Mostly Canadian Best Guesses

Generally: Initial position size is $500+, next buy is any $100 increments, initial cash is $20k, go to 8 decimals for transactions, convert USDCAD at time of transaction, Selling on a FIFO basis to reduce UrCB, hover over CB to see $cost/share, trackers started Feb 7, 2025 (can compare against index tracker portfolio here: https://www.digrin.com/portfolio/33084-index-track-and-compare/), cash.to is only ever bought and sold at $50, all dividend positions are DRIPing except cash. No commission or FX fees so ADJ CB should always be $20k. Tracking GoogleSheet: https://docs.google.com/spreadsheets/d/1CtlgASZwkuZmdrjk63br8yWKMcryIme07o9iGjBeizY/edit?usp=sharing

Value: CA$28,277.12
Annual Dividends: CA$338.98
YoC: 1.32%
XIRR : 29.47%
Gain/loss : 41.39%

Portfolio Value Map

Portfolio heatmap shows how your stocks performed within one month - what are the winners and what are the losers for the month. It does include new stock transactions, so the portfolio heatmap shows a change in stock value in your portfolio, not stock performance. (Even if stock price decreases, you might see a positive value if you bought more stock)