WealthWise is a portfolio analytics tool built from the ground up for Canadian investors. Track your RRSP, TFSA, FHSA, and non-registered accounts in one place. Project your FIRE date. Compare your returns to the S&P 500 and TSX. Get AI-powered insights on your allocation, sector exposure, and risk profile.

Key features

📊 Multi-account tracking — RRSP, TFSA, FHSA, non-registered separate or combined
🔥 FIRE Tracker — Monte Carlo simulation of your financial independence date (Premium)
🤖 AI portfolio analysis — Google Gemini surfaces concentration, sector imbalance, dividend trends
📈 Real-time prices — Yahoo Finance integration, no extra fees
🌍 Geographic exposure — See where your money actually is (US, Canada, International, EM)
💸 Dividend forecasting — 12-month heatmap + 20-year projection with DRIP
🇨🇦 Canadian-first — TSX/NEO/CSE ETFs supported (XEQT, VEQT, VFV, VBAL, VEQT, VCN, etc.)

Pricing

Free plan for life — 1 portfolio, 10 assets, 3 AI analyses/day. Essential CA$9.99/mo, Premium CA$19.99/mo unlock unlimited portfolios, AI features, and FIRE Tracker.

Privacy & security

All data hosted in Canada (ca-central-1). Compliant with Quebec's Law 25 and federal PIPEDA. End-to-end encrypted in transit and at rest.

Portfolio analytics forCanadian investors

Key features

Pricing

Privacy & security

Portfolio analytics for
Canadian investors