Portfolio and dividend tracker for investors in Canada and the US
Your Risk. Your Size.
Stage
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Founded
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Based in
CA
DE
Pricing model
Freemium
Free
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
Multi-market support for crypto, forex, stocks, indices and commodities
Calculates position size from account risk and stop distance
Returns results in market-specific units: lots, shares, contracts or crypto quantity
Shows max loss, position value, stop price and margin before order placement
Fast input workflow for entry, stop, risk and leverage
Risk Reward Calculator tool
Trading Strategy Simulator tool
Consistent workflow across different market mechanics
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
Built as a mobile trading tool, not a web calculator, for daily repeat use
No spreadsheets, browser tabs or ads required
Live price integration and custom price entry
Educational content explaining position sizing logic