Features
Everything you need to watch your wealth.
From a unified dashboard to educational valuation and AI — organized around how you actually invest: track, plan, decide.
Track
See everything you own, correctly, in one place.
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.
Performance over time
A clear chart of your portfolio's value and returns over time, not just today's snapshot.
Plan
Stay inside your limits and on target.
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.
Consolidated alerts
Price, percent-move, contribution-room, drift and news alerts — bundled into one tidy email, not a flood.
Capital-gains & tax reports
Export realized gains with a Canadian-correct adjusted cost base in CAD, translated at Bank of Canada rates — ready for tax season.
Dividend income & forecast
Track dividends as they land and see a forward 12-month income calendar across all your holdings.
Decide
Learn to read value, news and risk — without the noise.
Performance vs benchmark
See time- and money-weighted returns against the S&P 500 and TSX — so you know whether you're actually beating the index.
Valuation & entry signals
Intrinsic value from a simplified DCF, margin-of-safety buy zones, reverse-DCF and a clear educational entry signal.
Rebalancing actions
Go from drift to a plan: see exactly what to buy or sell to bring each position back to target.
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.