Portfolio chat preview
Rule-based demo answers. AI and live market data are not connected.
Copies demonstration data only; review before sharing.
Investment insights
Rule-based analysis of demonstration holdings. Not live AI or investment advice.
Performance overview
To do: Activate weekday end-of-day snapshots after Finnhub and currency verification. Automatic recording is OFF. | Next development: cash-flow-adjusted performance and reliable daily snapshots after verified prices and FX; snapshot automation remains disabled. | Accounting test checklist: Test demo BUY/SELL quantity changes and weighted average cost; deposits, withdrawals, dividends, fees and interest; cash balances in CAD/USD/EUR; reject overselling, overspending and currency mismatches; verify transaction journal and holdings remain consistent after errors; verify repeated submissions and concurrent requests do not double-post or overspend; verify Modified Dietz calculations against controlled deposits and withdrawals; verify insufficient snapshot and mixed historical currency states; verify snapshot readiness displays blockers and creates no records; verify snapshot preview separates currencies and does not write to database; verify add/edit/delete holding controls and linked-transaction delete protection; verify demo-only access and transaction dates. | Verification checklist: Recheck notification preferences on your device; test Microsoft Entra sign-in and API protection; test phone layout, TFSA/RRSP filters, privacy toggle, currency totals, and AI chat before enabling live features.
Mixed CAD and USD values cannot be accurately combined until an exchange rate is configured.
Demo cost basis versus sample current value. Historical returns are unavailable until snapshots and exchange rates are collected.
Period controls show availability; no historical series has been invented.