Portfolio and dividend tracker for investors in Canada and the US
Web-based options research platform for scanning watchlists, comparing contracts and modeling strategies
Stage
Not given
Not given
Founded
Not given
Not given
Based in
CA
Not given
Pricing model
Freemium
Paid
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).
Visualizer: $10 USD/month or $100 USD/year; Pro: $30 USD/month or $300 USD/year; All Access: $50 USD/month or $500 USD/year. Seven-day All Access trial available with card required.
Key features
Import statements from PDF or screenshot
12-month dividend income calendar
Real returns calculation money-weighted
Custom benchmarks for performance comparison
Live options strategy visualizer with payoff modeling across price and time
Options Yield Matrix for comparing contracts by monthly yield, breakeven and probability
Short Options Scanner for cash-secured puts and covered calls
Advanced Strategy Scanner for multi-leg option structures
Auto-calibration to update strike targets based on market levels
Trade journal with thesis, fills, adjustments, rolls and outcome tracking
AI Analyst for questioning assumptions and comparing setups
Live ThetaData market data with streaming updates
Portfolio view with profitability and campaign history
Learning Hub with lessons on strategies and risk management
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
Connected workflow from watchlist scanning through trade completion in one platform instead of multiple disconnected tools
Monthly Yield % metric that standardizes returns across different expiries and strikes for easier comparison
Auto-calibration to keep strike targets current with market positioning instead of manual updates
Built by a trader for traders, starting with one core problem to solve