How It Works
Up and Running in Minutes
Sign up, upload a CSV from any of 12 brokerages, and your stocks, ETFs, options, bonds, crypto and cash become one transaction ledger — estimated cost basis, P&L, dividends, and United States and Canadian tax reference data, across accounts, entities and 11 currencies. All 128+ features read from that single ledger. No brokerage credentials. No setup fees.
2-minute setupFree tier foreverNo credit card14-day Pro trial
1
Sign up free
Create your account in seconds. No credit card required.
- Free tier includes core portfolio tracking — upgrade anytime.
- 14-day Pro trial included — no credit card required.
- Row-level security on every query. Your data stays yours.
2
Import your trades
Upload a CSV from your brokerage or enter trades manually. 12 parsers built in.
- 12 brokerages supported: Questrade, Wealthsimple, Fidelity, Charles Schwab, Robinhood, RBC Direct Investing, BMO InvestorLine, E*Trade, Vanguard, Scotia iTRADE, National Bank Direct Brokerage, Interactive Brokers.
- The parser auto-detects your brokerage format on upload — review the preview before confirming.
- Transactions are mapped automatically: date, symbol, quantity, price, type (buy/sell/dividend).
- Symbols import as your CSV spells them — a trailing .CA is rewritten to .TO and a trailing .US is dropped — and each row's market is inferred from its currency.
- You can deselect any transactions you don't want to import.
- No API keys or login credentials needed — just a CSV file. Or enter trades manually.
3
Monitor & research
Track performance, explore AI tools, review estimated tax data, and set alerts.
- Dashboard with customizable drag-and-drop widgets and market data refreshed automatically through the trading day.
- Holdings breakdown with estimated cost basis (FIFO), estimated P&L, and allocation charts across stocks, ETFs, options, bonds, crypto and cash.
- Performance analytics with benchmarks and historical tracking.
- Estimated tax reports (Form 8949 reference for US, ACB / T5008 reference for Canada).
- Dividend income tracking with DRIP support and projections.
- AI research tools, smart notes, natural-language screener, and price alerts delivered as they fire.
- Portfolios grouped by entity — individual, trust, corporation, or estate — with consolidated household totals in your base currency.
Ready to try it?
Free to start — no credit card required. Every new account includes a 14-day Pro trial.
Create Your Free Account