Dashboard

Your entire portfolio, visible in seconds.

Upload a CSV from Wealthsimple, IBKR, or any brokerage and instantly see your full allocation broken down by sector, ETF vs stock split, and top holdings — no manual entry required.

Get started free See plans

What you'll see

ETF / Stock split

Instantly know how much of your portfolio is indexed vs individual picks

Visual

Sector breakdown

See tech, financials, energy and more at a glance

Chart

Top holdings

Ranked bar chart of your largest positions by weight

Chart

Holdings cards

Every position summarized with ticker, value, and weight

Cards

📥

Drop in any CSV

Works with Wealthsimple, Interactive Brokers, Questrade, and any brokerage that exports holdings. Step-by-step export guides are built in.

⚡

Instant visual breakdown

No waiting, no setup. Charts and stats appear the moment your file is uploaded so you can start reviewing immediately.

💾

Saved to your account

Your portfolio persists across sessions. Log in from any device and pick up where you left off without re-uploading.

Ready to see your portfolio clearly?

Create a free account and upload your first CSV in under a minute.

Create free account See Portfolio →