📊 Growth Sleeve Command Center

v2.0.2 ⏳ Proxy...
Import Portfolio
How to export:
Wealthsimple โ†’ Reports โ†’ Holdings Report โ†’ Download CSV
Questrade โ†’ Accounts โ†’ Holdings โ†’ Export CSV
TD/RBC Direct โ†’ Accounts โ†’ Holdings โ†’ Download

Supported brokerages:
Wealthsimple ยท Questrade ยท TD Direct ยท RBC Direct ยท IBKR Phase 2 features:
Benchmark chart ยท Conviction scores ยท Rebalancing engine
Tax placement advisor ยท Contribution planner

Price data: Fetched from Yahoo Finance, cached 24h
Total Portfolio
-
CAD
Cash %
-
of total
Largest Position
-
aggregated
Holdings
-
unique tickers
Avg Conviction
-
0-100 score
Rule-Based Alerts
โœ… Import a portfolio to see alerts
Performance vs Benchmark
Portfolio Return
-
Benchmark Return
-
Excess Return (ฮฑ)
-
ℹ️ Held-static model: chart assumes your current positions were held for the entire period. It does not reflect actual purchase dates, contributions, or withdrawals. For your real return, check Wealthsimple โ†’ Performance. Shorter periods (1M, 3M) are more reliable than 1Y.
Conviction Scores
Momentum 40% ยท Rel. Strength 40% ยท Drawdown 20%
Ticker Mom 6M Rel. Str. Drawdown Score /100 Action Weight % Flag
Load a portfolio to compute conviction scores
Watchlist
Score candidates before you buy
Ticker Mom 6M Rel. Str. Drawdown Score /100 Signal vs Portfolio Avg
Add tickers above to score them against your benchmark
Target Allocation Editor
Targets - auto-populated after import 0.00%
Rebalancing Engine
Drift Analysis
Ticker Current % Target % Drift Drift Bar Status
Load a portfolio with targets to see drift
Tax Placement Advisor
โ„น๏ธImport a portfolio to see tax placement recommendations.
Portfolio Allocation
Ticker Account Shares Price (CAD) Value (CAD) Weight % Flag
Import a Wealthsimple Holdings Report CSV to view allocation