Pricing & plans

Our portfolio plans grow along with you in your investing journey.

Graphic design of columns and spheres representing investment journey growth

Free

$0

Forever

1 Portfolio
10 Holdings
1 Custom group
Limited reporting
Basic support

Starter

$9

CAD per month
billed annually

$12 CAD billed monthly

1 Portfolio
30 Holdings
3 Custom groups
Limited reporting
Standard support

Investor

$23.25

CAD per month
billed annually

$31 CAD billed monthly

4 Portfolios
Unlimited Holdings
5 Custom groups
Advanced reporting
Standard support

Expert

$29.25

CAD per month
billed annually

$39 CAD billed monthly

10 Portfolios
Unlimited Holdings
10 Custom groups
Full reporting
Priority support

*Prices in CAD. Taxes may apply. All paid plans include a 7 day free trial.

Compare plans and features

Core

Free

Starter

Investor

Expert

Portfolios

1
1
4
10

Holdings

10
30
Unlimited
Unlimited

Custom groups

1
3
5
10

Customer support

Basic
Standard
Standard
Priority
Portfolio

Supported markets

Automatic dividends & adjustments

Price & portfolio email alerts

Trade confirmation email imports

Record unlisted investments

Portfolio sharing

Benchmarking

File attachments

Cash accounts

Labels & report filtering

Xero integration

Reports

Performance

Taxable Income

Historical Cost

Sold Securities

All Trades

Capital Gains Tax

Future Income

Diversity

Contribution Analysis

Exposure

Multi-Currency Valuation

Multi-Period

Managing client portfolios?

Pay for what you need. Whether you track 5 portfolios or 500, you never pay more than $13.50 per portfolio, per month.


Professional pricing
Graphic design of pie chart, cone and circles