Get started by printing this page (a printed version will make it easier to follow along with the steps below). Then click here to start Step 1 and create a portfolio.

1. Create a Portfolio

In GlobeinvestorGOLD Portfolio, a portfolio is like a file folder where you put important information about your mutual fund investments. You can have more than one portfolio, just as you can have more than one file folder, so you can organize your investments in a way that is meaningful to you. In one folder you may put all your investments related to your RRSP, and in another folder you may put all of your investments related to your children's education.

Enter a portfolio name in the box and click Create.

A confirmation page will appear. Click the Add Funds and/or Stocks button.

2. Record Your Holdings

Use this page to set up your portfolio quickly. GlobeinvestorGOLD Portfolio makes the task of setting up a portfolio easier by automatically adding dividends and mutual fund distributions to your portfolio, and by adjusting your holdings for any stock splits.

To save your portfolio, click the Add to my Portfolio button. A confirmation page will appear. Click View Portfolio Reports.

Ready to record your investments? Click here.

3. View Portfolio Reports

GlobeinvestorGOLD Portfolio offers six different reports, so you can find out exactly what you need to evaluate your portfolio's performance.