Upgrade
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 reportSynced
- ✓TFSA optimization
- ✓Fund & fee comparisonData
- ✓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 reportSynced
- ✓TFSA optimization
- ✓Fund & fee comparisonData
- ✓Retirement projections
- ✓Save scenario & projections
Cancel anytime. Basic stays free.
Monthly
Plan
Elite
$39.99
per month
Auto Syncing
- ✓Monthly investing reportsSynced
- ✓AI Investing SuggestionsSynced
- ✓Full Financial ReportSynced
- ✓Portfolio analyzerSynced
- ✓Dividend income calculatorData
- ✓Fund & fee comparisonData
- ✓TFSA OptimizationSynced
- ✓TFSA vs RRSPSynced
- ✓Retirement projectionSynced
- ✓Save scenarios & projections
Cancel anytime. Basic stays free.
Yearly
Plan
Elite
$249.99
$20.83 /mo billed yearly
Auto Syncing
- ✓Monthly investing reportsSynced
- ✓AI Investing SuggestionsSynced
- ✓Full Financial ReportSynced
- ✓Portfolio analyzerSynced
- ✓Dividend income calculatorData
- ✓Fund & fee comparisonData
- ✓TFSA OptimizationSynced
- ✓TFSA vs RRSPSynced
- ✓Retirement projectionSynced
- ✓Save scenarios & projections
Cancel anytime. Basic stays free.
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