Portfolio and dividend tracker for investors in Canada and the US
AI-powered order-flow trading platform for futures, forex, stocks and crypto
Stage
Not given
Not given
Founded
Not given
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Based in
CA
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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).
Free plan with limited features forever. Pro: $50/month billed yearly or $85/month billed monthly. Ultimate: $67/month billed yearly or $115/month billed monthly. Perpetual: $1,499 one-time payment with optional updates around $50/year. Market data fees billed separately by provider.
Key features
Import statements from PDF or screenshot
12-month dividend income calendar
Real returns calculation money-weighted
Custom benchmarks for performance comparison
Institutional order flow with footprint and cumulative delta analysis
MBO liquidity heatmap with 3D volume bubbles and VWAP clustering
Native multi-account trade copier with per-account sizing and kill switch
Algo Studio Pro: automated strategy generation and walk-forward optimization
Trade journal with AI reviews, playbooks and tilt meter
Risk Master with daily loss caps and hard day-lock
240+ indicators and studies including TradeDevils suite
Options chain, screener and analyzer with Greeks and implied volatility
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
Broker-neutral: keep your existing broker and data feeds, no forced migration
Full TradeDevils indicator suite built in, no additional purchases required
AI that reads your actual chart data, not a generic chatbot
Algo Studio built-in strategy generator avoids $1,690 separate tool cost
Perpetual license option: pay once and own it forever
SabrTrader