One account or all of them
Switch between an individual portfolio and the combined view to see your holdings and their weights.
In the app
TFSA here. RRSP there. See the whole picture.
Bring stocks, ETFs and crypto together to see your investments by account or as a whole. Start with a file or a few holdings.
Data is subject to availability. Capabilities and account limits vary by plan.
Your dashboard
Net worth$160,000Assets minus debts · CAD
- TFSA$62,000
- RRSP$84,000
- Non-registered$14,000
- FHSA$12,000
- RESP$8,000
- RRIF$40,000
- Real estate$350,000
- Cash$10,000
- Mortgage−$380,000
- Auto loan−$24,000
- Student loan−$12,000
- Credit and cards−$4,000
AprMayJunJulAugSep
Assets minus debts$580,000 in assets − $420,000 in debts.
Your accounts, assets and debts
What you can do
Less retyping
Add holdings manually, import a CSV or Excel file, or paste a compatible table.
CAD and USD, together
Choose a display currency to read your portfolio amounts.
How to get started
From idea to action.
Features and data depend on availability and plan. Compare plans
Create your accounts
Organize investments by the accounts you want to track.
Add your holdings
Enter holdings or import a compatible file, then check quantities and costs.
Explore the bigger picture
View value, unrealized gains and the available analyses.
Your questions, answered.
Do I have to transfer my investments?
No. WealthWise is a tracking and analysis tool, not a broker. Your investments remain in your existing accounts.
Can I start without connecting my broker?
Yes. Manual entry and compatible imports let you get started. Automatic connections depend on the institutions available.
Does all my data update automatically?
No. Quotes depend on available sources; quantities and activity must match your statements. A one-time import is not continuous synchronization.
Try it. See for yourself.
Explore first. Create an account when you are ready.