Portfolio Management for Canadian accountants & financial advisors
Manage client investments & generate professional reports
Simple, easy to use, and designed by a Canadian Chartered Accountant
Up to 10 Investor Portfolios
Enter all the brokerage accounts, securities, and trades you need.
Full Range of Financial Instruments
Stocks, bonds, funds, options, dividends ... see the full list.
Record transactions with multiple foreign currency exchange rates.
Custom Stock Pricing
Use our professional pricing data or enter stock prices manually.
Portfolio,Transaction history, Capital gains, and more.
Income & Capital Gains
Calculated in accordance with Canadian income tax laws.