Pricing
Start free. Grow when you're ready.
Every plan includes the core dashboard. Upgrade for broker sync, tax reports, rebalancing and the educational AI layer.
Free
Track one account by hand.
15 days of full access, then read-only. Your data stays yours.
- One account, tracked by hand
- Core dashboard & allocation
- Advanced analytics & realized G/L
- Performance vs benchmark
- Up to 1 account · 3 watchlist symbols
Pro
Connect your brokers, see your tax report and track it all in one place.
- Everything in Free
- Brokerage auto-sync
- CSV & statement import
- Contribution-room tracking
- Net worth with your other assets and debts
- Upcoming earnings dates for your holdings
- Price, portfolio, room & drift alerts
- Targets & drift
- Dividend income & forecast
- Capital-gains & tax reports
- Tax-loss harvesting with a superficial-loss check
- News feed
- Family sharing with a Family seat (add-on)
- AI portfolio summaries
- 40 AI credits a month
- Up to 5 accounts · 10 alerts · 10 watchlist symbols
Plus
RecommendedUnderstand how you're really doing — risk, fees, goals and rebalancing.
- Everything in Pro
- News alerts
- Risk metrics: volatility, drawdowns, Sharpe, correlation
- Asset location: what each account does to your income
- Goals with projections and an RRSP-vs-TFSA calculator
- Fund fees (MER) in dollars, and what they cost over time
- ETF look-through: true sectors, asset mix and underlying companies
- Rebalancing plan per account
- Weekly news digest
- Ask: portfolio Q&A
- Scheduled AI reviews
- 150 AI credits a month
- Up to 10 accounts · 50 alerts · 30 watchlist symbols
Max
Decide with conviction — valuation, buy-zone alerts and the AI layer. Unlimited.
- Everything in Plus
- Buy-zone alerts
- Valuation & entry signals
- AI stock analyzer
- AI valuation insight
- 400 AI credits a month
- Unlimited accounts, alerts & watchlist
Add a Family seat for a second person: from $5.00/mo
Prices in CAD, plus applicable taxes. 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, TD Direct Investing 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.