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Once you are ready to start investing, you will need to open an account with an online brokerage. The assets you select will make up your portfolio.

This tool is for investors who are setting up a new account and want to invest in a portfolio with target weights in mind. It will calculate the number of shares that you should purchase net of trading commissions.

Note: security prices used in the calculation reflect the previous day's market close.

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Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice. For exchange delays and terms of use, please read disclaimer (will open in new tab).

Portfolio Analytics are provided by Wealthscope. Please read Terms of Use (will open in new tab).

Disclaimer

This information is intended for informational purposes only and does not constitute investment advice or a recommendation about securities of any kind. The information herein has no regard to the specific investment objectives, financial situation, or particular needs of any person. Before acting on any general advice, you should consider its appropriateness to your circumstances. To the extent permitted by law, the Globe and Mail, Wealthscope (a service of PW Portfolio Analytics Inc.), their affiliates and content licensors make no warranty as to the accuracy or suitability of any information and accepts no responsibility for errors or misstatements, negligent or otherwise. The information may be based on assumptions or market conditions and may change without notice. No part of the information is to be construed as a solicitation to make a financial investment.