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It's an awesome tool for Canadians, it consolidates all my banking and investment for a great overall overview. Just wish for a few more features, like automatic mortgage marking for transactions etc.
★★★★☆Anthony “ARMS”· Feb 2, 2025
For Canada, it is very good. The connection to the banks is not the best, however that is on the banks end of things.
★★★★★Kyle· Sep 3, 2021
Great portfolio tracker. I'm a new user, but so far it does what I wish Mint did! Focuses on the investment side, brings my portfolio together in one place. Definitely recommend. One minor nit; when it wasn't syncing with RBC Direct, the super helpful knowledge base article (which fixed the problem) wasn't nearly as easy to find as it could have been!
★★★★★Yunwei Li· May 8, 2026
I've been using this app for a couple of years. My plan was renewed, and I was charged $50 last month which is the yearly rate. I just noticed I was charged $50 again this month and another charge is scheduled for next month. Was there a price change? If so, I wasn't noticed at all. Edit: Google approved refund.
★☆☆☆☆Nevy Rodelu· May 26, 2026
Not good. Years after signing up for the first time they are still having connection issues which make the app unusable. Support is not very responsive, which being a paid subscriber is kind of not expected.
★☆☆☆☆pranav patel· Jun 18, 2024
I Started using this app to tack my finance. It was way to track all my investments over multiple platforms. It was interesting and motivating to see how they grew over the years. Then, the subscription model came in, all my institutions stopped syncing, and I couldn't do anything without paying $79 per year. I deleted my account and have moved on.
★☆☆☆☆Blair Kissel· Jun 7, 2026
Syncing is an exercise in frustration. Royal Bank, TD, Investors Group, Manlike, Scotiabank, EQ Bank... They all constantly fail to sync.
★☆☆☆☆Ken LeBlanc· Apr 20, 2026
Terrible app. New user and just wanted to track accounts manually for free but not user-friendly at all. Difficult to add accounts and they don't show up right away and no easy indication how to edit them (or delete since I added accounts twice as they didn't initially show up). They push you hard to upgrade to a paid version which im not interested in especially given the sync issues many are reporting. Will be deleting my account and hopefully finding something much better.
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