Portfolio and dividend tracker for investors in Canada and the US
Stage
Not given
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Founded
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Based in
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CA
Pricing model
Freemium
Freemium
Pricing
Not given
Free: Starter plan with 2 accounts and 10 holdings. Builder: CA$5.99/month or CA$49/year (save 32%). Planner: CA$12.99/month or CA$99/year (founding discount until April 30, 2027). US pricing: Builder $4.99/month or $39/year; Planner $9.99/month or $79/year (founding price).
Key features
Chart Analysis: paste charts to receive structure, support, resistance, entry, invalidation and objective
Market Pulse: live sentiment on X with mention counts and daily briefs
Alert Stream: qualifying moves delivered on Telegram at user-set thresholds
Live Trade Tape: server-rendered live flow with wallet, market, side, price and size
REST API and outbound webhooks on Principal tier after 90 days
Operator Leaderboard: ranked by measured alpha with verification window and trade observations
Import statements from PDF or screenshot
12-month dividend income calendar
Real returns calculation money-weighted
Custom benchmarks for performance comparison
What makes it different
All statistics measured from stored rows and reproducible from queries
Measures operator alpha by price movement following trades, not displayed P&L
Hit rate excludes slots with no retrievable outcome rather than counting as wrong
New features ship to Principal tier at no extra cost while price stays fixed
Load full investment history from PDFs or screenshots without manual entry
Automatic dividend reinvestment and tracking across all accounts
No brokerage password required for security and privacy
Retirement income projection with simulated market scenarios
Data stored in Canada with full export and deletion options
EdgeMarket