Introducing Portfolio Score

Easily analyze your portfolio's performance

Portfolio Score analyzes your portfolio, enabling you to quickly review your holdings and make well-informed trading decisions.

overall analysis

Comprehensive portfolio analysis

Review and analyse your holdings daily to see your overall portfolio performance at-a-glance and better understand your level of risk exposure.

dimensions

Graded performance with risk exposure analysis

Evaluate your eligible securities1 across five key dimensions: downside protection, performance, diversification, income, and low fees to help you identify your portfolio strengths and opportunities.

benchmark

Benchmark your portfolio

Compare your performance against relevant market indices, showing both your annualized returns and risk-adjusted ratios.

trade

Execute your ideas instantly

Convenient buy and sell buttons help you take action on opportunities, without having to change screens.

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Securities includes Canadian/U.S. stocks and ETFs and Canadian mutual funds.

Note: Portfolio Score is powered by Wealthscope.