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Master Your
financial wealth

The most powerful portfolio analysis tool for Canadian investors. Built-in AI, real-time data.

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Real-time
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To Get Started
W Wealth Wise Portefeuille Analyse Objectifs Marché FA 📊 Portefeuille 🤖 Analyse IA 🎯 Objectifs 📈 Marché 🔔 Alertes 💰 Flux financiers Valeur totale $48 290 ▲ +12.4% ce mois Gains non réalisés +$5 320 ▲ +12.4% rendement Analyse IA du jour Portefeuille bien diversifié. Surexposition tech (~52%). À titre informatif Performance 12 derniers mois Mai Juin Juil Aoû Sep Oct Nov Déc Positions AAPL 12 actions +8.2% NVDA 5 actions +24.1% VFV.TO 20 actions +15.7% XIU.TO 30 actions -2.3% Dividendes estimés $842 Cette année Objectif : 1 500 $/an Alertes de prix 🔔 AAPL atteint 195 $ — ta cible ⚠️ TSLA chute sous 200 $ — alerte basse

Everything You Need

to invest smarter

📊

Real-time Analysis

Yahoo Finance data updated continuously. Advanced charts, sector allocation.

Temps réel
🤖

Gemini AI Analysis

Personalized analyses. Detect opportunities, risks, overexposures — explained clearly.

IA Gemini
🎯

Financial Goals

Calculate your FIRE number and retirement date. Build personalized scenarios.

Planification
📈

Compare vs S&P 500 / TSX

See if your portfolio beats the major Canadian indices. Backtest 1, 3, 5 years.

Benchmark
🔔

Smart Price Alerts

Set price targets per stock. Get instant notifications when your targets are hit.

Alertes
💸

Money Flow Chart

Visualize income, expenses, and investments as an interactive Sankey diagram.

Cashflow

Get Started in 3 Steps

1

Create Your Free Account

Sign up in 30 seconds. No credit card required. Data hosted in Canada.

2

Add Your Positions

Enter your stocks, ETFs, crypto. WealthWise fetches real-time prices automatically.

3

Analyze & Optimize

Let the AI analyze your portfolio, identify risks, simulate your FIRE goals.

Why WealthWise

🍁

Built in Canada

By a solo developer, 22, passionate about finance. Your tool, your voice.

🔒

Your Data Stays in Canada

Canadian privacy compliance. Data hosted in Canada. Your money, your privacy.

⚖️

Not a Broker, Not a Bank

Pure analysis, no conflicts of interest. Just a tool to decide better.

Coming soon

Here's what we're building for the next WealthWise versions.

🏦

Auto broker connection

Wealthsimple, Questrade, Disnat, Canadian banks — auto-sync your positions and transactions.

📱

Mobile app

iOS and Android. Check your portfolio on the go, get push alerts.

🔔

Advanced price alerts

Multi-conditions, intraday, dividend alerts, splits, technical ratios.

📊

Historical backtesting

Compare your portfolio vs S&P 500, TSX, or any benchmark over 5 to 20 years of history.

📰

Weekly newsletter

Automated recap of your portfolio + Canadian markets, generated by HARFANG (our AI).

💬

Community

Space to discuss strategies, share (anonymized) analyses, learn between Canadian investors.

Sign up for the waitlist below to be notified when one of these features arrives.

Simple & Transparent

Start free, upgrade when ready.

Free
$0 / month

Perfect to start.

  • ✓ 1 portfolio
  • ✓ Max 10 assets
  • ✓ Real-time prices
  • ✓ 3 AI analyses per day
Essential
$9.99 / month

For serious beginners.

  • ✓ 3 portfolios
  • ✓ 50 assets per portfolio
  • ✓ Real-time
  • ✓ 1 AI analysis / week
  • ✓ 10 active alerts
✨ Recommandé
Premium
$19.99 / month

14-day free trial, no card!

  • ✓ Unlimited portfolios
  • ✓ Unlimited assets
  • ✓ 1 AI analysis / day
  • ✓ Sankey diagram
  • ✓ Backtest vs S&P 500/TSX

Join WealthWise

Be among the first Canadian investors to use WealthWise to analyze and optimize your wealth.

En vous inscrivant, vous acceptez de recevoir des courriels de WealthWise (lancement, conseils, mises à jour). Désinscription en un clic dans chaque courriel. Voir notre Politique de confidentialité.

No credit card · Data in Canada · Privacy respected

Legal Notice — Important

WealthWise est un outil d'analyse de portefeuille à titre informatif seulement. Nous ne sommes pas inscrits comme conseillers en placement auprès des autorités en valeurs mobilières. Aucune suggestion fournie par WealthWise ne constitue un conseil en placement personnalisé ou une recommandation d'acheter/vendre des titres.

Les analyses générées par notre IA (Gemini) sont purement informatives. Consultez toujours un conseiller agréé avant toute décision d'investissement. Les rendements passés ne garantissent pas les rendements futurs.

All investments carry risk, including possible loss of principal. No analysis is guaranteed or risk-free.

Frequently asked questions

Everything you need to know before getting started.

WealthWise est-il un courtier ou une banque ?

No. WealthWise is an independent portfolio analytics tool. We do not hold your assets, place orders, or act as registered investment advisors. For any investment decision, consult a licensed financial professional in your province.

Mes données sont-elles stockées au Canada ?

Yes. All user data is hosted on Canadian servers (ca-central-1 region), in compliance with Quebec's Law 25 and federal PIPEDA.

WealthWise est-il gratuit ?

Yes — the Free plan is free for life: 1 portfolio up to 10 assets, 3 AI analyses per day. Paid plans (Essential CA$9.99/mo, Premium CA$19.99/mo) unlock advanced features.

Quelle est la différence avec Wealthsimple ou Sharesight ?

Wealthsimple is a broker — they hold your assets. Sharesight is generic and not Canada-specific. WealthWise is a pure analysis tool optimized for Canadian RRSP/TFSA/non-registered accounts, with integrated AI.

Puis-je suivre mes comptes REER et CELI séparément ?

Yes, from the Essential plan. You can create one portfolio per account type (RRSP, TFSA, FHSA, non-registered) and see performance and allocation per account.

L'IA WealthWise donne-t-elle des conseils financiers ?

No. The AI analysis provides general information only. WealthWise is not a financial advisor. For any investment decision, consult an advisor registered with your provincial securities regulator.

WealthWise supporte-t-il les ETF canadiens (XEQT, VFV, ZSP) ?

Yes. All TSX/NEO/CSE-listed ETFs are supported (XEQT, VFV, ZSP, VEQT, XGRO, VBAL, VCN, etc.), as well as US stocks and ETFs (NYSE, NASDAQ).

Comment fonctionne le calculateur FIRE ?

The FIRE Tracker module (Premium) projects your financial independence date based on current savings, monthly contributions, expected annualized return, and target annual spend.

Puis-je supprimer mes données ?

Yes, at any time. Deleting your account erases all your data within 30 days, in accordance with Law 25 and PIPEDA.

Learn to invest in Canada

Practical guides, calculators and comparisons to optimize your RRSP, TFSA and FHSA.

FIRE in Canada — 2026 Guide

Financial independence, 4 % rule, optimized RRSP/TFSA accounts.

TFSA 2026 — Complete guide

2026 limit, room, eligible investments, long-term strategies.

ACB calculation and taxation

Weighted average cost, capital gains, superficial losses.

XEQT vs VEQT vs VFV

Which all-in-one ETF in 2026? Fees, allocation, tax efficiency.

Wealthsimple vs Questrade vs Disnat

Real fees, currency conversion, account types. Which broker to choose?

Canadian brokers comparison

Wealthsimple, Questrade, Disnat, IBKR Canada — fees and services.
View all blog articles →