One dashboard for Canadian and U.S. holdings
Add stocks and ETFs manually to see an estimated portfolio value, annual dividend income, monthly average and portfolio yield. U.S. positions are converted into Canadian dollars using the USD/CAD rate and source shown in the app.
The dashboard starts with three sample positions so new visitors can understand the experience immediately. Replace or remove them whenever you are ready to build your own portfolio.
Plan around upcoming dividend payments
See the next estimated payments on the dashboard and explore them by date in the dividend calendar. The analysis view also helps you understand which holdings contribute the largest share of expected income.
- estimated annual and average monthly income;
- Canadian-dollar totals for CAD and USD holdings;
- upcoming payments and a personal dividend calendar;
- income distribution by holding.
Private by design and easy to back up
Your holdings are stored locally in the browser you use. No brokerage login is required, and the Settings page lets you export a backup file or import it on another device.