🚀 Getting Started
- Launch the app and complete the onboarding screen
- Tap + to add your first security
- Enter the symbol (e.g., VFV.TO for TSX, AAPL for NYSE)
- Refresh prices with the refresh button
Features
Portfolio Tracking
Track your stocks, ETFs and funds with real-time prices via Yahoo Finance.
Cash Management
Keep an eye on your cash accounts and their evolution.
Other Investments
Manage your external investments like Desjardins funds with CSV import.
Watchlist
Watch securities you're interested in before investing.
Historical Charts
Visualize price evolution from 1 month to 5 years.
Daily Snapshots
Automatic daily backup of your portfolio state.
Fee Tracking
Record your management, acquisition and sale fees.
Transactions
Complete history of your buys and sells with CIBC import.
iCloud Sync
Your data automatically synced across all your devices.
User Guide
📱 Account Types
- Stocks - Listed securities with real-time prices
- Cash - Savings accounts and money market funds
- Other Investments - External funds (Desjardins, etc.)
📥 Importing Desjardins Funds
- Go to fondsdesjardins.com
- Change the category to K (Réseau des Caisses)
- Click Filter
- Download the CSV file
- In the app, open Desjardins Funds and import the CSV
👁️ Watchlist
The watchlist lets you track securities without owning them:
- Add securities manually or import a CSV
- Click on a security to see its historical chart
- Refresh prices in real time
📊 Portfolio History
The app automatically saves a snapshot of your portfolio daily when closing. Check the history to see:
- Total value evolution
- Stocks / Cash / Other breakdown
- Trends over different periods
Frequently Asked Questions
Where do stock prices come from?
Prices are fetched via the Yahoo Finance API. They are generally real-time or with a slight delay depending on the market.
How do I add a Canadian security?
Add the .TO suffix for TSX (e.g., VFV.TO) or .NE for NEO Exchange (e.g., AAPL.NE for Apple CDR).
Is my data secure?
Yes, your data is stored locally and synced via your personal iCloud account. No data is sent to third-party servers.
Can I use the app on multiple devices?
Yes, with iCloud sync enabled, your data is available on all your Apple devices connected to the same account.
How are currencies handled?
The app supports multiple currencies (CAD, USD, EUR, etc.) and automatically converts values to CAD for the portfolio total.