Your household's investments, in one place.
Track TFSAs, RRSPs, RRIFs, RESPs, and non-registered accounts across every family member — holdings, market value, dividends, and tax-aware gains, built for Canadian households.
Household & individual views
See the combined household portfolio, or drill into any one member's holdings.
Registered vs. non-registered
TFSA, RRSP, RRIF, RESP, and non-registered accounts, clearly separated.
Dividends & tax-aware sales
Track dividend income or reinvestment, and capital gains/losses on sale.