My Folder is essentially an on-line filing cabinet for all your financial calculations – What could better?
Within the Financial Planning and Budgeting section there are over 25 specifically designed calculators and spreadsheets called IFM Tools. These tools help crystalize where your finances are today and assist you in projecting and forecasting where they might be in the future. Once you have invested the time to create these spreadsheets and calculations you have the option to print a hard copy or simply save them to My Folder. Once your documents are saved to My Folder, they are there for you to access at any time in the future. If your circumstances change simply go in retrieve, record, and save the changes. Your document is automatically updated in My Folder.
In order to save your calculations you will need to create a free account.
My Folder Sample
My portfolio is a tool to help you keep track of all your investments. – group them together as a single portfolio or group them by account type (RRSP, TFSA, RRIF, LRSP, RESP, etc.). My Portfolio also lets you customize the information displayed – up to 8 pieces of information (price, dividend, trading volume, etc.) that you select from a list of 23 options.
My Portfolio also helps you to create and track fantasy portfolios. Have you ever thought about using a different investment approach, but were afraid to use your hard earned savings as a guinea pig ? Well, My Portfolio lets you test new investments or strategies without putting your savings at risk. Give it a try!
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