Your investments, in plain view.
Northbook brings your brokerage accounts into one calm page: what you own, what it is worth, your gains, dividends and TFSA room, with research to help you decide.
Invite-only for now. Research and data only, not investment advice.
Good afternoon, Sam
You paid $10,690 for what you hold. It's worth $11,295 today.
+$605 on cost+0.4% todayHow it works
No brokerage passwords, no linking, nothing that can trade. You stay in charge of your accounts.
Import your activity
Download your activity export from your brokerage and import the file. Add any trade by hand.
See it in one place
Holdings, value at live prices, gains, dividends and TFSA room, across all your accounts.
Decide for yourself
Weekly research scores and the reasons behind them help you think it through. The choices stay yours.
What you get
Plain numbers and plain words, built for Canadian investors.
Your book at a glance
What you paid, what it is worth today, and how it splits across ETFs, stocks and crypto, at live prices.
Gains and losses
The gain or loss on each holding and on each sale, worked out from your own trades and kept for your records.
TFSA room
Enter the room CRA shows you once; Northbook keeps a running estimate as you put money in and take it out.
Dividends
What came in by holding and by month, tax withheld, and what the past year suggests for the next twelve.
Research scores
A weekly, rules-based score for each stock, coin and fund you hold, with the reasons behind it.
Calendar and news
Earnings dates, dividend dates and the latest headlines for what you own, in one place.
Pricing
Start free. The paid plan adds deeper research and tracking.
Free
$0
Everything to see your book clearly.
- Portfolio at live prices
- Gains and losses on each holding and sale
- TFSA room
- News and calendar for your holdings
- Research scores for what you hold
- Add trades by hand
Paid
To be announced
Paid plans are not open yet.
All of the Free plan, plus:
- The full watchlist and every score
- Market conditions
- Dividends and income
- Performance against the market
- Score alerts, earnings, concentration and sectors across your book
- Fund and stock comparisons
Not advice
Research and data to help you decide. Nothing here tells you what to buy or sell.
No trading, no ads
Northbook cannot move money or place trades, and there are no ads or trackers.
Your data stays yours
Download everything or delete your account at any time. Privacy
Made in Canada
Built around TFSAs, Canadian listings and CAD from the start.
Questions
Is this investment or tax advice?
No. Northbook shows your own numbers and research data so you can decide for yourself. It never tells you what to buy or sell, and for taxes, your tax software or an accountant has the final word.
How do my investments get into Northbook?
You download your activity export from your brokerage and import the file, or add trades by hand. Northbook never asks for your brokerage password, never connects to your brokerage, and cannot trade.
How is my data protected?
Your account is protected by your password, optional two-step sign-in and an email whenever something changes. Only you can see your data; you can download it or delete it at any time. There are no ads and no tracking.
How do I get an account?
Northbook is invite-only for now. If someone shared it with you, ask them for an account.
What does the paid plan cost?
The price is to be announced. Paid plans are not open yet.