- Returns: your money-weighted return (like your broker’s personal rate of return) and the time-weighted return, by account and by holding, compared with an index you pick. Properties since they were bought are there too.
- Allocation and fees: by asset class, country and currency, with what the funds’ MERs cost you each year.
- Dividends: what your holdings should pay over the next 12 months, by month.
- Tax pack: a tax year for each person or company: dividends, interest, foreign tax and capital gains (superficial losses and affiliated persons included), to check against the T3 and T5 slips.
Each list can be exported to Excel or PDF.
Names in bold are the pages, tabs and buttons as the app shows them.
Still a question? Write to support@indivia.app. Your message goes straight to the people who make the app.