Portfolio and dividend tracker for investors in Canada and the US
Free US stock and ETF research with screeners, quotes, charts and news
Stage
Not given
Startup
Founded
Not given
2024
Based in
CA
US
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).
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
Stock screener with 60+ filters for valuation, dividends, growth, profitability, analyst ratings, performance and technicals
ETF screener with 50+ filters including asset class, issuer, expense ratio, yield and volatility
Interactive price charts powered by TradingView's Lightweight Charts library
Financial statements including income statements, balance sheets and cash flow statements
Real-time prices from IEX during regular US market hours
Embeddable stock widgets for websites
Market lists for indices and sectors including S&P 500, Nasdaq-100, Russell 2000 and sector breakdowns
Delisted stock pages showing acquisition, merger or bankruptcy outcomes
Cryptocurrency quotes and charts for major cryptocurrencies
Stock market dictionary with financial terms in plain language
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 account or sign-up required to access all research
Covers 6,000+ stocks and 5,000+ ETFs with daily updated market data
Real-time prices during market hours from IEX exchange
Open-source widget code on GitHub for embedding market data on other websites
No cookies, analytics trackers or personal data collection