Accounts receivable
$0.00
Overdue
$0.00
HST collected
$0.00
YTD subtotal collected
$0.00
Active jobs
0
Priority queue
Items requiring attention.
Quick actions
Customers
Shared contacts and billing details.
Invoices
HST, partial payments, and balances.
Jobs
Scope, address, status, and notes.
Expenses
Materials, fuel, tools, and receipts.
Documents & signatures
Fill, sign, save, and print standardized MFCI forms.
Template wording is a practical starting point, not legal advice. Ontario restricts non-compete agreements in employment settings. This build emphasizes confidentiality and narrowly framed non-solicitation terms; have your lawyer review before operational use.
Saved documents
Stored locally and synchronized when cloud sync is enabled.
MK Investments
Live portfolio tracking and AI analysis in one organized workspace.
Total value
$0.00
Total invested
$0.00
Overall gain / loss
$0.00
Weighted daily trend
No change
Add a symbol and shares/units to enable live portfolio pricing.
Symbol-based holdings refresh through the secure MFCI server. Prices may be delayed and values are converted to CAD when supported. MK Investments tracks a portfolio only; it does not place trades or connect to a brokerage.
Portfolio holdings
Review, edit, and refresh the positions available to the Copilot.
MK Investments AI Copilot
Ask questions while viewing the same live portfolio snapshot.
The Copilot can analyze the current MFCI workspace but cannot send emails, change records, or place investments. Always verify financial, tax, legal, and safety decisions.
I'm ready to analyze the current MFCI workspace and MK Investments portfolio. Choose a prompt or ask a question below.
Account and backup
Your approved owner account controls access.
This dashboard and the shared MFCI workspace are restricted to authenticated owners.
Signed-in owner
Backup
Export a full copy before changing devices.