WealthPortfolio Trackers in Canada: Compare 7 Options (2026)
There is no single best tracker for every portfolio. Start with the job you need done: bringing accounts together, understanding performance, following income, or placing rebalancing trades.
Compare the workflow, not a star rating
The summaries below use the linked official documentation reviewed on September 9, 2026. Provider descriptions are not a guarantee of connection reliability or eligibility on your plan. We removed older unsupported price, tax-feature and privacy comparisons. Verify current plan limits, billing currency and broker compatibility before paying.
WealthWise
Accounts and portfolio analysis
The application supports manual entry, CSV or spreadsheet-paste imports, allocation views and dividend estimates. Broker connections depend on institution support. It is not tax-filing software and does not provide automated ACB or superficial-loss tracking.
Wealthica
Account aggregation
Its documented workflow brings balances, holdings and transactions from connected accounts together. Check your particular institution and the required plan.
Sharesight
Performance and income reporting
Its Canadian product page describes performance and income tracking and explicitly lists Non-Registered, RRSP, RRIF and TFSA portfolio types. The previous claim that Canadian account types were unavailable was incorrect.
Passiv
Target allocation and trading workflow
Its features include portfolio-drift notifications, multi-account groups and one-click trades. Check broker, plan and permission requirements; trade execution is a different task from read-only analysis.
Snowball Analytics
Portfolio and dividend tracking
Its overview describes importing holdings or transactions, organizing allocation categories and tracking income. Future payment graphs are forecasts, not confirmed cash receipts.
Google Finance
Following securities
Google documents watchlists for following securities. Check which features are available for your account and region before using it as your main record system.
Spreadsheets
A workflow you maintain
Google Sheets documents GOOGLEFINANCE for market-data queries, with limitations on data and exchange coverage. You still need to maintain your transactions, formulas and reconciliations; a quote function is not a complete accounting system.
Test the same small sample in each tool
- Enter one account and a few representative transactions; compare totals with your broker statement.
- Check deposits, fees, dividends and CAD/USD treatment separately from market performance.
- Test export, deletion and connection permissions. Read current privacy documentation; this guide does not rank data protection or certify any provider.
- Check actual subscription limits and renewal terms. A free account, a trial and a paid plan are different offers.
Explore the portfolio demo
See whether the account and analysis workflow answers your question before adding your own records.
Questions before choosing
Does WealthWise replace tax software?
No. Portfolio tracking and dividend estimates do not constitute automated ACB, superficial-loss tracking or a tax return. Reconcile with official records and consult a qualified tax professional.
Can I compare privacy using this list?
No privacy ranking is provided. Review each provider's current privacy policy, processing locations, retention rules and account permissions.
How can I test WealthWise before importing my records?
Open the portfolio demo to inspect example accounts and analysis. Demo data is fictional; it does not represent a customer's results.
Source scope
Each provider link above supports the adjacent feature summary. Documentation was reviewed on September 9, 2026; this is not a verification of every price, security control or feature. Product names belong to their respective owners. No affiliation or endorsement is implied.