How well do you know your investments?
Get a second opinion on demand
Grade your investments on 6 dimensions: performance, downside protection, diversification, fund fees, income, and ESG
Our portfolio tools and comprehensive analytics help you understand your investments and develop your long term financial goals.
Receive a Wealthscope Portfolio Scorecard
and all the relevant portfolio analytics for an individual investment account, a select group of accounts, or an aggregate of all your accounts
Understand your portfolio risk and
risk drivers so that you will not be caught off guard by another market downturn
Set your retirement objectives. See how much you need to start saving now and how this amount changes with different investment options
Compare your portfolio performance to benchmarks and peers
Retail Investor edition
We believe every investor should have access to an objective second opinion, whenever they want and at an affordable price. Best of all, the retail investor version also comes with our innovative portfolio management and financial planning tools.
We do not manage money and therefore are not looking to sell you anything.
We are your objective voice in the industry.
I really like the aggregation of all my accounts so I can evaluate diversification and portfolio risk on an overall portfolio basis as opposed to account basis that the banks do.
John K., Investor and Wealthscope user
The latest attempt to provide second opinions may just be the greatest: a website called Wealthscope, where investors and advisers can put their existing portfolios through a brisk, thorough workout, or test their own ideas for portfolio building.
Rob Carrick, The Globe and Mail
The Wealthscope solution is easy to use, and will help investors reduce costs. It provides a lot more portfolio and risk analytics than anything that I have seen on the retail market.
Preet Banerjee, Personal Finance Expert and Public Speaker
(Wealthscope) has been tremendously helpful in validating my investment strategy and exposing areas for improvement.
Brenda L, Investor and Wealthscope user