Be clear about what you'd lose first. WealthWise is bilingual, hosts its data in Canada (none of the alternatives below documents that, and Looniee's data may be stored outside Canada, including in the US), offers an optional read-only broker connection, and includes FIRE projections with Monte Carlo scenarios. If those are the features you use, it may be worth staying while it leaves beta.
We make Looniee, one of the products below. We've ranked it first for readers who picked WealthWise for its registered-account focus, and each entry says what it does better than us.
| Product | Best for | Price |
|---|---|---|
| 1. Looniee Ours | contribution room per person, with no bank login | Free; Plus CA$72/yr |
| 2. Greenline | a free no-login tracker with room tracking and an iPhone app | Free during beta; paid plans not announced |
| 3. Wealthica | French and automatic sync | From $6.25/mo or $50/yr (currency not stated); no free plan listed |
| 4. Sharesight | a mature synced tracker with tax reports | Free; Starter CA$12/mo or CA$9/mo yearly |
| 5. ProjectionLab | FIRE and retirement planning | Free Basic; Premium $129/yr (currency not stated) |
01LoonieeOurs
Best for contribution room per person, with no bank login
This is ours. WealthWise tracks RRSP, TFSA, FHSA, RRIF and RESP accounts separately. Looniee goes a step further and works out how much room each person has left, from CRA rules and the contributions and withdrawals you log: TFSA withdrawals come back on January 1, the RRSP's $2,000 buffer, the FHSA's $8,000 carry-forward cap and RESP grant catch-up.
You import a broker CSV or Excel file, a screenshot or a typed list; nothing ever connects. It's free for 3 accounts, 10 holdings, 500 transactions. Plus adds households of up to 6 people, retirement projections with Monte Carlo, analytics and the capital gains tools.
Good
- Room engines for TFSA, RRSP, FHSA and RESP
- Households of up to 6 people on Plus
- No bank or broker login
Not so good
- No sync, even as an option
- Web only and English only; no French
- Data may be stored outside Canada, including in the US
02Greenline
Best for a free no-login tracker with room tracking and an iPhone app
Greenline is Canadian and never connects to a bank. It tracks TFSA, RRSP, FHSA and RDSP room from a starting figure you confirm, does ACB, shows a dividend timeline, reads PDF statements and screenshots, and has an iOS app. While it's in beta it's free with unlimited holdings, against WealthWise's 15-asset free plan.
Like WealthWise, it's early: paid pricing hasn't been announced, partner sharing isn't available yet, and full CSV export is "on the way".
Good
- Free during beta, unlimited holdings
- Room tracking, including RDSP
- iOS app; reads PDF statements
Not so good
- Also a beta, with pricing to come
- No French documented
- No partner sharing or full export yet
03Wealthica
Best for French and automatic sync
If you chose WealthWise because it's in French, Wealthica is the other tracker here that is. It's Montreal-based, connects to more than 200 core Canadian institutions (bank accounts included), and has iOS and Android apps, family groups and a capital gains report on every plan.
Sync is the default rather than an option, which is the point. It no longer lists a free plan, and its pricing page doesn't state a currency.
Good
- English and French
- Sync across 200+ Canadian institutions on every plan
- Capital gains report and family groups
Not so good
- No free plan listed
- Connections can break, like any aggregator's
- Whether its contribution tracker calculates CRA room isn't documented
04Sharesight
Best for a mature synced tracker with tax reports
If beta status is the worry, Sharesight is the established option. It lists 14 Canadian brokers through a connection, emails or a file, brings in dividends and corporate actions automatically, prices in Canadian dollars and has a Canadian capital gains report using the ACB method.
It treats TFSA and RRSP as tax settings on a portfolio rather than tracking room, and a household with several registered accounts needs one of its bigger plans.
Good
- Mature product with broker connections
- Canadian capital gains (ACB) report
- Prices in CAD
Not so good
- Room tracking isn't documented
- Free plan counts sold holdings toward its 10
- No French documented
05ProjectionLab
Best for FIRE and retirement planning
If WealthWise's FIRE projections were the draw, ProjectionLab is a dedicated planner. It has Canadian account types like TFSAs and RRSPs, provincial tax presets for Ontario, Alberta, BC and Quebec, and its 2025–2026 updates added CPP, OAS, GIS, pension income splitting and a configurable RRSP-to-RRIF age. Canadian tax estimation is on Premium.
It's a planner, not a holdings tracker: you enter balances and assumptions rather than importing your portfolio.
Good
- Detailed long-range planning with CPP, OAS and GIS
- Free Basic plan with Monte Carlo
- Canadian account types and provincial presets
Not so good
- Not a portfolio tracker
- Canadian tax estimation needs Premium
- FHSA and RESP support isn't documented
Why people look for an alternative
We found no public complaints about WealthWise; it's new. The reasons to look around come from its own pages (checked October 20, 2026):
- Beta pricing. Prices are labelled "beta prices in Canadian dollars, subject to offer availability", so what you'll pay after the beta isn't stated.
- Sync isn't spelled out. The broker connection is optional and "connections depend on the institutions available"; the pricing page doesn't say which plans include it.
- A small free plan. One portfolio, with an account limit on assets whose number the pricing page doesn't give.
- Room isn't documented. Registered accounts are tracked separately, but its pages don't describe contribution-room tracking.
Moving your history over
Start from your broker rather than from WealthWise: export each broker's full transaction history and import it into the new tracker. For Looniee: how to export from Wealthsimple and how to export from Questrade. For room, take your figures from CRA My Account and check them with the free TFSA and FHSA calculators.
Questions
- Which WealthWise alternative is in French?
- Of the five here, Wealthica is the one with a French interface. Looniee, Greenline, Sharesight and ProjectionLab don't document French.
- Is there an alternative that keeps my data in Canada?
- None of the alternatives here documents Canadian data hosting, and Looniee's privacy policy says its providers may store data outside Canada, including in the US. If Canadian hosting is a requirement, that's a reason to stay with WealthWise.
- Which alternative tracks TFSA and RRSP room?
- Looniee works out TFSA, RRSP, FHSA and RESP room from CRA rules, per person. Greenline tracks TFSA, RRSP, FHSA and RDSP room from a starting figure you confirm. Wealthica has a Registered Contribution Tracker (announced 2022). CRA My Account is the official figure either way.
We make Looniee, one of the products above. Every product's prices and features were checked on its own website (earliest check on this page: October 20, 2026). WealthWise and the others change their plans, so confirm before you switch.
