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Navigators: Mobile Gets an Upgrade, New Ways to Analyze Your Portfolio

Written by The Inspired Investor Team | Published on November 23, 2021

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We haven't shared an update in a while, but that doesn't mean we haven't been working hard on new initiatives to support your investing journey! Read on to find out what we've been up to.

Mobile Gets an Upgrade

Level 2 quotes1. More activity history. Margin excess visibility. Those are just a few of the new RBC Direct Investing features you'll find in the upgraded RBC Mobile app2. With the updated app, you can access free Level 2 quotes for TSX and TSX-Venture-listed securities, which means no more switching back to a desktop to find them. Active Traders with signed agreements can also access Level 2 quotes for NASDAQ-listed securities. You can also view your portfolio activity history for up to 15 months instead of just three months. Plus, margin excess now appears directly below the account balance section of the Account Details page. Head to the App Store or Google Play† to upgrade to the latest version of the RBC Mobile app.

Portfolio Analyzer Now Has Group Feature

You asked, we added. We heard from you that it was important to be able to group your accounts to give you a big-picture view of your overall asset mix to determine how you're diversified. The new Account Groups button in the Portfolio Analyzer now allows you to do it! You can set up a group of accounts, then take a look at your exposure by country, industry sectors or individual securities. Plus, you'll also find a feature that lets you compare your portfolio's asset mix and risk/return to profiles created by RBC Global Asset Management (GAM), and to indices such as the S&P/TSX Composite, Dow Jones Industrial Average or S&P 500. Check out How to Analyze Your Investment Portfolio to learn more.

Quotes

Access to free real-time streaming quotes3 has expanded online! Now everyone can see stock and ETF quotes update automatically tick by tick with the market on your detailed quote page and in the Watchlist widget (the blue star on the upper right side of your page online). Use the streaming toggle to switch them ON.

More ETF Data on Your Holdings Page

A while back we added more information for Canadian and U.S. stocks on your Holdings page, including key stats, new links and additional data points. Now we've done the same for exchange-traded funds (ETFs) in your portfolio.

Once you select the Intraday and Settlement Currency views on your Holdings page, click on the “chevron" beside your security to expand your view to find the new inclusions.

In case you missed it…

New Trading Dashboard Rolls Out

You may have heard there's a new Trading Dashboard, but have you checked it out yet? Here's a quick list of tips and resources we've shared previously to get you started:

Note: The legacy Trading Dashboard will remain available for a limited time – both to give you time to get acquainted with the new one and to allow us to make a few more refinements.

Site navigation tips:

RRIF Management: For those of you with a Registered Retirement Income Fund (RRIF), you can view your minimum annual withdrawal requirement online, and also modify and manage your scheduled payments. Find out more in How to View Your RRIF Information and Make Changes.

U.S. Account side: You automatically have a U.S. dollar account side for each of your accounts (except for RESPs). Check out Your Guide to Trading in Canadian and U.S. Dollars to find out how having two sides to your account – a U.S. dollar side and a Canadian dollar side – benefits you.

Until next time! Find our last edition here.

RBC Direct Investing Inc., RBC Global Asset Management Inc. and Royal Bank of Canada are separate corporate entities which are affiliated. RBC Direct Investing Inc. is a wholly owned subsidiary of Royal Bank of Canada and is a Member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Royal Bank of Canada and certain of its issuers are related to RBC Direct Investing Inc. RBC Direct Investing Inc. does not provide investment advice or recommendations regarding the purchase or sale of any securities. Investors are responsible for their own investment decisions. RBC Direct Investing is a business name used by RBC Direct Investing Inc. ® / ™ Trademark(s) of Royal Bank of Canada. RBC and Royal Bank are registered trademarks of Royal Bank of Canada. Used under licence. © Royal Bank of Canada 2021.

† App Store is a trademark of Apple Inc.

† Google Play and Google Play logo are trademarks of Google LLC.

1 Level 2 quotes are available on stocks and ETFs that trade on the TSX and TSX-Venture exchanges for all clients. Level 2 quotes are also available on stocks and ETFs that trade on the Canadian Securities Exchange and Nasdaq for Active Trader clients upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site.

2 RBC Mobile is operated by Royal Bank of Canada, RBC Direct Investing Inc. and RBC Dominion Securities Inc.

3 Real-time streaming quotes are available automatically to all clients for exchange listed equities, ETFs and most over-the-counter (OTC) securities. Real-time streaming quotes for options and grey market OTC securities are available to Active Traders and Royal Circle clients upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site.

Any information, opinions or views provided in this document, including hyperlinks to the RBC Direct Investing Inc. website or the websites of its affiliates or third parties, are for your general information only, and are not intended to provide legal, investment, financial, accounting, tax or other professional advice. While information presented is believed to be factual and current, its accuracy is not guaranteed and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author(s) as of the date of publication and are subject to change. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by RBC Direct Investing Inc. or its affiliates. You should consult with your advisor before taking any action based upon the information contained in this document.

Furthermore, the products, services and securities referred to in this publication are only available in Canada and other jurisdictions where they may be legally offered for sale. If you are not currently resident of Canada, you should not access the information available on the RBC Direct Investing Inc. website.

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