Portfolio tracking · educational investing mentor
Your investing mentor, in your pocket.
Track every account, understand your options, and stay steady when markets move.
Free to start, no credit card required.
Total portfolio value
Your allocation
4 holdingsSee the app in action
01
List your wallets
One wallet per account — Webull, Wealthsimple, or anything else. Add the positions you hold in a couple of clicks. No bank credentials, ever.
02
Set budget & risk
Tell Mentor Invest your monthly budget and comfort with risk. Explore what these choices mean.
03
Understand your options
Mentor Invest helps you explore asset categories and understand their benefits and risks based on your budget.
Every wallet, one view
See cost basis and allocation across all your accounts, whatever broker they live in.
Guideposts for your profile
Conservative, balanced, or aggressive — explore possibilities at your own pace.
An educational assistant for your questions
Ask follow-up questions in a full chat. Every conversation is saved to your account.
Your data stays yours
Your holdings are private and never sold.
Mentor Invest Pro
Detailed assistant answers, a monthly review by email, and early access to new features.
Pricing
Free
$0
- 1 wallet
- Up to 5 positions
- 10 assistant messages per month
- Fee calculator
- Simplified monthly review
Pro
CAD $14/month
or CAD $140/year (2 months free) · 7-day free trial
- Unlimited wallets and positions
- Unlimited assistant
- Full portfolio analysis
- Detailed monthly review
- Early access to new features
Cancel anytime. Taxes extra, depending on your region.
Compare in detail