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You can view TFSA Optimization, but editing and actions are locked on the free plan.
TFSA Optimization
Track contribution room, synced balances, deposits, and your safest next contribution move.
Current TFSA Balance
$0
Last updated: Not synced yet
Projected TFSA Value
$0
Based on monthly contributions and 0.0% expected return.
TFSA Room & Usage
Adds the selected synced accounts and manually entered TFSA accounts together.
Used
0%
Contributed / Deposits
$0
Selected synced contributions plus selected manual additions.
Safe Room Left
$0
Room left after your built-in buffer.
Total Contribution Room
$0
Auto-filled from birth year or manual input.
Room Tracker
Choose which account sources count, then add any TFSA accounts that are not synced.
TFSA contribution room
$
Birth year
Auto-calculated room
$109,000
Baseline estimate only.
Label
Current manual
$
Contributed manual
$
Growth Projection
Adjust return assumptions and see projected TFSA income potential.
Growth
+0%
Rule Income
$0/mo
Expected return %
Years
Income rule %
Projected TFSA value
$0
Start $0 + planned contributions.
Income @ 4.0% rule
$0/mo
Annual income rule divided monthly.
Contribution Plan Optimizer
Set frequency, contribution amount, goals, and RRSP context.
Contribution frequency
Amount per monthly
$
Goal target (optional)
$
Monthly income (optional)
$
Monthly expenses (optional)
$
Savings (optional)
$
RRSP room optional
$
Yearly pace
$0
Time to goal
Set amount
Free cash
$0
Risk
Low
Educational content only — not financial advice.