Investment tracking made simple
Confidential and Comprehensive Portfolio Tracking for the Modern Investor
Everything you need to track your wealth.
Net worth tracking
MoneySavvy combines all your holdings in one place to give you a clear picture of your net worth in an instant.
Say goodbye to spreadsheets with automated portfolio tracking!
Secure and anonymous
Add your transactions manually or by uploading a file. We support a number of Canadian institutions.
No need to share your brokerage credentials with us.
Asset allocations
Easily view how your assets are distributed across different currencies, account types and sectors.
Find out if you are over or under allocated in any asset class and update your portfolio accordingly.
Real-time updates
Get real-time P/L for all your holdings, across all your accounts.
Plus many more features launching every week!
Net worth tracking
MoneySavvy combines all your holdings in one place to give you a clear picture of your net worth in an instant.
Say goodbye to spreadsheets with automated portfolio tracking!
Secure and anonymous
Add your transactions manually or by uploading a file. We support a number of Canadian institutions.
No need to share your brokerage credentials with us.
Asset allocations
Easily view how your assets are distributed across different currencies, account types and sectors.
Find out if you are over or under allocated in any asset class and update your portfolio accordingly.
Real-time updates
Get real-time P/L for all your holdings, across all your accounts.
Plus many more features launching every week!