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Your full financial picture, in one place

See your money,
all in one place

Track investments, manage your budget, and stay on top of bills with a clean, intelligent dashboard.

Private. Secure. No trading access.

Net worth
$0
+$1,650 (1.18%)
Portfolio7d
$127,850+2.9%
Budgetthis month
$2,715of $2,950
Spendingtop categories
  • Housing$1820
  • Groceries$482
  • Transit$198
Upcomingbills
  • Rent
    Nov 1
    $1800
  • Hydro
    Nov 4
    $87
  • Spotify
    Nov 7
    $11
Investments
Track holdings, performance, and key events
Budgeting
Upload statements and track monthly spending
Bills
Monitor due dates and payment details
Insights
Daily updates across your finances

One dashboard. Everything that matters.

Your investments, spending, and bills in a single, premium view — designed for clarity.

Net worth
$142,390
+$1,650 today
Investments
$127,850
Cash
$14,540
Portfolio performance
$127,850
+2.9% / 7d
Monthly spending
$2,715
vs $2,950 budget
Categories
  • Housing$1820
  • Groceries$482
  • Transit$198
  • Entertainment$215
Upcoming bills
  • Rent
    Due Nov 1
    $1800
  • Hydro
    Due Nov 4
    $87
  • Spotify
    Due Nov 7
    $11
Today's updates
  • Portfolio up 1.18% — led by tech holdings
  • You're $235 under budget this month
  • Rent due in 3 days ($1,800)
  • AAPL earnings released after close

How it works

From raw statements to a clear picture in three steps.

01

Upload your data

Import Wealthsimple reports and financial statements.

02

We organize everything

Auto-match holdings, categorize transactions, detect recurring bills.

03

Get clarity

See trends, performance, and upcoming payments in one place.

Investing

Track your investments with context

  • Daily performance updates
  • Earnings and key events
  • Relevant news and sentiment
Holdings+2.9% today
  • AAPL
    Apple
    $22,140
    +1.42%
  • VFV
    S&P 500 ETF
    $48,300
    +0.86%
  • BTC
    Bitcoin
    $11,820
    -0.94%
  • MSFT
    Microsoft
    $18,470
    +2.13%
Budgeting

Understand your spending

  • Upload statements
  • Auto-categorize transactions
  • Track monthly budgets
  • See spending trends
Budget vs actualOctober
Bills

Stay on top of every payment

  • Track recurring bills
  • Monitor due dates
  • Store confirmation numbers and notes
  • Avoid missed payments
Recurring bills4 this month
  • Rent
    Nov 1 · Due in 3d
    $1800
  • Hydro
    Nov 4 · Due in 6d
    $87
  • Internet
    Nov 12 · Auto-pay
    $75
  • Spotify
    Nov 7 · Auto-pay
    $11
Daily insights

Know what changed

  • Portfolio movement
  • Budget progress
  • Upcoming bills
  • Key updates
Today's updates
  • Portfolio
    Up 1.18% — tech holdings led the day
  • Budget
    $235 under budget with 4 days left
  • Bills
    Rent ($1,800) due in 3 days
  • Event
    AAPL earnings released after market close
No trading functionality
No financial advice
Built for clarity

Start building your financial dashboard

Bring your investments, spending, and bills together. Free to start.