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-Keeping100-question guided process to generate a complete, personalized Canadian Will. Covers executors, guardians, assets, beneficiaries, trusts, final wishes, and CRA tax elections. Alberta-focused with all provincial options.
Open Will BuilderTrack, compare, and optimize all your Canadian insurance policies in one place. 14 insurance types, top providers, coverage scoring, smart gap detection, and renewal alerts.
Open Insurance ManagerComplete family financial health analysis powered by Claude AI. Aggregates budget, insurance, retirement, mortgage, investments, and taxes into one holistic picture with personalized recommendations.
Open Family AnalyticsPurpose, 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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