7,155.76

Investment Holdings Detail

FETCHING...

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

Portfolio Weights

Unrealised Gain / Loss %

* 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