Total Net Worth
—
Total Assets
—
Total Liabilities
—
Unrealised Gain
—
Today's P&L
—
USD/CAD—
SGD/CAD—
HELOC Rate4.650%
Mortgage Rate3.750% fixed
MaturityMar 2029
Px SourceYahoo Finance via AI
ASSETS
—
Cash & Banking—
TD Private Banking · A
Chequing · CAD
CA$51,210.74
TD Private Banking · B
Chequing · CAD
CA$59,948.13
DBS Multiplier
SGD 82,550.96 · Singapore
—
SGD 82,550.96
DBS eMulti-Currency Autosave
SGD 110,818.70 · Singapore
—
SGD 110,818.70
Subtotal · Cash—
Real Estate—
Primary Residence
Primary residence · Estimated market value
↓ editable
CA$
▼ Investment Portfolio —
—
Subtotal · Investments—
LIABILITIES
—
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
* 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
Loading performance history...
Contributors to Return
| Ticker | Weight | Period Ret. | Contribution |
|---|---|---|---|
| — | |||
Sector Performance
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Currency Impact by Position
USD-Denominated Only
| Ticker | Local Ccy. Return | FX Return | Total Return | FX Contribution |
|---|---|---|---|---|
| — | ||||
* 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.
* 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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Statement Upload
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| Filename | Status | Uploaded | Period |
|---|---|---|---|
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