We Help You Track What Matters
Back in 2019, we started because someone needed a clearer picture of their investments. That simple request turned into something bigger—a service that gives regular people the tools to watch their money grow without the confusion.
Started Small, Grew Real
What began as a weekend project—building a dashboard for a friend's portfolio—quickly caught attention. People wanted transparency. They were tired of checking five different platforms just to see how their investments were actually doing.
We're not trying to be another brokerage or promise overnight wealth. We just watch your investments across different accounts and show you what's happening in plain language. Sometimes that means good news, sometimes it's a reality check. Either way, you deserve to know.
Based in Dartmouth since day one, we've served over 2,400 Canadians from coast to coast. Most found us through word of mouth—which tells us we're doing something right.
What Keeps Us Going
These aren't corporate buzzwords. They're the principles we actually use when building features and talking with clients.
Honest Numbers
Your portfolio went down? We'll show you. Up? Great, but we won't pretend we caused it. We display data as it is—not how we wish it looked.
Real-Time Updates
Markets move fast. Our sync happens every few hours during trading days so you're working with current information, not yesterday's snapshot.
Plain Talk
Financial jargon exists, but you shouldn't need a dictionary to understand your own money. We explain things the way you'd chat with a friend over coffee.
Small Team, Big Care
We're eleven people total. No massive call centers or outsourced support. When you email, you're talking to someone who actually works on the platform. Most of us came from finance or tech backgrounds where we saw how complicated things had become—and wanted to change that.
Sienna Bjornstad
Client Success Lead
Spent six years at a big bank watching clients get confused by their statements. Now she makes sure our interface makes sense to actual humans. Answers most support emails within two hours.
Keira Lundquist
Data Integration Specialist
The person who keeps all your account connections working smoothly. Has connected over 40 different financial institutions to our system and troubleshoots sync issues faster than anyone.
How We Actually Work
- Connect Your Accounts Link your investment accounts securely. We use read-only access—we can see your holdings but never move money or make trades on your behalf.
- Watch Everything Together Instead of logging into multiple platforms, see all your investments in one dashboard. RRSPs, TFSAs, regular brokerage accounts—all in one view.
- Get Context, Not Just Numbers We break down what's changing and why. Market dip affecting your tech stocks? We'll show you the sector impact, not just the red numbers.
- Adjust as You Go Set alerts for big changes, track specific goals, or just check in when you feel like it. The platform adapts to how you want to use it.
Ready to See Your Full Picture?
Join the thousands of Canadians who've stopped juggling multiple logins and started actually understanding their investments. No sales calls, no pressure—just clear information when you need it.
Get Started Today