Portfolio and dividend tracker for investors in Canada and the US
AI trading assistant with live market data, strategy builder and signals
Stage
Not given
Not given
Founded
Not given
Not given
Based in
CA
US
Pricing model
Freemium
Freemium
Pricing
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).
Free plan with limited features. Trader plan: $20/month (introductory, standard $30/month) includes 100 AI analyses per month, 30 custom strategies, 5 running strategies at once, cTrader execution. Gold plan: $30/month (introductory, standard $69.99/month) includes 250 AI analyses per month, unlimit
Key features
Import statements from PDF or screenshot
12-month dividend income calendar
Real returns calculation money-weighted
Custom benchmarks for performance comparison
AI analysis with live prices, indicators and news
No-code strategy builder with backtesting on real market history
Trading signals via push notifications and Telegram
Direct broker integration: cTrader and MetaTrader 5
Economic calendar with AI commentary on high-impact events
Portfolio analysis and risk tracking
20+ technical indicators including RSI, MACD, Bollinger Bands
Access to 102 assets across crypto, forex, commodities and stocks
Available on iOS, Android, and web
Broker screenshot scanning for chart analysis
What makes it different
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
Combines real-time market data with AI reasoning instead of generic chat
Explains the why behind trades, not just signals without reasoning
Powered by Claude from Anthropic for strong reasoning capabilities
No-code strategy building in plain words with instant backtesting
Never holds user funds or places trades automatically