Investment Tracking

By the FlowVista team

How to Track Your TFSA & RRSP Performance

Most Canadians have no idea how their registered investments are actually performing. Your brokerage shows you a balance, but not whether you are keeping pace with the market. Drag in your investment-statement PDF, confirm the holdings FlowVista parsed, and it benchmarks your returns against the S&P/TSX Composite and S&P 500 so you can see exactly where you stand.

5 min read PDF statement import Free — no sign-up required
What You'll Need
Step-by-step

Import and Analyse Your Portfolio

  1. 1

    Download Your Statement as a PDF

    Log in to your brokerage or group benefits portal and look for a Statements or Documents section. Download your latest investment statement as a PDF — the same quarterly or monthly statement your provider already produces. It contains your account type (TFSA, RRSP, etc.), holdings, and market values. Questrade, RBC, and Sun Life group plans parse fully today, with more formats rolling out.

    Where to find it by institution:

    • Questrade — Reports → Statements
    • RBC — Account Activity → Statements & Reports
    • Sun Life (group plans) — Documents & Forms
    • TD Direct Investing — Accounts → Documents & Statements
    • BMO InvestorLine — My Portfolio → Statements
    • CIBC Investor's Edge — Account Management → Statements
    • Scotiabank / Scotia iTRADE — Documents → Statements
    • Wealthsimple — Settings → Documents
    Tip If you have multiple accounts (e.g., a TFSA and an RRSP), you can drag in a separate statement PDF for each. FlowVista tracks them as separate accounts and rolls them into one net-worth view.
  2. 2

    Drag the PDF into FlowVista

    Open FlowVista, go to Settings → Data, and drag your statement PDF into the import dropzone. FlowVista parses the statement right there and shows you a review screen before anything is saved.

    The parser reads your holdings, account type (TFSA, RRSP, FHSA, etc.), and market value straight from the statement. You confirm what it found — no manual data entry is needed.

    Tip Your statement is parsed in your browser. The PDF file itself is never stored — only the data you confirm on the review screen is saved to your private account, protected by row-level security so other users can't see it.
  3. 3

    See Your Results

    Once you confirm the review screen, your snapshot is saved and FlowVista puts it to work across the app. Here is what you get:

    Account Allocation

    A breakdown of your investments by account type — TFSA, RRSP, FHSA, and more — showing where your money sits.

    Benchmark Comparison

    Your returns measured against the S&P/TSX Composite Index and the S&P 500 on the Plan page, so you can see if you are keeping pace.

    Net Worth Over Time

    Each saved snapshot adds an account and balance to your Net Worth view, so your registered accounts trend over time as you upload new statements.

    Contribution Room

    FlowVista tracks your TFSA and RRSP balances against the CRA limits, so you can see how much room you have left before you over-contribute.

    Holdings & Returns

    Each account's parsed holdings with market values and total gain since cost basis, refreshed every time you import a new statement.

    Savings Goals

    Set targets—an emergency fund, a TFSA milestone—and track your progress toward them on the Plan page.

    Projected Growth

    A 25-year forward projection seeded from your real invested total, with adjustable monthly-contribution and annual-return sliders and 5-, 15-, and 25-year milestone values. Run it on your portfolio →

What FlowVista Extracts

When you drag in your statement PDF, FlowVista reads and structures the following data, then shows it to you on the review screen so you can confirm it before anything is saved.

Account Types

Holdings Data

Performance Data

Note The exact fields extracted depend on your provider's statement layout. Some statements include more detail than others. FlowVista works with whatever data is present, shows you what it found on the review screen, and flags anything it could not parse.

Supported Institutions

Questrade, RBC, and Sun Life group plans parse fully from a statement PDF today. We are rolling out more formats for the following Canadian brokerages and insurance companies. Don't see a full parse for yours yet? You can still add the account and balance manually in Net Worth — it takes about a minute, and you just update it when a new statement arrives.

Questrade
RBC
TD
BMO
CIBC
Scotiabank
Manulife
Sun Life
Canada Life
Desjardins
Fidelity
iA Financial
National Bank
Wealthsimple

Get started

Ready to track your portfolio?

Drag in your investment-statement PDF, confirm the parsed holdings, and see how your TFSA, RRSP, or other registered accounts stack up against the TSX and S&P 500.

Open FlowVista

FlowVista is an information and educational tool — not a registered investment adviser, portfolio manager, securities dealer, or financial planner, and not investment, financial, or tax advice. Allocation charts, benchmarks, projections, and other figures are general information generated from the data you upload; they are not recommendations to buy, sell, or hold any security. Forward-growth projections use illustrative, adjustable return assumptions, not predictions. Consult a licensed professional for advice specific to your situation.