WealthWatch

WealthWatch is the portfolio tracker built by someone who actually uses one. Pull together every account: bank, brokerage, TFSA, RRSP, FHSA, 401(k), IRA, Roth IRA, real estate, crypto, all into one net worth number. Updated live.

Built for self-directed investors in Canada and the US first; UK and Australia foundation included.

WHAT'S INCLUDED FOR FREE

• Net worth across every account, currency, and asset class
• Holdings dashboard with consolidated positions across brokers
• Dividend tracking — calendar, ex-dates, cumulative income
• ACB / cost-basis tracking with superficial-loss detection (Canada)
• Cost-basis + wash-sale detection (US)
• Contribution-room tracking — TFSA, RRSP, FHSA, 401(k), Roth IRA, HSA
• Multi-currency net worth with daily FX
• Tax-aware reports — capital gains, eligible vs ordinary dividends, foreign withholding
• FIRE calculator + retirement projections

WHAT PRO ADDS ($4.99/MONTH)

• Strategy Analytics — options structures across your holdings, scored on IV rank, days to earnings, position size. For your own research; not financial advice.
• Portfolio Perspectives — Buffett DCF, Graham, Lynch, Greenblatt lenses on your holdings as educational analysis frameworks
• Options Lab — multi-leg builder for iron condors, verticals, diagonals; payoff diagrams; Greeks
• Risk Analytics — VaR, sector concentration, correlation matrix
• Performance Analytics — trade-by-trade P&L with MFE/MAE, win rate, edge vs SPY/QQQ
• Natural-language portfolio chat — ask "what's my YTD dividend in CAD?" and get answers from your real data
• Tax optimization — tax-loss harvesting, asset location, contribution priority

PRIVACY-FIRST

• Read-only broker connections — we cannot move your money
• Encrypted at rest, TLS in transit
• No ads, no data sales, no AI training on your transactions
• Delete your account and all data with one click

WealthWatch is not a registered investment advisor and does not provide personalized financial, tax, or investment advice. All analytics are illustrative and based on user-imported data. Users are responsible for their own investment decisions.