Monitoring Your Investments Doesn’t Have to Be a Chore
Written by The Inspired Investor team
Published on December 5, 2023
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You’ll often hear of stocks reaching a 52-week high or hitting a 52-week low. Or maybe you’ve seen news reports announcing a dividend payment or a specific company’s earnings report. Staying on top of these types of events and announcements when it comes to your own holdings is important. But let’s be honest, life gets busy and it can be hard to follow all the information related to your investments.
With insights about your investments right on your RBC Direct Investing homepage, it’s gotten a little easier to keep track. Thanks to the Recent Events Driving Your Holdings section of your homepage, you can quickly and easily find valuable information about your portfolio holdings. And staying well-informed about the latest developments impacting your holdings is key to making informed decisions that can help safeguard and maximize your portfolio’s performance.
Where You’ll Find Your Insights
You'll find your insights on the Home page, below your listed accounts. There are two events listed, and a link below to View All Key Events that leads to your full list. If the recent announcements or event sparks further questions, click the Learn More About Event Types button for quick access to additional context and information about the associated holding. Plus, you can monitor by account or filter by topic, such as dividend announcements or performance events – depending on your interests.
Why it Matters
There are three main reasons you’ll want to check them out.
It’s All About You
The only announcements and events you’ll see are based on your personal portfolio. These insights help you cut through the noise revealing only the most relevant, actionable and meaningful events that impact your holdings.
It’s Info at Your Fingertips
Monitoring your investments doesn’t have to be a chore. Let this feature do some of the heavy lifting for you. Of course, this feature doesn’t replace your own research and the importance of maintaining general knowledge about your holdings, but it allows you stay informed about recent announcements and events that affect your portfolio. With this digestible info in hand, you can decide where to focus your time and energy on the investment research that matters most to you.
It Helps You Make Informed Decisions
As an investor, you face an overwhelming amount of information every day. With insights about your unique portfolio holdings, this feature can help you focus on what’s important. This can help give you the confidence that comes with knowing you are up-to-date and making well-informed decisions.
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.
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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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