March 2018 | Portfolio Tool Upgrade

Thank you for your support and trust in making The Globe Investor Portfolio tool the place where Canadians go to manage their investments.  

Starting March 24, 2018 you will have access to powerful new upgrades, including:

  • Real-time data display for all exchanges (TSX, TSX Venture, NYSE, Nasdaq and Amex)
  • Pages will adapt regardless if they are viewed on a desktop, tablet or mobile device; and they load much faster from anywhere

In addition you can look forward to the following new features:

  • Export Portfolio data excel
  • Choose between Holdings and Transactions views of your entries
  • Generate Reports in PDF
  • End of day email summary
  • Integrated Globe Investor editorial
  • Custom data filters

The changes will take effect seamlessly and there is nothing for you to do. As of March 24th, simply log into your new Portfolio on and enjoy the benefits of The Globe and Mail’s best-in-class financial tool.

Please note that the current Basic Portfolio tool will be retired and the last day of free access is on March 23rd, 2018. If you're a current user of the Basic Portfolio and would like to know about the upgrades, please click here.  

Having issues?  Click the chat box on the right-hand side of this screen (if available), or click here to send us a message.