WealthWise brings your TFSA, RRSP, FHSA and non-registered accounts — across every Canadian broker — into one dashboard. See your real return, your dividends, and your path to financial independence in under five minutes.
No credit card · No broker login needed to start · Free up to 10 holdings
Every account · every broker · one real-time view
A portfolio analysis tool — not a registered investment advisor. Screens show a sample portfolio.
Logging into three broker apps just to find your total net worth?
Your broker shows a dollar gain — not your real, time-weighted return.
No idea whether your TFSA is beating the S&P 500 or trailing it by a decade.
Three steps. About five minutes. No spreadsheet gymnastics.
Import a CSV from your broker, or add positions by hand. Two minutes — no credentials required.
TFSA, RRSP, FHSA, non-registered — every balance, every broker, one clear number.
True time-weighted return, projected dividends and AI analysis — benchmarked against the S&P 500, instantly.
WealthWise calculates your true time-weighted and money-weighted return — the way the pros measure it — and benchmarks you against the S&P 500. Finally answer the only question that matters: am I ahead?
Annual, monthly, even daily. WealthWise projects your dividend income down to the dollar and tracks your progress toward your passive-income goal. $954 a month feels more real than a number on a screen — that's the point.
HARFANG, our built-in AI analyst, scans every position for concentration, diversification and a health score out of 100, and surfaces your global return — automatically. The kind of review that used to take an afternoon.
HARFANG surfaces your data; it doesn't give investment advice. The call stays yours.
Over-concentrated in North America without realizing it? WealthWise maps your true geographic exposure across every ETF and individual stock — so you can rebalance before it bites.
Start free. Upgrade only if you outgrow it.
No credit card required to start. Ever.
A brand-new product earns trust with facts, not slogans.
You import a CSV or add positions yourself. WealthWise never asks for your brokerage login.
WealthWise only reads the numbers you give it. No trade access, no withdrawals — no way to move a cent.
Encrypted in transit and at rest, on Canadian infrastructure. Never sold. Our business is subscriptions, not your data.
WealthWise surfaces your numbers. What you do with them is your decision.
Guides connected to the indicators visible in WealthWise.
Allocation, return, risk, fees and interpretation.
Understand each measure before drawing a conclusion.
Consolidate the view without selling or moving investments.
Use the same period, currency and return method.
Yes. The core tracker is free for up to 10 holdings, with no credit card and no time limit. During beta, paid plans start at CA$4.99/month. You can also explore the full dashboard with a sample Canadian portfolio before entering a single real number.
Your data is encrypted in transit and at rest, hosted on Canadian infrastructure, and never sold. WealthWise never asks for your brokerage password — you import a CSV or add positions yourself.
Most people see their first portfolio in under five minutes. Add holdings by hand in seconds, or import a CSV exported from your broker.
Any broker. Export a CSV from Questrade, Wealthsimple, RBC, TD, CIBC, BMO, Disnat and more — or simply type in your positions (about 30 seconds each). Automatic broker sync is rolling out next.
Your broker shows one account and compares your performance to nothing. A spreadsheet breaks the moment a stock splits or a dividend reinvests. WealthWise combines every account, calculates your true return, benchmarks you against the S&P 500, projects your dividend income, and tracks your path to financial independence — automatically.
We can't promise the future, but we make trying it low-risk: setup takes five minutes and you can export your data at any time. The version number in the footer updates with every release — proof the product is actively built.
Free · Bilingual · Built for TFSA, RRSP, FHSA and more.
No credit card · No broker login needed to start · Free up to 10 holdings
Wealth