Stocks at Schwab, an IRA at Fidelity, chequing at Chase, a rental property, and some crypto you forgot about. We pull it into one number, with cost basis, dividends, and FX already done.
Built for those who got tired of a spreadsheet with 47 tabs. No VC. No ads. Keeps all your accounts in sync. Works in US accounts and more!.
Dividends, taxes, FX, ACB, options, FIRE planning.
Chase checking, Fidelity Roth, Schwab brokerage, your house, your 401(k), your crypto wallet, all in one net worth, refreshed daily. Drill down by broker, account type, currency, or asset class.
We track cost basis (ACB in Canada, lot-based in the US) across every buy and sell, flag wash sales / superficial losses, classify dividends by type, and produce tax-ready summaries. Year-end tax season takes 10 minutes, not 10 days.
Daily FX rates, mixed CAD/USD/ETH balances, accurate net worth in your home currency even when half your portfolio is across the border. Native TSX and NYSE/NASDAQ ticker handling.
One-click bank and brokerage connections, works with thousands of US and Canadian institutions. For everything else: drag-and-drop CSV import for IBKR, Questrade, Wealthsimple, Schwab, Fidelity, and more. Dividend symbols get auto-matched to tickers (99% accuracy).
Most apps stop at "here's your balance." We built the stuff we actually wanted when managing our own money.
Trading & risk
Options chains, Greeks, futures, risk metrics, and helpful AI insights into your trading and portfolio.
Ask "what's my unrealized loss in NVDA?" or "should I harvest losses on JPM this year?". It reads your actual data, not generic advice.
Live chain, screener, Greeks dashboard, and a playbook that suggests covered calls on positions you already hold.
See your concentration, beta, VaR, and drawdown across every account at once. Catches the "oh, 40% of my portfolio is tech" problem.
IBKR futures alongside your 401(k). No more three logins to understand your actual exposure.
Spending & budgets
Know where your money goes. Get alerts before you overspend, not after.
Set monthly budgets by category. Get notified at 80% spent, not a surprise at month-end. See budget vs actual with one click.
Auto-detects every recurring charge across all your accounts. Shows monthly and annual cost per subscription. Catches the ones you forgot you were paying for.
Projects your income vs expenses months ahead. Based on your real recurring charges and spending patterns. Warns you before a tight month hits.
Alerts when a category spikes 25%+ vs last month, when a charge is 3x your merchant average, or when a new subscription appears. Proactive, not reactive.
Tax season & retirement
The two things that actually cost you money if you get them wrong.
Flags wash sales before you trigger them across every linked account, sorts qualified vs ordinary dividends, and produces 1099-ready summaries. Year-end goes from a weekend project to a 10-minute task.
Uses your real savings rate and actual returns, not some generic "assume 7% forever" projection. Tells you when you can quit.
Tracks IRA, Roth IRA, 401(k), HSA, and 529 contributions against the IRS limits — including age 50 catch-up and the SECURE 2.0 ages 60-63 super catch-up.
Salary, dividends, interest, treasury coupons, all projected 12 months forward so you know what's actually coming in.
The daily stuff
Dividends, net worth, watchlists, reports: the screens you check with your morning coffee.
Every dividend matched to a ticker (99% accuracy), with a 12-month forward projection by month. You'll know exactly how much passive income is coming.
Your condo's equity, your Bitcoin, your cold storage, all counted. A net worth that ignores your house is lying to you.
Track tickers you don't own yet, get alerts before earnings on the ones you do. Price alerts, contribution reminders, tax deadlines.
Download a monthly summary: income vs expenses, budget vs actual, net worth change, top merchants, and subscriptions. Share it with your accountant or just keep for yourself.
Community & discovery
See what other investors hold. Share your allocation (if you want). Private by default.
Optionally share your allocation percentages and returns. Dollar amounts are never shown. Follow other investors and see their portfolio changes in your feed.
Look inside any ETF to see its actual holdings, sector weights, and geographic exposure. Portfolio look-through decomposes all your ETFs at once.
See your real exposure by country and region, including what's inside your ETFs. Find out you're 70% US before it surprises you.
Compare your returns vs S&P 500, NASDAQ 100, MSCI World, Canadian bonds, emerging markets, not just SPY. Time-weighted returns so contributions don't distort the picture.
Numbers from a test account.