Clear answers. No guesswork.
The questions you have before getting started, and the ones that come after.
Getting started
Can I try WealthWise without an account?
Yes. The demo lets you explore a demonstration portfolio. Public calculators are also available without an account. Create a free account to keep your own accounts and holdings.
Do I need to transfer my money or investments?
No. WealthWise is a tracking and analysis tool. Your investments stay with your broker. You can enter holdings manually or import a supported file.
Which accounts can I track?
You can organize holdings by account, including TFSAs, RRSPs, FHSAs, RESPs and non-registered accounts. Available features depend on your plan.
Tools and data
What does the ETF comparison tool show?
It helps you identify shared holdings and their weights in the selected funds. Available sources, dates and data coverage are shown alongside the analysis.
Are projected dividends guaranteed?
No. Projected income is an estimate based on available data. Distribution dates, amounts and policies can change.
Does the AI tell me what to buy or sell?
AI provides descriptive explanations of your data. WealthWise is not an investment advisor and does not provide personalized buy or sell recommendations.
Do the simulations predict my returns?
No. Calculators and FIRE projections explore assumptions. Their results do not guarantee any return or replace financial or tax advice suited to your circumstances.
Account and plans
How does the Premium trial work?
Eligible accounts can activate a 14-day Premium trial after confirming their email address. No card is required. At the end, trial access ends and your underlying plan stays in place. A paid subscription requires a separate purchase.
Can I use WealthWise for free?
Yes. The free plan includes one portfolio and up to three saved ETF comparisons. Public tools remain available without registration. Visit Pricing to compare plan limits.
Where are my preferences and privacy information?
You can manage your preferences in your account. The privacy policy explains how data is used and how to contact us with a request about your information.