Analyze All of Your Investments in One Place
You should not need multiple log-ins to view your investments. We make accessing your portfolios easy with account aggregation via Wealthica, Upload AI, and/or manual entry.
Evaluate Your Investment Strategy like a Pro
Access intuitive portfolio insights built on decades of financial research and CFA expertise, with the click of a button. Understand if you are making the right investment decisions today to achieve your financial goals in the future.
Align Portfolios with Your Financial Goals
Your investment decsision is an integral part of your financial planning. Inject your actual portfolio or a hypothetical one into our planning simulations to see how you could optimize your strategy for a specific goal.
Powerful Portfolio and Planning Tools for Every Investor
Portfolio Reviews
Group investment accounts from different institutions, deep dive into six important dimensions of your investments with AI insights.
Goal-based Planning
Whether you are planning for retirement or already retired and drawing down your assets, we have a plan for you.
Risk Profile Assessment
Evaluate whether your personal risk profile is aligned with your portfolio risk.
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Rob Carrick
Globe & Mail
"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. "
John K.
Wealthscope user
"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 B.
Wealthscope user
"I just wanted to pass on how much I love your software solution. I have looked for years for something this useful for a DIY investor."
Brenda L.
Wealthscope user
"Wealthscope has been tremendously helpful in validating my investment strategy and exposing areas for improvement."
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