Personal portfolio tracker

Know exactly what your money is doing.

Finance turns your trades into a clear picture of what you own, what you've gained, where your risk is and how your goals are tracking. Every account, in plain words.

No broker connection · Never trades · Export everything, any time

The Finance dashboard on a sample portfolio: a total, the gain since starting, and value over time

Shown with a sample portfolio of made-up companies.

From trades to answers in three steps

1
Add what you own
Type a trade, import your broker's file, or upload a screenshot of your account. Check the preview; undo an import in one click.
2
It does the math
Holdings, average cost, gains, dividends and currencies, worked out from your own trades and daily prices. Every figure says how.
3
Understand and plan
See your risk, how far you are from the mix you want, and how a goal is tracking. Ask the AI anything in plain English.

A look inside

Everything about your money, in one place

The answer first

Your total, what you've gained since you started, and how it got there, in one view across every account.

Value over time against what you put in
Monthly ups and downs
Holdings, largest first, with gains

The dashboard: a total of CA$29,539, up CA$4,015 since starting, and a value-over-time chart

See it move

Quick to read, quick to update

Your dashboard at a glance. The total counts up, then holdings, monthly performance and your mix.

Record a trade in seconds. The summary works out the total as you type, so a slip shows before you save.

Made for real accounts

The details other trackers skip

Canadian accounts, built in

TFSA, RRSP, FHSA, RESP, LIRA and pensions. Tax notes only where gains are actually taxable.

Six currencies, one answer

CAD, USD, EUR, GBP, AUD and INR. Each trade converts at its own day's rate; a missing rate is flagged, never guessed.

Average cost, done right

Adjusted cost base for a CAD or GBP portfolio, lot-by-lot FIFO otherwise, so the gains match how they're reported.

Group plans without a ticker

Work RRSP or pension fund with no symbol? Add it from a statement, and it counts everywhere your other holdings do.

Stock splits handled

Splits are found nightly and offered to you to apply, without editing your trades, so any mistake is one click to undo.

Targets and rebalancing

Set the mix you want. It shows the drift and drafts the trades, or how to rebalance with new money only, for you to place.

Meet Dewy, your AI assistant

Ask your portfolio anything

Questions you'd normally work out with a spreadsheet, answered in plain English from what you actually own. Dewy is a tap away on every page.

Questions people ask

Am I too dependent on any one holding?
What would a 20% drop in tech cost me?
Which holding has paid me the most in dividends?
Should extra money go to my mortgage or my TFSA?
Why did my portfolio fall last week?
Is my house deposit on track for 2029?

Your own figures
Holdings, trades, dividends, cash, risk, targets, goals and your mortgage, so the answer is about your money, not money in general.
The news, if you want it
Turn on news and web search and it reads what's being written about your holdings, with every source linked.
Keep the good questions
Pin a question to your dashboard and its answer updates every night. Type it, or just say it.

Answers are educational, never advice, and conversations are deleted after 90 days without a new message.

An answer from Dewy to 'Am I too dependent on any one holding?', worked out from the sample portfolio's holdings and risk — An example answer on the sample portfolio: the stock doing most of the moving isn't the biggest holding, and the numbers show why.

AI that shows its work

Explanations you can check, not predictions to trust.

Starts from your numbers
Insights begin as checks in code on your actual holdings. The AI ranks and explains them; it doesn't invent them.
Cited, or not said
When it looks something up, it links every page it used. Your portfolio's figures never come from the web.
Never trades, never advises
Educational analysis only. Anything it suggests, you review and do yourself, if at all.

An AI insight with why it matters and what you could do

On your phone

The same answers, in your pocket

Every page is built for a phone too: rows instead of wide tables, a tab bar for the places you visit most, and text sized to read without zooming. Light or dark, as you prefer.

Your data

Private by design

Only what you enter

No broker connection. It can't trade, move money, or see other accounts, and only you can see yours.

Two-step sign-in

Add an authenticator app, with recovery codes and trusted devices, so a password alone isn't enough.

Yours to take

Export a full backup or a spreadsheet of your trades whenever you like. AI and web lookups stay off until you use them.

Questions

Does it connect to my broker or bank?

No. It only knows what you enter or import, can't move money or place trades, and can't see your other accounts.

Is this financial advice?

No. It's a tracker with educational analysis of your own holdings. It explains what it sees and shows its working; the decisions stay yours.

Where do prices come from?

Market-data providers, refreshed at the end of each trading day. Each page says when its prices are from.

What does the AI see?

Nothing until you use an AI feature. Then it gets the figures it needs from your portfolio. News and web lookups stay off until you turn them on.

Can I get my data out?

Any time: a full backup, or a spreadsheet of your trades you can re-import here or open anywhere.

How do I get an account?

Accounts are created by an administrator for now. If you have one, log in; otherwise ask the person who runs this site.