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Basic

For getting started with complete investment records.

$0Free Tier (Closed Beta)
  • 1 portfolio · 6 accounts
  • 500 transactions per calendar tax year
  • Capital, business, and registered accounts; supported investment types
  • CSV import/export, PDF export, ACB and Wash Rule calculations, explanations, and core reports
  • Use with your AI: Review records and ask questions

Investor

For investors managing more accounts and records.

$9.00 CAD/ month
  • 3 portfolios · 20 accounts
  • 2,500 transactions per calendar tax year
  • Everything in Basic
  • Use with your AI: Review, create, and edit records with your approval

Power Investor

More capabilities are coming.