Questrade Portfolio Rebalancer - CCP

Amount to Contribute (recommended) $
Cash in Account (optional) $
Fund Desired % Current Value Current % Ask Price Units to Buy Completed
BMO Aggregate Bond Index (ZAG.TO) % $ % $
Vanguard FTSE Canada All Cap (VCN.TO) % $ % $
iShares Core MSCI All Country World ex Canada (XAW.TO) % $ % $
Total 100% $

Weighted Management Expense Ratio:

Preset Models: | also see Canadian Portfolio Manager ETF Model Portfolios (cheaper)

How to use:

  1. Enter an amount to contribute
  2. Enter the current amount of cash in your account (if any)
  3. Important: Set your desired ratios by manually entering them in or selecting a preset model from the dropdown
  4. For each fund: enter the current value and current ask price
  5. Once all the data is entered, the number of units to buy per fund is shown along with the leftover cash amount
  6. If there is leftover cash, calculations are done to recommend whether or not you should purchase additional units to invest most of your cash
  7. As you're buying the funds, you can check the box beside each to keep track

Source: Canadian Couch Potato - ETFs Model Portfolio (mirror)

With TD and not Questrade? TD e-Series Portfolio Rebalancer


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