Let's Talk About Your Portfolio
Whether you're tracking a few investments or managing a complex portfolio, we're here to answer your questions and explore how our monitoring tools might fit your needs.
Reach Us
Office
148 Third St #116
Cobourg, ON K9A 5X2
Canada
Phone
Response Time
We typically respond within one business day. For urgent portfolio matters, call us directly.
Send Us a Message
Share what's on your mind. The more we know about your situation, the better we can help.
What We Stand For
These aren't just words on a wall. They guide every decision we make, from how we design our platform to how we handle your data.
Clarity Over Complexity
Investment tracking shouldn't require a finance degree. We break down complicated market data into something you can actually use. No jargon, no unnecessary bells and whistles.
Your Data, Your Control
We built our system so you always know what's happening with your information. You decide what we track, what we store, and when we delete it. Simple as that.
Honest Conversations
If something breaks, we tell you. If a feature won't work for your situation, we say so. We'd rather lose a sale than make a promise we can't keep.
Common Questions We Get
The Problem
You've got investments scattered across multiple brokerages and platforms. Checking each one individually takes forever, and you never have a complete picture.
How We Help
Our platform connects to different accounts and pulls everything into one view. You can see your entire portfolio in minutes instead of hours. We support most major Canadian brokerages and work with international accounts too.
The Problem
Market data arrives constantly, but you're not sure which changes actually matter for your portfolio. You end up either ignoring everything or getting overwhelmed by notifications.
How We Help
You set the rules for what's important. Maybe it's a 5% drop in tech stocks or unusual volume in your energy holdings. The system watches for your specific triggers and stays quiet the rest of the time.
The Problem
Tax season rolls around and you're scrambling to piece together your investment activity from spreadsheets, statements, and memory. It's messy and stressful.
How We Help
We track your transactions throughout the year and generate reports that work with Canadian tax requirements. Export your data in formats your accountant can use, or review it yourself before filing.