Stories › portfolio-samples · version 1 · 2026-09-25 15:40 UTC

Sample data for portfolio: three made-up companies, what you hold in them, and their latest news. Replace them with your own, or ask your AI to.

Companies

$object Company:FLR (
  ticker = "FLR",
  name = "Frostline Resources",
  exchange = "TSXV",
  commodity = "Gold",
  price = 4.28,
  changePct = 4.2,
  currency = "CAD",
)
$object Company:CPH (
  ticker = "CPH",
  name = "Copperhead Mining",
  exchange = "TSX",
  commodity = "Copper",
  price = 1.205,
  changePct = -1.1,
  currency = "CAD",
)
$object Company:NRS (
  ticker = "NRS",
  name = "North Royalty",
  exchange = "TSX",
  commodity = "Royalties",
  price = 4.82,
  changePct = 0.6,
  currency = "CAD",
)

Holdings

$object Holding:h1 (
  id = "h1",
  company = "FLR",
  account = "TFSA",
  shares = 5000,
  avgCost = 3.8,
  opened = "2025-11-04",
)
$object Holding:h2 (
  id = "h2",
  company = "CPH",
  account = "Margin",
  shares = 10000,
  avgCost = 1.3,
  opened = "2026-02-18",
)
$object Holding:h3 (
  id = "h3",
  company = "NRS",
  account = "RRSP",
  shares = 2000,
  avgCost = 4.7,
  opened = "2026-05-06",
)

News

$object News:n1 (
  id = "n1",
  company = "FLR",
  date = "2026-09-22",
  headline = "Drill results due in October",
  kind = "drilling",
)
$object News:n2 (
  id = "n2",
  company = "CPH",
  date = "2026-09-15",
  headline = "Quarterly dividend paid",
  kind = "dividend",
)
$object News:n3 (
  id = "n3",
  company = "NRS",
  date = "2026-09-10",
  headline = "New royalty signed on a Nevada gold project",
  kind = "deal",
)

and 9 objects.