Building Tomorrow's Investment Tools
Since 2019, we've been crafting investment applications that help Canadians make smarter financial decisions. Our journey started in a small Sydney office with a simple belief: technology should make investing more accessible, not more complicated.
Our Evolution
Every milestone shaped our commitment to creating investment tools that actually work for real people managing their financial futures.
The Beginning
Two former bank analysts noticed a gap between sophisticated institutional tools and what individual investors could access. We started building our first prototype in Helena's basement, focusing on portfolio tracking that didn't require a finance degree to understand.
First Real Users
Our beta version attracted 500 Nova Scotia investors who were tired of spreadsheets and confusing interfaces. Their feedback taught us that simplicity isn't about dumbing things down—it's about presenting complex data in ways that make sense when you're making important decisions.
National Recognition
Canadian Investment Review featured our risk assessment algorithms, and suddenly we had inquiries from across the country. We realized our approach to combining technical analysis with behavioral insights was resonating with a broader audience than we'd initially imagined.
Looking Forward
Today, we're working on integration tools that connect with major Canadian brokerages while maintaining the user-focused design philosophy that started this journey. The technology has evolved, but our core mission remains the same: making investment management accessible without sacrificing sophistication.
What Drives Our Work
Behind every feature we build is a real challenge that Canadian investors face when managing their portfolios.
Data That Makes Sense
We spent months figuring out how to present portfolio analytics without overwhelming users. The breakthrough came when we realized people don't want more data—they want the right insights at the right time. Our dashboard now highlights what matters most for your specific situation.
Over 15,000 portfolios now tracked daily
Risk Assessment That Works
Traditional risk questionnaires ask about your comfort level with losses, but that's not how real decisions work. Our approach analyzes your actual trading patterns and adjusts risk calculations based on market conditions and your demonstrated behavior, not just survey answers.
Accuracy improved by 40% over standard methods
Mobile-First Design
Most investment apps are desktop tools squeezed onto phone screens. We built ours from the ground up for mobile use because that's how people actually check their investments—quickly, between meetings, while commuting. Every interaction is optimized for decision-making on the go.
85% of users primarily access via mobile
Canadian Tax Integration
RRSP contributions, TFSA limits, dividend tax credits—Canadian investors face unique considerations that most international platforms ignore. Our tools automatically factor in Canadian tax implications when suggesting portfolio adjustments or rebalancing strategies.
Automated compliance with CRA requirements
Research Integration
Instead of forcing you to jump between multiple research platforms, we aggregate analyst reports, earnings data, and market sentiment into contextual summaries. When you're considering a position, you get relevant information without information overload.
Connected to 12 major Canadian data sources
The People Behind the Platform
We're not trying to replace financial advisors or make investment decisions for people. Our goal is to give Canadian investors the tools they need to understand their portfolios, assess risks appropriately, and make informed decisions based on their own circumstances and goals.
The investment landscape keeps evolving, but the fundamental need for clear, reliable information remains constant. We're committed to building tools that serve that need without the noise and complexity that often gets in the way of good decision-making.
Helena Thornwick
Co-Founder & Technology Director
"Good investment software should disappear into the background—you shouldn't have to fight with the interface when you're trying to make important financial decisions."
Astrid Kellaway
Co-Founder & Investment Strategy Lead
"The best investment tools help you understand what you own and why you own it. Everything else is just noise that gets in the way of building long-term wealth."