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FinWise
WealthWise is a portfolio tracking and analysis tool made for Canadians. Most of us juggle 2–4 accounts across brokers — Wealthsimple, Questrade, and more. WealthWise brings them into one dashboard so you can finally see your true performance

Website, pricing, platforms and company facts side by side.
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| Website | mywealthwise.ca | codegres.org |
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| Company | Startup from Canada · 1 - 9 employees · 2026 | — |
| Listed in |
In their own words, as submitted to SaaSHub.


WealthWise is a portfolio tracking and analysis tool made for Canadians. Most of us juggle 2–4 accounts across brokers — Wealthsimple, Questrade, and more. WealthWise brings them into one dashboard so you can finally see your true performance (not just the balance), your projected dividends, your...
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As answered by people managing MyWealthWise.ca and Codegres.org.
MyWealthWise.ca's answer
Most portfolio trackers are built for a global or US audience and require a paid subscription. WealthWise is made for Canada, bilingual, and free to start. It understands Canadian registered accounts, the dividend tax credit, and Canadian brokers (Wealthsimple, Questrade and others). For a Canadian who wants a clear, no-cost way to see their true performance and dividends across several accounts at once, it's purpose-built. (WealthWise is a tracking and analysis tool, not a registered investment advisor.)
MyWealthWise.ca's answer
WealthWise started from a common Canadian frustration: juggling several brokerage accounts — a TFSA here, an RRSP there — with no single, clear view of how the whole portfolio is actually doing. The existing tools were either US/global-focused, English-only, or paywalled. WealthWise was built to give Canadians one clear, bilingual, free place to track their real performance, dividends and goals — without giving investment advice.
MyWealthWise.ca's answer
WealthWise is built specifically for Canadian investors and is fully bilingual (English/French) — a rare combination. It tracks the accounts Canadians actually use (TFSA, RRSP, FHSA, RESP, non-registered) with the right rules, and shows your real return — not just your balance — plus projected dividends, allocation by sector and country, and your progress toward financial independence (FIRE). Data is hosted in Canada . It also includes 70+ free calculators and quizzes, and there's a genuinely useful free plan.
MyWealthWise.ca's answer
Canadian DIY investors — people who manage their own portfolios across one or more brokers and want a clear picture of their real return, dividends and asset allocation. It serves everyone from beginners building their first TFSA to FIRE-focused investors tracking their path to financial independence, in both English and French Canada.
MyWealthWise.ca's answer
React + TypeScript (Vite) front-end, hosted on Vercel. Supabase (PostgreSQL + authentication) for the backend, Stripe for payments, and Google Gemini for the AI portfolio analysis. Broker connectivity is handled through a third-party aggregator, with data hosted in Canada.
MyWealthWise.ca's answer
WealthWise is a consumer product used by individual Canadian DIY investors (TFSA/RRSP/FHSA holders, dividend investors, and the FIRE community) — not an enterprise/B2B tool.
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