The best portfolio tracker for Canadians with a TFSA and RRSP (2026)
Which tracker keeps your TFSA, RRSP and FHSA room right between CRA updates? Six options compared honestly, free ones included, and when CRA alone is enough.
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The best net worth tracker in Canada (2026)
Eight ways to track net worth in Canada compared: automatic sync or no bank login, budgeting or not, free or paid, and which ones bill in US dollars.
The best free portfolio tracker in Canada (2026)
Seven free portfolio trackers for Canadians, compared on what the free plan actually allows: holdings caps, sync, room tracking and what changes later.
The best portfolio tracker for Canadians with a TFSA and RRSP (2026)
Which tracker keeps your TFSA, RRSP and FHSA room right between CRA updates? Six options compared honestly, free ones included, and when CRA alone is enough.
The best portfolio tracker for Wealthsimple users (2026)
If everything is at Wealthsimple, its own app may be all you need. If you also hold accounts elsewhere or need TFSA room, here's what to use instead.
The best net worth tracker for Canadian couples and families (2026)
Tracking two people's investments in Canada means two sets of TFSA and RRSP room. Six options for couples and families compared, free ones included.
The best dividend tracker for Canadian investors (2026)
Snowball Analytics is the strongest dividend tracker for most Canadians. How it compares with Sharesight, Stock Events, Looniee and Wealthsimple's app.
The best ACB and capital gains tracker for Canadian investors (2026)
AdjustedCostBase.ca is the best free ACB tracker for most Canadians. How it compares with Sharesight, Wealthica, Looniee and Greenline on capital gains.
The best FHSA tracker for first-time home buyers (2026)
How to keep your FHSA room right: the $8,000 limit, the $8,000 carry-forward cap and the HBP. Five trackers compared, including CRA My Account.
The best retirement planner for Canadians (2026)
Retirement and FIRE planners for Canadians compared on CPP, OAS, RRIF withdrawals, provincial tax and Monte Carlo. ProjectionLab leads; here's when it doesn't.
The best portfolio tracker that doesn't need your bank login (2026)
Five Canadian ways to track investments without giving a tracker your bank or broker password, and where each one stores your data. Honest picks.
The best net worth tracker for high-net-worth Canadians (2026)
Net worth trackers for complex Canadian households: multi-currency, private assets, entities and sharing with advisors. Kubera leads; here's what else fits.
US dividend withholding tax in a TFSA, RRSP, FHSA or RESP
US dividends lose 15% in a TFSA, FHSA or RESP, nothing in an RRSP, and are creditable in a taxable account. What changes with Canadian-listed ETFs.
Paying back the Home Buyers' Plan: deadlines, minimums and missed years
When HBP repayments start, the 60-day deadline for each year, how the minimum is set, and what a missed or extra repayment does to your tax and balance.
FHSA vs RRSP for a first home: which to fill first, and using both
Both give a tax deduction, but only an FHSA withdrawal for a first home never has to be paid back. When the FHSA goes first, when the RRSP does, and using both.
The RRSP deadline and contribution limit, by tax year
Each tax year's RRSP deadline and dollar limit, what a January or February contribution can be claimed against, and when over-contributing starts costing tax.
The superficial loss rule: tax-loss selling without losing the loss
When CRA denies a capital loss because you bought it back within 30 days, what a TFSA or RRSP buy-back costs, and the 2026 tax-loss selling deadline.
Year-end deadlines for 2026: what your FHSA, RESP, TFSA and RRSP need by December 31
FHSA contributions, the RESP grant, TFSA withdrawals, tax-loss sales and RRSPs at 71 all close on December 31, 2026. What missing each one costs.
The 2027 TFSA limit: $7,500, how it's calculated, and your total room
The 2027 TFSA limit works out to $7,500 from Statistics Canada's September inflation data: the formula, every limit since 2009, and total room by birth year.
Looniee vs Wealthica (2026): a synced feed, or no connection at all
Wealthica syncs 200+ Canadian institutions automatically. Looniee never connects and tracks TFSA, RRSP, FHSA and RESP room per person. An honest comparison.
Looniee vs Sharesight (2026): tax-time reports, or contribution room
Sharesight is stronger on broker sync and capital gains reports. Looniee tracks TFSA, RRSP, FHSA and RESP room per person. Prices in CAD, compared honestly.
Looniee vs Snowball Analytics (2026): dividend tracking, or registered-account room
Snowball Analytics is built for dividend investors, with broker linking and USD pricing. Looniee tracks TFSA, RRSP, FHSA and RESP room in CAD. An honest look.
Looniee vs WealthWise (2026): two Canadian trackers, different trade-offs
WealthWise is bilingual, hosts data in Canada and offers optional broker sync. Looniee never connects and tracks room per person. An honest comparison.
Looniee vs Kubera (2026): a global balance sheet, or Canadian account rules
Kubera tracks complex, multi-currency wealth with many aggregators from US$250 a year. Looniee tracks Canadian registered-account room. An honest comparison.
The 6 best Wealthica alternatives for Canadian investors (2026)
Leaving Wealthica? Six alternatives compared on sync, TFSA and RRSP handling and price in CAD, including when staying with Wealthica is the better call.
The 6 best Sharesight alternatives for Canadian investors (2026)
Outgrown Sharesight's free plan or its price? Six alternatives compared on sync, capital gains reports, TFSA and RRSP handling and price for Canadians.
The 5 best Snowball Analytics alternatives for Canadian dividend investors (2026)
Leaving Snowball Analytics? Five dividend-friendly trackers for Canadians, compared on sync, withholding tax, TFSA and RRSP handling and price in CAD or USD.
The 5 best WealthWise alternatives for Canadian DIY investors (2026)
Looking past WealthWise? Five alternatives for Canadian DIY investors, compared on TFSA and RRSP room, sync, French, FIRE planning and price in CAD.
The 5 best Kubera alternatives for Canadian households (2026)
Kubera alternatives for Canadians: synced Canadian aggregation, budgeting, registered-account room or a spreadsheet. Five options compared honestly on price.
Which broker files Looniee can import
Import CSV, TSV or Excel files from Wealthsimple, Questrade, TD, RBC, CIBC, BMO, National Bank and others. What's recognised, what's mapped, and how.
Track your Wealthsimple portfolio alongside everything else
Export your Wealthsimple holdings report or activity statement as a CSV and track it alongside your other accounts in one place. Free, no bank login.
Track your Questrade accounts alongside everything else
Export your Questrade transaction history to Excel and track it alongside your other accounts in one place. Free, and no login is ever shared.
Move your Blossom portfolio into Looniee
Blossom has no export. Bring your holdings over with your broker's file, a screenshot read by AI, or a typed list, and check every row before saving.