Track your real return, dividends and allocation — for free. TFSA, RRSP, FHSA and non-registered accounts in one place.
Free plan · Encrypted data · Hosted in Canada
Beyond the raw balance: real performance, compared to a benchmark.
Payment calendar and projected annual income, no spreadsheet.
By sector, country and asset class, to spot concentration.
Your progress toward financial independence.
Yes. Here's what the free plan includes.
| Free plan | Premium |
|---|---|
| 1 portfolio, up to 10 assets | Unlimited portfolios |
| Return, dividends, allocation | + AI analysis, FIRE projection, benchmark |
| All free calculators | Everything, no limits |
No account needed.
Yes. The free plan lets you track one portfolio (up to 10 assets) with return, dividends and allocation — no credit card.
One portfolio and 10 assets. Beyond that, or for AI analysis and FIRE projection, there's a Premium plan.
No. You can import a CSV from your broker, or connect your account if you prefer.
Your data is encrypted and hosted in Canada (privacy standards). We don't sell it.
Wealth