Add Company
Look up a stock symbol to auto-fill the company name, or enter manually.
Set a password to activate your account. Use at least 12 characters with uppercase, lowercase, a number, and a symbol.
Manage companies, portfolios, funds, composition, the Canada robo vs ETF page, and database backups.
You have read-only access. An admin must make changes.
Look up a stock symbol to auto-fill the company name, or enter manually.
Search by symbol or name — fields are auto-filled from the market data API.
Select a search result to auto-fill, or enable manual entry.
Each card is one portfolio. Add a holding on that card — you do not need to change existing weights first.
Choose a portfolio and attach a fund. Existing weights on that portfolio are left as they are.
Choose a robo portfolio or all-in-one ETF and assign a risk group so it compares fairly on Robo vs ETF.
Grouped by Conservative, Balanced, Growth, and Aggressive. Change the group or visibility inline; hidden rows stay off the public page.
Email an invite so they can set their own password (12+ characters with uppercase, lowercase, a number, and a symbol). Admins can change the site. Read-only users can view it. Add-funds users can onboard stocks and funds.
Download a SQL copy of this D1 database. You can load that file into a new Fund Compare instance if this one needs to be rebuilt.
The file includes schema, site data, migration history, and user accounts (password hashes). Store it privately.
Row counts refresh when you open this tab.
d1_migrations history.database_id in wrangler.toml and deploy the Worker.npx wrangler d1 create fund-compare-db npx wrangler d1 execute fund-compare-db --remote --file=fund-compare-backup-YYYY-MM-DD.sql