Portfolio and dividend tracker for investors in Canada and the US
Connect an MCP-capable AI assistant to manage MT5 trading accounts and place orders with your own API key
Stage
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Founded
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Based in
CA
TR
Pricing model
Freemium
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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).
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Key features
Import statements from PDF or screenshot
12-month dividend income calendar
Real returns calculation money-weighted
Custom benchmarks for performance comparison
List MT5 accounts with status, balance and equity
View open positions for an account
Place buy, sell or close orders with optional strategy ID and order comment
Create new MT5 accounts and instances
Access recent webhook signal events
Instant key revocation from the panel
Same safety guards as TradingView webhooks including symbol allow-list and volume cap
Works with Claude Desktop, OpenAI Codex, Gemini CLI, Cursor and any other MCP client
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
No lock-in — use whichever AI assistant you trust
No hidden signal advice from the service — trading decisions are yours or your AI's
API keys can be scoped with expiry and revoked instantly