May 2018 | Portfolio Tool Upgrade & FAQ

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

For the complete and up-to-date New Portfolio FAQs, please click here.

For brief How-To videos for your new Portfolio, click here.

For the Notice on Portfolio Software, click here.

For the Release Notes, click here.

Click to view a Comparison Chart of the features in the old Portfolio vs. the New Portfolio.  

Starting May 2nd, 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 to 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. Upon launch of the new Portfolio, 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 in the very near future. 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.