05 Sept 2025

Track your returns with performance charts

All accounts now display performance charts, allowing you to track returns over time.

View your portfolio's growth across different periods: 1 month, 3 months, 6 months, 1 year, tax years or all time. The chart displays your portfolio value over time, taking into account contributions, growth, dividends, and withdrawals.

At a glance, see your current value, total gains, and percentage return for the selected period.

Performance charts are available on TFSA, Discretionary accounts, Emergency Savings, and Savings Pots.