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Tracking Trends Over Time

Last updated: 2026-03-05

The Trends page shows your portfolio value over time as a chart.

You can view different time periods: 1 week, 1 month, 3 months, 6 months, 1 year, or all time. Just tap the time period you want and the chart will update.

The chart shows your total portfolio value on each date. Below it, you’ll see your return in dollars and as a percentage for the selected period.

You can also compare individual accounts by selecting them from the dropdown. This is a good way to see how your different accounts are performing relative to each other. For example, you might want to check how your TFSA is doing compared to your RRSP over the past year.

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