Portfolio and dividend tracker for investors in Canada and the US
AI trading coach that identifies patterns in your trades and behavior
Stage
Not given
Startup
Founded
Not given
2024
Based in
CA
Not given
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).
Not given
Key features
Import statements from PDF or screenshot
12-month dividend income calendar
Real returns calculation money-weighted
Custom benchmarks for performance comparison
Trade import from 50+ brokers including Interactive Brokers
CSV import and export
Pattern recognition and naming
Daily coaching insights
Unlimited coaching memory
Deep pattern fingerprinting
Pre-market planning
Performance analytics
30 coach replies per month
Trade journal with unlimited logging
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
Behavioral coaching from actual trade history, not signals or predictions
Identifies repeated patterns with cost quantification in minutes
EU-hosted, GDPR-compliant data with no sharing or sales
First insight possible with as few as 3 trades
Research-driven AI grounded in behavioral science and peer-reviewed research
Clarveo