Your personal finance hub. Choose a service below to get started.
We recommend first-time visitors check our About page and read Training & Learning section to understand how to use the platform.
Track your investment portfolios, monitor real-time prices, and review your transaction history across multiple accounts. Organize holdings into groups and visualize performance over time.
Open PortfolioCalculate capital gains, tax corrections, and cost-basis adjustments for your Canadian tax return. Import broker statements and export a ready-to-file summary in seconds.
Open CalculatorGet AI-powered ETF and stock recommendations, dividend analysis, and portfolio ideas tailored to your holdings. Ask questions about your portfolio using the built-in chat assistant.
Open AnalyticsManage business income, expenses, travel, depreciation, and cash flow for your company. Import and export data as a spreadsheet and keep backups of your records.
Open Small-Business TrackerTrack income, expenses, home office, and capital assets for your sole proprietorship. Matches CRA-style annual reporting.
Open Self Employed TrackerTrack rental property income, CRA-categorized expenses, and car/travel trips in one place. Import and export your data as an Excel spreadsheet and keep a full backup history.
Open Rental Property TrackerTrack personal income and spending across all bank accounts and credit cards. Import CSV statements, auto-categorise transactions, and get a clear monthly summary of where your money goes.
Open Family BudgetCalculate your sabbatical or pre-retirement runway. Enter savings, income, passive income, and expenses to see exactly how long you can financially sustain a career break โ with worst, base, and best case scenarios.
Open PlanningPlan your full retirement with official 2025 Canadian government benefit rates โ CPP, OAS, GIS. Model RRSP, TFSA, LIRA projections. See a year-by-year income vs. expense table to age 95 across three scenarios.
Open Retirement PlanCalculate your mortgage payment or see what you can afford. GDS/TDS based affordability, semi-annual compounding. Risk-free payment rules and strategy tips.
Open Mortgage CalculatorCanadian tax preparation hub for Tax Year 2025. Enter all T-slips, RRSP contributions, medical expenses, and donations. Get a live federal tax estimate aligned with CRA T1 line numbers. Share with your CPA via a secure read-only link.
Open Book-KeepingPurpose, how-to and capabilities for every service โ Portfolio, Calculator, Business, Self Employed, Mortgage, Budget, and more. Investment basics and pension concepts.
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