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Basic is free. Pro is guided planning. Elite adds premium investing tools + synced analysis.
Monthly
Plan
Pro
$19.99
per month
Most Popular
  • ✓Monthly spending reports
  • ✓AI finance recommendations
  • ✓Full financial report
    Synced
  • ✓TFSA optimization
  • ✓Fund & fee comparison
    Data
  • ✓Retirement projections
  • ✓Save scenario & projections
Cancel anytime. Basic stays free.
Yearly
Plan
Pro
$149.99
$12.50 /mo billed yearly
Best Value
  • ✓Monthly spending reports
  • ✓AI finance recommendations
  • ✓Full financial report
    Synced
  • ✓TFSA optimization
  • ✓Fund & fee comparison
    Data
  • ✓Retirement projections
  • ✓Save scenario & projections
Cancel anytime. Basic stays free.
Monthly
Plan
Elite
$39.99
per month
Auto Syncing
  • ✓Monthly investing reports
    Synced
  • ✓AI Investing Suggestions
    Synced
  • ✓Full Financial Report
    Synced
  • ✓Portfolio analyzer
    Synced
  • ✓Dividend income calculator
    Data
  • ✓Fund & fee comparison
    Data
  • ✓TFSA Optimization
    Synced
  • ✓TFSA vs RRSP
    Synced
  • ✓Retirement projection
    Synced
  • ✓Save scenarios & projections
Cancel anytime. Basic stays free.
Yearly
Plan
Elite
$249.99
$20.83 /mo billed yearly
Auto Syncing
  • ✓Monthly investing reports
    Synced
  • ✓AI Investing Suggestions
    Synced
  • ✓Full Financial Report
    Synced
  • ✓Portfolio analyzer
    Synced
  • ✓Dividend income calculator
    Data
  • ✓Fund & fee comparison
    Data
  • ✓TFSA Optimization
    Synced
  • ✓TFSA vs RRSP
    Synced
  • ✓Retirement projection
    Synced
  • ✓Save scenarios & projections
Cancel anytime. Basic stays free.
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