- Viewing your holdings Where your stocks and funds appear in Mozaic, how cost basis and gain % are worked out, and how to add holdings to an account that doesn't sync.
- Understanding your investment returns What the Performance tab shows, how the time-weighted return works, which periods and benchmarks you can compare, and how dividends are counted.
- How your net worth is calculated What counts toward your net worth in Mozaic, how to read the chart, when snapshots are saved, and why a balance can be left out.
- Tracking TFSA and FHSA contribution room Set up your TFSA and FHSA room in Mozaic, check the contributions it detects, and understand what the figures cover. RRSP and RESP room are not tracked.
- Base currency and exchange rates Choose the currency your totals are shown in, see where exchange rates come from, and learn which figures are converted and which are not.
- Adding real estate, vehicles and other assets Add a home, a car or other things you own to your net worth, update their value yourself, and record payments you receive from them.