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Portfolio and Retirement Insights Made Simple

Perfect your investment strategy with intuitive, on-demand portfolio analysis and research tools. Tie your portfolios to goal-based retirement or drawdown planning, backed by award-winning finance expertise.

Trusted by  80,000+ investors for their wealth journey

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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, including ESG, so that you will not be caught off guard by another market downturn

Set retirement objectives. See how much you need to start saving now and how this amount changes with different investment options. For retirees, find the optimal drawdown strategy to minimize tax.

Compare your portfolio to benchmarks, peers, and hypothetical scenarios. Build portfolios that optimize risk and diversification. Check your exposure to specific stocks and more.

Choose from the following subscription tiers

*7-day money back guarantee*

Basic Monthly Plan  

Best for DIY investors who want to try Wealthscope for a month 


  • Portfolio Scorecards

  • Portfolio Comparisons

  • Portfolio Rebalancing

  • Portfolio Builders

  • Charged monthly, minimum subscription is 1 month

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."

Preet Banerjee
Personal Finance

"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." 

Brenda L.
Wealthscope user

"Wealthscope has been tremendously helpful in validating my investment strategy and exposing areas for improvement."

We are independently owned and do not sell any investment products

We are your objective voice in the industry

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