Market value
-
Total across all holdings
CAD
Holdings Allocation
Interactive 3D pie chart
Synced to your managed holdings table. Drag to rotate, scroll to zoom, and click slices or chips to highlight matching rows.
Name
Market value
Unrealized
Quantity
Slice size: selected metric
Click slice: select symbol
Click empty area: clear selection
Portfolio metrics
Aggregate from holdings report
Derived directly from your uploaded holdings-report-2026-02-11.csv. No source values are modified here.
Unrealized P&L
-
vs. book value
-
Top holding concentration
-
-
- holdings
TradingView snapshot
External price visualization
Uses TradingView widgets to visualize prices for selected holdings. This does not alter your uploaded data; it only adds live price context.
Holdings (source: holdings-report-2026-02-11.csv)
This table reads directly from the managed import of your CSV. It is read-only: no data is written back or modified.
| Symbol | Name | Type | Qty | Mkt px | Mkt value | Unrealized | Account |
|---|