A Real Portfolio — Every Trade Tracked

Punjabi Finance
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Live Portfolio Dashboard
A Real ... Portfolio —
Every Trade Tracked.
Most people talk about investing. Very few show their real portfolio.
Built over
Portfolio Overview Live
Total Value
...
Canadian Dollars
Unrealized P&L
...
...
Positions Held
...
Active holdings
Investing Since
2017
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Disclaimer: Shared for educational & transparency purposes only. Nothing constitutes financial advice. Past performance does not guarantee future results. Always do your own research.
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Licensed Advisor · 8 Provinces
Life, disability & critical illness insurance — by Rattan
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Portfolio Growth 9 Years
$0 → — — The Full Journey
Stocks + funds combined. Every year from 2017.
Started
2017
First investment
Current Value
—
Stocks + funds
Growth
—
Compounding
Total Portfolio
Stocks
Funds
Year-end balances · CAD · Pinch to zoom · Double-tap to reset · Not financial advice
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Portfolio Allocation Live
Full breakdown of every position — including allocation, cost basis, and performance.
Ticker Shares Avg Cost (USD) Current (USD) Book Value (CAD) Market Value (CAD) Allocation P&L (CAD) P&L %
Total Portfolio ... ... 100% ... ...
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Wealth Protection
Rattan is a licensed insurance advisor across 8 provinces — life, disability, critical illness & more.
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Return by Position
See which positions are driving returns — and how I manage winners vs underperformers.