Registered & taxable
TFSA, RRSP, FHSA, RESP, RDSP, LIRA & taxable
CAD base, live FX
Bank of Canada rates applied automatically
Read-only access
We can never place a trade or move money
Connects to the brokers you already use
Secure OAuth sync through SnapTrade — dozens of Canadian and US brokerages.
A complete picture, not a pile of logins.
Stop stitching together brokerage tabs and spreadsheets. Portfolio Eyes unifies everything and does the cross-border maths for you.
Unified dashboard
Total value and allocation by account, account type, currency and sector — with realized and unrealized gain/loss in one place.
Automatic broker sync
Connect Questrade, Wealthsimple, Fidelity and dozens more through SnapTrade. Accounts, positions and transactions import themselves.
True cross-border returns
USD holdings are translated to your CAD base at Bank of Canada rates, so you see real performance after the currency drag.
Contribution room tracking
Estimate room for TFSA, RRSP, FHSA, RESP (with CESG) and RDSP — with over-contribution warnings.
Targets & drift
Set target weights per position and get alerted when your portfolio drifts out of line.
Valuation & entry signals
Intrinsic value from a simplified DCF, margin-of-safety buy zones, reverse-DCF and a clear educational entry signal.
News that's actually yours
Market news filtered to your holdings and watchlist, plus a curated weekly digest.
Educational AI layer
Plain-language portfolio summaries, a throttled Q&A, and scheduled reviews — always framed as education, never advice.
Consolidated alerts
Price, percent-move, contribution-room, drift and news alerts — bundled into one tidy email, not a flood.
Three steps to clarity.
Most people are set up in under ten minutes.
Connect
Link your brokerages through SnapTrade's secure OAuth, or add accounts by hand and import CSVs. Read-only, always.
Track
Portfolio Eyes consolidates positions and transactions, applies FX, and computes your true allocation and cost basis.
Decide
Set targets, watch contribution room, and use valuation, news and AI notes to learn — then act on your own terms.
Start free. Grow when you're ready.
Every plan includes the core dashboard. Upgrade for broker sync, benchmarks, tax reports, news and the educational AI layer.
Free
Track one account by hand.
- One account, tracked by hand
- Core dashboard & allocation
- Up to 3 watchlist symbols
Pro
Connect your brokers and track it all in one place.
- Everything in Free
- Broker sync + CSV import
- Advanced analytics & realized G/L
- Contribution room, targets & drift
- Portfolio value over timeSoon
- Up to 3 accounts, 10 alerts
Plus
Understand how you're really doing — benchmarks, tax and news.
- Everything in Pro
- Performance vs benchmark
- Capital-gains & tax reports
- Dividend income & forecast
- News alerts + weekly digest
- Shared household view
- Up to 10 accounts, 50 alerts
Max
Decide with conviction — valuation, rebalancing and the AI layer. Unlimited.
- Everything in Plus
- Valuation & entry signals
- Rebalancing actionsSoon
- Educational AI: summaries, Q&A, reviews
- Unlimited accounts, alerts & watchlist
Billed in the currency shown. Yearly billing saves on select plans. Cancel anytime.
Read-only by design. Yours to control.
Portfolio Eyes is built to watch, not to touch. Here's exactly how we handle your access and your data.
Read-only access
Portfolio Eyes can never place a trade or move money. We read positions and transactions — nothing else.
Bank-grade connections
Broker links run through SnapTrade's OAuth. Your brokerage username and password are never seen or stored by us.
Encrypted & isolated
Your data is encrypted in transit and at rest, and every query is scoped to your account alone.
Educational, not advice
Signals, valuations and AI notes are for learning. Portfolio Eyes is not a registered adviser and gives no investment advice.
Your data, your call
Export or delete your data anytime. Disconnect a broker and syncing stops immediately.
We don't sell your data
We never sell your personal or financial information. Full stop.
Built for investors who hold on both sides of the border.
Portfolio Eyes started with a simple frustration: a Canadian investor's money is rarely in one place — a TFSA at one broker, an RRSP at another, a taxable account holding US-listed shares in a currency that quietly changes what everything is worth. No single tool ever showed the real position. You end up juggling logins and spreadsheets, and currency quietly distorts every number.
We built a cross-border tracker that does the honest maths: consolidating registered and taxable accounts, translating currency at official rates, and surfacing the planning limits and educational signals that actually matter — all read-only, all yours.
Portfolio Eyes is a product of LOONIELODGE INC.