WealthWise

Track your investments.
Understand your portfolio.

Your TFSA, RRSP and other investments, together. Track their value, your dividends and your allocation.

Get started for free View the demo
  • $500M in tracked assets
  • TFSA, RRSP, FHSA and your other accounts
  • Your broker stays the same
Your dashboard
Net worth$160,000Assets minus debts · CAD
AprMayJunJulAugSep

Assets minus debts$580,000 in assets − $420,000 in debts.

The app, not a video

Try WealthWise for yourself.

A working demo to explore. No account needed, with fictional holdings.

Open the interactive demo

Your financial picture

All your accounts.
One clear picture.

Bring your investments, other assets and debts together. See what you own without jumping between accounts.

Based on the amounts you enter and keep up to date.

Understand net worth
An example of the bigger picture Fictional data · CAD
TFSA and RRSP
$120,000
Other accounts and investments
$60,000
Crypto
$5,000
Debts
−$25,000
Net worth
$160,000

Beyond your balance

See what drives
your portfolio.

Holdings, sectors, regions: spot your largest concentrations and understand how your investments are spread.

Explore your allocation
Your allocation at a glanceFictional example
Track your progress, too

Value, unrealized gains and comparison with the S&P 500, where history is available.

ETF comparison

Different ETFs.
The same stocks?

Compare holdings to spot shared stocks and their weight in each fund. Data coverage stays visible.

Compare ETFs
Two funds. Shared holdings.Illustrative weights in fictional funds

Investment income

Your dividends.
How much. And when.

See projected payments in a calendar and estimate your annual income, all in one place.

Estimated dates and amounts may change.

Explore dividend tracking
Your dividend calendarFictional projection · CAD
Estimated annual income$1,440
$80Jan
$120Feb
$160Mar
$80Apr
$120May
$160Jun
Estimated total · Jan–Jun$720
Estimated monthly average$120

Built-in AI analysis

Understand the numbers.
Not just the charts.

Run an analysis of your holdings for plain-language context on your allocation and concentrations.

For information, not investment advice. AI can make mistakes.

Explore AI analysis
Your portfolio, in plain language Fictional analysis example
Holdings analyzed

Technology: 45% of the portfolio, across 3 holdings.

AI
What this means

Nearly half of this portfolio is in one sector. A change in technology stocks can therefore have a significant effect on the whole portfolio.

An illustrated analysis, not a live conversation. For information only.

And for what comes next

Your money. Your plans.

Your FIRE scenarioExample · CAD
Monthly contribution
$1,000
Annual spending
$40,000
FIRE target Withdrawal: 4% / year$1M

Illustrative paths, not forecasts.

FIRE planning

Adjust your savings, spending and return assumptions. The FIRE Tracker explores 1,000 Monte Carlo scenarios, not a guaranteed retirement date.

Explore FIRE scenarios
Your next lessonExample learning path
6 min · 3 questionsThe power of compound interest
A look inside the quiz

Is a projection a promise?

No, an assumption.
Financial foundations1 / 2 lessons

Academy

Learn at your own pace with lessons, quizzes and investing terms explained.

Explore the Academy

More useful tools

And for the everyday.

Fictional illustrations. Features and data depend on availability and plan. Compare plans.

How it works

From separate accounts to a clear view.

Three steps to start understanding your money.

  1. 1

    Bring your accounts together

    Add holdings manually or import a supported file. Your investments stay with your broker.

  2. 2

    Understand what you own

    See balances, allocations, dividends and the holdings your ETFs share.

  3. 3

    Keep your goals in sight

    Plan your goals, explore scenarios and revisit your progress in the weekly review.

The plans

Start simple.
Go further when you are ready.

Choose the tools you need, as your investments grow.

Free

Your first account to track your investments.

$0/month

CAD

  • 1 portfolio
  • 3 saved ETF comparisons
  • Track holdings and their value
  • Access to public calculators
Get started free
For your next step

Essential

More accounts. A clearer view of the whole.

$4.99/month

CAD

  • 3 portfolios
  • 50 assets per portfolio
  • 10 price alerts
  • Dividend tracking
  • PDF and Excel exports
Choose Essential

Premium

All your investments, with deeper analysis.

$9.99/month

CAD

  • Unlimited portfolios and assets
  • 100 price alerts
  • 1 AI analysis per day
  • FIRE projections
  • Priority support
Choose Premium

Beta prices in Canadian dollars, subject to offer availability. Your price and any applicable taxes are confirmed before payment.

Before you start.

Do I need to transfer my investments?

No. Your assets stay with your broker. Start with CSV/Excel imports or manual entry; connections depend on the institutions available.

Can I start for free?

Yes. A free plan is available. Some features and capacities require a paid plan. Check current limits and pricing before choosing.

Is this only for Wealthsimple users?

No. The app is independent of Wealthsimple and can help track investments held at different brokers. An import or manual entry lets you start without an automatic connection.

Does WealthWise tell me what to buy?

No. Analyses are provided for information only. WealthWise is not a registered investment advisor. For a decision tailored to your situation, consult a licensed professional in your province.

See what WealthWise
can show you.

Open the demo. Explore holdings, allocation and dividends.

Explore the demo Or create a free account