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Portfolio planning
Always know what to do with your next investment.
WealthPie is a portfolio planning layer that unifies every account, calculates your true allocation, and shows exactly where your next deposit should go — without ever touching your money.
Read-only access No trading or money movement Secure via SnapTrade
Next deposit preview$2,580
US Stocks38%
Intl ETFs20%
Bonds14%
Cash8%
Mapped slices8
Ready to allocate100%
Cash ready$5,011
WealthsimpleQuestradeFidelitySchwabE*TRADEWebullRobinhoodVanguardMoomooWealthsimpleQuestradeFidelitySchwabE*TRADEWebullRobinhoodVanguardMoomoo
Wealthsimple
Questrade
Fidelity
Schwab
E*TRADE
Webull
Robinhood
Vanguard
Moomoo Portfolio sync logRead only
09:30:00Portfolio sync window opened
09:30:04Wealthsimple holdings mapped to TFSA and FHSA
09:30:08Cash, account value, and currency refreshed
09:30:11Unassigned stocks detected for review
09:30:14Pie allocation check passed at 100%
09:30:17Review checklist updated
09:30:00Portfolio sync window opened
09:30:04Wealthsimple holdings mapped to TFSA and FHSA
09:30:08Cash, account value, and currency refreshed
09:30:11Unassigned stocks detected for review
09:30:14Pie allocation check passed at 100%
09:30:17Review checklist updated
The real problem
Most investors don't have a strategy problem — they have a clarity problem
Investing gets hard when your money is spread across multiple accounts and platforms. Without a clear system, you're left to improvise.
Guessing where to invest next
Overthinking allocation decisions
Reacting to markets instead of a plan
Spreadsheets that go stale instantly
Core positioning
A portfolio planning layer — not a trading platform
WealthPie never executes trades or moves money. It's the decision engine that sits between you and your brokerage.
Build & visualize your strategy
Calculate true allocation
Simulate future contributions
Stay aligned with long-term goals
Core feature · Deposit planner
Know exactly where your next investment should go
Before you invest, simulate your deposit and see how it impacts your portfolio. WealthPie calculates the optimal split based on your target strategy.
- Per-slice dollar amounts & shares
- Stay balanced without spreadsheets
New deposit
$5,000
US
US ETFs$3,200
IN
International ETFs$1,200
BD
Bonds$600
Stocks
$58,420
ETFs
$34,180
Bonds
$16,520
Cash
$5,790
Core feature · Unified view
See your true portfolio across all accounts
WealthPie combines every holding into one view so you understand your real exposure — not fragmented account balances.
- Stocks, ETFs, bonds & cash combined
- True sector & regional exposure
Core feature · Investment pies
Build investment strategies, not just portfolios
Create custom "pies" for each goal — every strategy connects back to your overall portfolio.
Retirement
RRSP · long horizonLong-term growth
TFSA · all-equityIncome
Dividends & bondsAlso: education savings · personal financial goals
Why not just use a spreadsheet?
Spreadsheets need manual updates, assumptions, and constant upkeep. WealthPie does it for you.
Spreadsheet
Manual data entry every time
Breaks with one wrong formula
No live prices or drift tracking
Guesswork on your next move
WealthPie
Tracks real holdings automatically
Calculates allocation drift live
Simulates future contributions
Recommends your next investment
No formulas. No manual tracking. No guesswork.
Action engine
Your next portfolio moves
Instead of market noise and generic insights, WealthPie surfaces decisions you can act on.
US equity above target
Your US exposure has drifted past your strategy after a strong run.
Send next deposit to bonds
Directing your next contribution to bonds restores balance.
Portfolio drift increasing
Drift is trending up across accounts — a rebalance is suggested.
How it works
From sample portfolio to clear next action
1
Start instantly
Begin with a sample portfolio or connect your accounts later.
2
Build your strategy
Create or import your investment pies and allocation targets.
3
Simulate
Model contributions and see how each one splits across your plan.
4
Act with clarity
Get clear next investment actions to take in your brokerage.
Connect when you're ready
Connect your brokerage on your terms
To improve accuracy, WealthPie can connect to your brokerage in read-only mode. Analyze your real portfolio, track allocation across accounts, and get personalized suggestions.
- Read-only access only
- No trading or money movement
- Secure integration via SnapTrade
Bank-grade & read-only
We can never trade, move money, or see your password.
Questrade
Wealthsimple
RBC Direct Investing
Who it's for
Built for self-directed investors worldwide
ETF investors
Long-term wealth builders
FIRE planners
Multi-account investors
Goal-based investors
Multi-brokerage investors
Pricing
Simple pricing. One plan.
Everything you need to plan and optimize your investment portfolio.
Wealthpie Pro
$6.99/ month
Billed annually ($83.88/year)
Start Free Today14-day free trial · cancel anytime
- Unilimited brokerage & Advanced Chart analysis
- Unified view across all accounts
- Deposit planner & contribution simulator
- Live drift tracking & next-move actions
- Read-only brokerage sync via SnapTrade
Stop guessing. Start investing with a plan.
Turn your portfolio into a structured strategy and always know what to do with your next investment.
Start Free TodayWealthPie is a portfolio planning and research tool, not an investment dealer or adviser. It does not execute trades, hold funds, or provide individualized investment advice. Brokerage data is accessed read-only via SnapTrade.