Pricing
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.
What you get
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.
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.
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.
Valuation & entry signals
Intrinsic value from a simplified DCF, margin-of-safety buy zones, reverse-DCF and a clear educational entry signal.
Educational AI layer
Plain-language portfolio summaries, a throttled Q&A, and scheduled reviews — always framed as education, never advice.