BrokerCanadaIn development
BMO InvestorLine portfolio tracker
SnapTrade is still building the BMO InvestorLine integration, so FortuneOK cannot link it automatically yet. You can track your BMO InvestorLine holdings today: import a CSV or Excel file exported from BMO InvestorLine, or add them by hand, right beside every other account, currency and asset class you own.
Automatic BMO InvestorLine sync is not live yet.
SnapTrade is building this integration. You cannot connect it yet, but you can track the account manually in the meantime.
No credit card needed, and the demo opens without an account.
What comes across from BMO InvestorLine
Positions
Stocks, ETFs and funds held at BMO InvestorLine, with quantities and live prices refreshed on every sync.
Cash balances
Uninvested cash in each account, in the currency the account holds it.
Trade history
Buys, sells, dividends and fees, wherever BMO InvestorLine publishes an activity feed. When it does not, FortuneOK rebuilds your entry from the average cost the broker reports, so profit and loss is never blank.
Investors in Canada rarely hold local assets only. FortuneOK handles Canada listings, US listings and LSE UCITS ETFs side by side, each in its own currency, and rolls them into one net worth in the currency you actually spend.
Track BMO InvestorLine manually in the meantime
Add each holding with its symbol and quantity, or enter the trades themselves, and FortuneOK does the rest: live prices, cost basis, real returns, allocation across seven dimensions and progress towards your goals. When SnapTrade launches BMO InvestorLine, connecting takes two minutes and nothing you entered is wasted.
About BMO InvestorLine
BMO InvestorLine is a large Canadian discount brokerage wholly owned by the Bank of Montreal.
Hold accounts elsewhere too?
Connect as many as you like. Each broker gets its own portfolio tab, and a combined view adds them up into one net worth.
Trademark notice
BMO InvestorLine is a trademark of its respective owner. FortuneOK is an independent portfolio tracker and is not affiliated with, endorsed by or sponsored by BMO InvestorLine. Connections are provided through SnapTrade and availability can change without notice. Visit the official BMO InvestorLine site.
