Finsight reads every story that touches your holdings, scores it, and turns the noise into a specific plan — with TFSA, RRSP and ACB rules built in, not bolted on.
Seven tools that connect your actual holdings to the news, the numbers, and the next move.
Every account in one place — TFSA, RRSP, Non-Registered — with multi-currency holdings, transactions, watchlist and CRA-ready ACB cost basis. Daily snapshots chart P&L, allocation drift and concentration risk.
Every article mentioning a stock you care about, auto-scored for sentiment and tagged by sector, industry, topic and macro theme. Tiingo, Reddit, Google News, Marketaux and creator video — one ranked stream instead of a firehose.
Only the stories that touch your portfolio, your watchlist, or the macro themes — rates, trade, energy, housing — that actually move Canadian markets.
Look up any ticker, anytime. Live quotes, fundamentals, news and sector context — even for symbols you don't own yet.
On-demand deep dives — bull case, bear case, catalysts, BUY/HOLD/SELL with the reasoning shown — plus a continuous signal feed blending technicals, sentiment and news.
When the market moves, see exactly what to buy and sell to get back on target. Black-Litterman optimization with AI views — and Canadian tax warnings before you place the order.
Get pinged when a stock hits your target price, sentiment flips band, breaking news drops on a holding, or the portfolio drifts off plan.
Most portfolio tools treat Canada as a currency setting. Finsight treats it as the ruleset: registered-account logic, adjusted cost base, and CRA edge cases are part of the model — not a spreadsheet you keep on the side.
Adjusted cost base maintained per security across accounts and currencies, with FX at settlement — exportable when it's time to file.
Harvest a loss and Finsight checks the 30-day window across every account you hold — before the trade, not after the reassessment.
Rebalancing plans know a TFSA sale can't be undone and a US dividend in an RRSP isn't withheld. The guidance changes by account.
Canada's leverage strategy, tracked properly: deductible interest, re-advanceable balances and tax-adjusted IRR at a glance.
Canada's leverage strategy, made simple: deductible-interest tracking, re-advanceable HELOC balances, and tax-adjusted IRR so you can see whether it's actually working.
Tax-loss harvesting that respects the CRA superficial-loss rule, TFSA and RRSP contribution-room tracking, and withdrawal sequencing across accounts.
Portfolio Manager is free and live today. Everything AI-powered is invite-gated while we onboard the first cohort.
Every account, every currency, every cost base — organized and always current.
Everything in Free, plus the analysis layer: news scoring, co-pilot, rebalancing and alerts.
Invite-gated. No card, no spam — one email when your seat opens.