Investment Dashboard

Monitors shares and ETFs. Built from a $50,000 CAD TFSA plan (Wealthsimple Self-Directed TFSA). No holdings are assumed until you enter units owned.

Prices for the original five holdings are the Friday, October 30, 2026 TSX close. They are not live prices. Update a price manually before placing any order, and check it again at the open. TSX hours: 9:30 AM-4:00 PM ET (7:30 AM-2:00 PM MST).

-Whole-share planned cost
-Budget left over
-Blended MER (on target amounts)
-Value of units you own

Holdings

TickerName / focusTypeTarget $Price $Whole sharesCost $Units ownedOwned value $MERPrice date

Whole shares = floor(target amount / price). Edit a holding below, or change its units owned in the table when you buy.

Add an ETF or share

Your changes are saved in this browser (local storage). They are not saved to GitHub automatically - export CSV if you want a copy.