How it works
From scattered logins to one clear view.
Connect, track, decide — usually 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.
Connects to the brokers you already use
Secure OAuth sync through SnapTrade — dozens of Canadian and US brokerages.
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.