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Detail shot of an old share certificate
Detail shot of an old share certificate

Monitoring stock performance

How to monitor stock performance Add to ...

Knowing how your stocks are doing can help you make better investment decisions and stay on track to meeting your financial goals.

1. Review your account statements

Review all records and account statements you receive to see how your investments are doing and keep track of the costs you’re paying. Then compare the performance of your stocks against your goals and the guidelines set out in your investment policy statement, if you have one.

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2. Check stock tables

You can find stock tables in the business section of most newspapers and online. Tables can give you useful information about changes in a stock’s value and trading activity.

3. Compare against benchmarks

A benchmark is a market or sector index. Examples: S&P/TSX indices. Compare a stock’s performance to an appropriate benchmark to see how it has performed compared to the market or sector in general. If a stock consistently underperforms its index, it may be a warning sign.

4. Get current news on the companies you're invested in

Keep up to date on company news, including any corporate changes. Read recent disclosure documents and any other timely information that comes from the company, like news releases. You can also get information from many third-party sources like newspapers, trading sites and analyst reports. Learn more about how to get information on a company.

5. Use indicators to re-assess investment decisions

Review the indicators you used to assess the stock before you bought it. They can help you decide whether to hold or sell a stock.

6. Consult your adviser

If you have an adviser, ask them to explain why prices have suddenly fallen or risen — and what that means for your stock portfolio.

7. Follow stock market news

Are we in a bear market? A bull market? Is the market up or down in general? Stock prices are affected by what's happening in the market, not just at an individual company. You can find lots of information at the Toronto Stock Exchange.

8. Keep up with general economic news

Read the business sections of major newspapers to find out what's happening in the economy. Are interest rates going up? What's the inflation rate? How is the Canadian dollar doing against other currencies? Learn more about how economic factors can affect stock prices.

Content in this section is provided in partnership with Investor Education Fund, a non-profit organization founded and supported by the Ontario Securities Commission that provides unbiased and independent financial tools to help Canadians make better money decisions. To find out more, go to: GetSmarterAboutMoney.ca


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