A comprehensive portfolio management system designed specifically for Canadian investors. Track, analyze, and optimize your investments across multiple accounts with automated performance reporting and tax-optimization tools.
The DIY Portfolio Management System is a powerful suite of tools designed to help Canadian investors take control of their investment portfolios. Created by financial analysts and software developers, this system combines sophisticated portfolio analytics with an intuitive interface that makes professional-level portfolio management accessible to individual investors.
Unlike generic investment tracking software, our system is built specifically for the Canadian market, with features that address unique aspects of Canadian investing such as tracking ACB (Adjusted Cost Base) for tax purposes, handling distributions from Canadian ETFs, and managing investments across registered (TFSA, RRSP) and non-registered accounts.
Whether you're managing a simple TFSA or a complex multi-account portfolio, the DIY Portfolio Management System provides the tools you need to make informed investment decisions, optimize performance, and minimize taxes.
| Format | Web application, desktop software, and mobile apps |
|---|---|
| Compatibility |
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| Data Storage | Secure cloud storage with 256-bit encryption |
| Updates | Free updates for 12 months; subscription option available for continued updates |
| Support | Email support and monthly webinar Q&A sessions |
| Brokerage Integration | Import templates for major Canadian brokerages (Questrade, Wealthsimple, TD Direct Investing, RBC Direct Investing, etc.) |
| Last Updated | April 2024 |
| Language | English |
This system has completely transformed how I manage my investments. I used to spend hours each month updating spreadsheets and trying to calculate my returns. Now it's all automated and I have much deeper insights into my portfolio. The ACB tracking alone is worth the price - it saved me countless hours at tax time and ensured my calculations were accurate.
As a DIY investor with accounts at three different brokerages, I was struggling to get a consolidated view of my investments. This system solved that problem beautifully. The import process was smooth, and I love being able to see my entire portfolio in one place. The asset allocation visualization helped me identify that I was overexposed to certain sectors without realizing it.
The system is powerful but took some time to set up initially. The tax reporting features are excellent - exactly what Canadian investors need. I particularly appreciate the detailed handling of ETF distributions (return of capital, foreign income, etc.). I would give it 5 stars if the mobile app had more features, but the web and desktop versions are outstanding.
The rebalancing calculator is a game-changer! It not only tells me which assets to buy/sell to get back to my target allocation but optimizes the transactions to minimize taxes. I also love the dividend tracker - watching my passive income grow over time is incredibly motivating. Customer support has been excellent when I've had questions.
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