GlobeinvestorGold Portfolio offers you one of the most powerful portfolio-tracking tools available today on the Web. If you have a stock portfolio on Canoe Money, this tour will show you how easy it is to transfer your portfolio to GlobeinvestorGold Portfolio. You may want to print this page and refer to it as a guide.

1. Register for your Username

The first step is to register for your username and password. When you are entering personal information into GlobeinvestorGold Portfolio, you want to know about what is being done with that information and how it is being cared for. Our Privacy Policy defines clearly that the information you enter in setting up your portfolio is kept confidential and secure to the best of our ability. Registering helps ensure that your information is available only to you.

When you have completed this screen, click the Submit Registration button. A confirmation screen appears welcoming you to GlobeinvestorGold Portfolio.

2. Create a Portfolio

Next, you'll be prompted to name your portfolio.

Enter a portfolio name in the box and click Create.

A confirmation page will appear. Click the special portfolio transfer link for Canoe Money users.

3. Transfer Your Portfolio

Log into your Canoe Money portfolio and view a portfolio report. Hold down the left mouse button while dragging the mouse pointer over the portfolio report. The report will be highlighted. Ensure that the whole report is highlighted.

Copy and paste the report into the GlobeinvestorGold Portfolio import box as shown above. Click Submit.

A confirmation page will appear, like the one above. Click Submit to add the stocks to your new GlobeinvestorGold Portfolio.

4. View Portfolio Reports

To view reports, click the Portfolio Menu link that appears on any page. The main menu will appear. Click Standard under the Reports heading.

GlobeinvestorGold Portfolio offers six different reports, so you can find out exactly what you need to know to evaluate your portfolio's performance. Find out more about the portfolio reports.