Enter your ETFs and stocks. We look through every fund to the
underlying positions, score your TFSA/RRSP tax placement, and
build a rebalancing plan — all in CAD.
Live BoC FXTFSA & RRSP optimizerRebalancing plannerYour data stays in your browser
1
Enter your holdings
ETF tickers + direct stocks with amounts and currency.
2
We look through every ETF
Each fund is broken down into its underlying positions — up to 3 levels deep.
3
Score your TFSA/RRSP placement
We flag misplaced holdings and estimate your annual tax drag.
4
Get your rebalancing plan
Drift analysis, buy/sell amounts, and a contribution optimizer for new money.
ETF Look-Through
Recursively expands every fund to the stocks underneath — up to 3 levels deep. See your real concentration, sector mix, and geographic exposure.
TFSA/RRSP Optimizer
Scores each position's tax efficiency and flags misplaced holdings. Estimates annual drag from US withholding tax and bond interest in the wrong account.
Rebalancing Planner
Set target allocations and get exact buy/sell amounts. The contribution optimizer shows precisely what to buy with new money to close your drift.
ETFs
Ticker preview appears as you type
Ticker
Amount
Currency
Account
Target %
Direct stocks
Optional — individual positions you hold
Ticker
Amount
Currency
Account
Target %
Reserved cash
Optional — un-invested cash sitting in the account
Amount
Currency
Account
Target %
0 ETFs · 0 stocks
CA$to invest → contribution plan
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