See Beyond the Ticker
Choose full research or add full portfolio tracking.
Free
$0
- Browse ETFs and every fund report.
- Look through funds to the companies underneath.
- See this year's tax character; track one portfolio using average cost.
Research
$4CAD/month
7-day free trial, then $4 CAD/month from day 8.
- On each fund’s report page, see its after-tax figures by account and province.
- Compare 10 funds; backtest 20 ETFs.
- See tax history for every year on file and income trends.
Portfolio
$9CAD/month
7-day free trial, then $9 CAD/month from day 8.Track one portfolio during your trial; up to five when your paid plan starts.
- See your real cost base with return of capital and T3 data.
- See after-tax portfolio income and yield by account and province.
- Track portfolios; explore Exposure, Risk and What-If replay.
How do the paid plan trials work?
Research and Portfolio each have a 7-day trial with monthly or yearly billing; enter a card at sign-up, and your first charge is on day 8 unless you cancel before then. You can cancel anytime from your account page, with one free trial per account; a Portfolio trial lets you track one portfolio, then up to five when the paid plan starts.
How do I switch between Research and Portfolio?
Choose the other paid plan to switch. Research keeps the Free-level portfolio tracker.
How do I cancel?
Cancel anytime from your account page.
Prices in CAD. Tax extra. Paid checkout by Stripe.