A complete investing simulation is now available
Explore Canadian and U.S. stocks and ETFs, recurring and limit orders, dividends and DRIP, portfolio risk, tax education and Monte Carlo ranges — with no real money moving.

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Product updates, new tools and the reasoning behind them — no hype, no fine print.
Explore Canadian and U.S. stocks and ETFs, recurring and limit orders, dividends and DRIP, portfolio risk, tax education and Monte Carlo ranges — with no real money moving.
Choose a goal, reuse your financial profile, assess readiness, compare scenarios and fees, then save, export or set a reminder for your plan.
One number from 0 to 100 that sums up your financial health across five pillars: cash flow, savings, debt, investments and housing. Free for every account, with a 12-month history for Pro.
Import CSV, OFX and QFX statements from any Canadian bank. Your files are parsed, categorized and deduplicated — and your banking credentials never touch our servers.
The Pro dashboard now projects your net worth up to 20 years out, with an adjustable return rate and your monthly surplus built in.
Model the Canada Education Savings Grant, carry-forward room and 18 years of compound growth — in French and English.