May 2018 | Basic Portfolio being retired

In June 2018, your Globe Investor Portfolio will only be available as part of a Globe and Mail digital subscription – the all-access pass to www.globeandmail.com.

If you attempt to access your account you will be prompted to subscribe to a paid account. We encourage you to try all the benefits that come with a Globe and Mail subscription. 

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. 

Why the change?

We’ve upgraded all our already award-winning best-in-class Portfolio tools. This means Portfolio access is now part of a subscription membership tier that unlocks full access to the most-trusted voice in Canadian journalism, market data and investing tools.

Recent enhancements to Globe Investor Portfolio include:

  • Data is now Real-time for all exchanges (TSX, TSX Venture, NYSE, Nasdaq and Amex)
  • Pages adapt regardless if they are viewed on desktop, tablet or mobile device and load with lightning speed
  • Export your data in excel
  • Choose between Holdings and Transactions views of your entries
  • Generate powerful brokerage-style reports in PDF
  • End-of-day email summary
  • Fully-integrated Globe Investor editorial
  • Custom data filters

Throughout www.globeandmail.com we’ve added:

  • Stock prices quoted in Real-time for all North American markets, including TSX, TSX Venture, CSE, NEO, NYSE, Nasdaq and Amex. Automatic price changes; complimentary StockReports+ research (Thomson Reuters) and Analyst Coverage (Zacks).
  • Enhanced Mutual, Segregated and Hedge Fund coverage, including comprehensive fact sheets (Fundata).
  • New Exchange Traded Funds content including fact sheets and a screener tool to help make purchasing decisions.
  • Watchlist updates in Real-time. New features include Excel export, Price Flags and Notes.
  • Contracts for Commodities and Currencies from the Montréal Exchange, Comex, CBOT and NYMEX (including emerging categories like Bitcoin).

In addition your www.globeandmail.com account gives you:

  • Unlimited Globe and Mail news and editorial, including award-winning advice from contributors such as Rob Carrick, Jennifer Dowty, Scott Barlow and John Heinzl.
  • 2,800 unique Globe stories each month – 60% more than appears in print.

And you’ll have the knowledge that you are supporting quality Canadian journalism in a time where perspective and trust matters more than ever.

What happens to my data?

As long as you are a www.globeandmail.com digital subscriber you will have seamless access to your Portfolio data. There is nothing for you to do. We will handle porting your Basic Portfolio data over to the new platform. After the transition is made, simply log into your Globe Unlimited account to access the new Portfolio and enjoy the benefits of The Globe and Mail’s best-in-class financial tool. Users of the Basic Portfolio have been unable to add new Portfolios for quite some time, however you will be able to add new Portfolios once the transition is made on or after May 2nd, as well as continue to edit your existing ones.  

Users not currently subscribed to Globe Unlimited will receive a communication from us prior to the transition. If you don’t wish to Subscribe we invite you to use our always-free Globe Investor Watchlist tool – also in Real-time. If you’re not ready to try our new Portfolio now, your data will be waiting should you want to subscribe, in the future.

We hope that you will try the new Globe Investor and join us in experiencing the place where Canadians go to manage their investments.

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