All your investments
in one place.
Finally, the full picture.
Stop logging into five different brokers. See your stocks, ETFs, mutual funds, and crypto unified across all your accounts — instantly.
From scattered to unified
01
Connect Your Brokers
Link your investment accounts from TD, RBC, Wealthsimple, or any Canadian brokerage.
02
We Pull Everything
All your holdings synced automatically. Real-time positions, performance, and historical data.
03
See The Big Picture
One unified dashboard showing your total portfolio, allocation, gains/losses, and trends.
Master your investments
All your data. All in one place.
Unified Portfolio View
See all your investments across every broker and account type in one consolidated dashboard.
Asset Allocation
Visual breakdown of your portfolio by asset class, sector, and geography. Identify concentration risk.
Performance Tracking
Real-time gain/loss calculations. Track time-weighted returns, cost basis, and unrealized gains.
Diversification Analysis
See how well-diversified you are. Get recommendations to reduce risk and optimize returns.
Account Type Breakdown
Separate views for RRSP, TFSA, non-registered, and spousal accounts with tax-aware insights.
Rebalancing Alerts
Get notified when your portfolio drifts from your target allocation. Rebalance with confidence.
You can't optimize what you can't see
Most investors are blind to their true allocation.
Make Better Decisions
When you see all your investments together, you realize concentration you didn't notice before.
Save Time
No more logging into 5 different portals. One view. All your data.
Stay Accountable
Track your performance against benchmarks. Know exactly how your investments are doing.