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Check Up: 5 Ways to Stay on Top of Your Investments
Written by The Inspired Investor Team | Published on July 10, 2024
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Between family, work, hobbies and more, life can get busy. Whatever your plans are for the coming months, here are five ways to help you stay on top of your investments.
1. Keep track of key dates. Take some time to ensure you know what dates are important to your portfolio and investing strategy. You can visit our Earnings & Events Calendar page (under Research > Research Tools) and make note of upcoming economic events, dividend dates, and earnings dates. You can also find upcoming dividend and earning dates on the Detailed Quote page for your holdings and the stocks/ETFs on your watchlists.
2. Make sure everything is up to date. This will be different for every portfolio. You might want to consider, for example, reviewing any good through dates of your open orders to ensure you know when they expire. Visit our Order Status page (under Trade & Transfer > Transactions > View Order Status) or in the RBC Mobile app1.
3. Consider Pre-Authorized Contributions. Want to build your savings steadily over time? You can set up regular automatic, pre-planned deposits to your RBC Direct Investing accounts in the amount and frequency that’s right for you.
4. Keep watch. Creating a Watchlist is a simple way to find information about a company's stock performance, financial results, news releases, media mentions and analyst ratings in one location. If you’re new to Watchlists, add stocks and ETFs that you might be interested in to your list and use the ‘Date Added’ and ‘Chg Since Added’ fields to track how prices change. If you already use Watchlists, you might want to review the stocks and ETFs currently on your list, add any others you’re interested in and remove any you’re no longer interested in.
5. Set up alerts. Use the Stock & Market Alerts tool (under the Monitor tab) to receive convenient price, volume, news and event alerts for stocks and ETFs that interest you.
If you need to check on your portfolio on the go2, RBC’s Mobile app1 provides a quick snapshot of the latest updates. The ‘Recent Events Driving Your Holdings’ section of your online investing site Home page also provides insights about events that impact your holdings.
For more information, check out Automate to Accumulate.
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RBC Direct Investing 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 Canadian Investment Regulatory Organization 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 2024.
1 RBC Mobile is operated by Royal Bank of Canada, RBC Direct Investing Inc. and RBC Dominion Securities Inc.
2 The products, services and securities referred to on any RBC Direct Investing automated service (as defined in the Operation of Account Agreement) are only available in Canada and other jurisdictions, where permitted by law. The information provided on any RBC Direct Investing automated service should not be construed as an offer or solicitation by RBC Direct Investing to sell any products, services or specific securities in any jurisdiction outside Canada. Information available on any RBC Direct Investing automated service is intended for access by residents of Canada only.
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. Information available on the RBC Direct Investing website is intended for access by residents of Canada only, and should not be accessed from any jurisdiction outside Canada.
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