128+ features across 22 categories, all reading from one transaction ledger: stocks, ETFs, options, bonds, crypto and cash held across accounts, entities and 11 currencies — with United States and Canadian tax reference data derived from those same records. Informational tools, not financial advice.
Every tool available across the free, Standard, and Pro tiers.
Every buy and sell is logged automatically. Your estimated cost basis and unrealized P&L stay up to date — no spreadsheets needed.
Quotes and sparkline charts for all your positions, refreshed automatically throughout the trading day. Supports US and Canadian exchanges with automatic ticker recognition. Market data may be delayed up to 15 minutes depending on the exchange.
Time-weighted returns, benchmark comparison, and clear charts to help you understand how your investments have performed historically.
Choose any of 11 supported currencies as your base. Live FX rates with caching and historical rate management for cross-border portfolios.
Monitor stocks with custom watchlists, set price alerts, and get notified via email, browser push, or webhook when thresholds are crossed.
Generate estimated capital gains summaries, Form 8949 (US) and T5008 (CA) reference data, wash sale flags, and “What If I Sell” scenarios. Not tax advice — consult a tax professional.
Log dividends, detect missing entries, view projected income estimates, and track corporate actions like splits, mergers, and spinoffs.
Drag-and-drop widgets, layout presets, portfolio health indicators, allocation charts, and goal tracking — your personalized overview.
Row-level security on every query. Your data stays yours — full backup and CSV export on Standard and Pro plans.
Ask questions about your portfolio in plain English, get AI-generated research notes, and use natural-language screening. For informational purposes — not investment advice.
Surface potential tax-loss harvesting opportunities, rebalancing drift, and concentration alerts. Informational highlights to discuss with your advisor.
Retirement projections, RRSP meltdown and RESP calculators, Social Security modeling, and net worth tracking. Estimates only — not financial advice.
Stock screener, side-by-side comparison, ETF overlap analysis, and backtesting tools to help inform your own research process.
Dedicated walkthroughs for the most-used feature areas.
Track every dividend payment, DRIP reinvestment, and income projection across all your US and Canadian brokerage accounts.
Learn more →Generate estimated Form 8949, Schedule D, and T5008 reports. Track capital gains, losses, and adjusted cost base.
Learn more →Use 8 AI tools including Gemini chat, portfolio insights, smart notes, natural language screener, and voice assistant.
Learn more →Manage portfolios across 11 currencies with automatic FX conversion and consolidated base-currency reporting.
Learn more →Track options positions, premiums, expiry dates, and assignment events. Analyze estimated P&L on calls, puts, and covered strategies.
Learn more →Aggregate your investment portfolio, cash, property, and other assets into a total net worth view with trends and goals.
Learn more →Set alerts on price targets and percentage moves, delivered by email, browser push, SMS or webhook and pushed to an open session as they fire.
Learn more →Analyze yield to maturity, duration, accrued interest, and clean/dirty pricing for bonds, including callable-bond and tax-lot schedules.
Learn more →Track cryptocurrencies alongside your stocks and bonds with USD-denominated quotes, historical charts, and crypto-specific tax handling.
Learn more →Compare up to 5 ETFs to see weighted holdings overlap, true portfolio-weighted exposure, and shared-holdings detail with transparent data limitations.
Learn more →Organize portfolios by entity — individual, trust, corporation, estate, or family trust — and see consolidated totals across entities and family members.
Learn more →Free to start — no credit card required. Every new account includes a 14-day Pro trial.