For Independent, Self-Guided Investors

Basic Investor Pro

Take the guesswork out of investing. Get immediate access to interactive decision sandboxes, market crash stress tests, exportable action plans, and verified digital credentials.

View Plans ($9.99/mo) Test Free Sandboxes

Everything in Pro

Interactive decision tools built for clarity.

No sponsored product recommendations. No financial advisor upsells. 100% unbiased decision support.

PRO CAPABILITY 01

Interactive Decision Sandboxes

Simulate market crashes, inflation shocks, paycheque set-asides, and account priority trees with custom assumptions.

PRO CAPABILITY 02

Exportable Investor Policy Statement

Export your private financial decision worksheets and asset allocation roadmaps in clean PDF and data formats.

PRO CAPABILITY 03

Verifiable Credentials

Earn Certified Basic Investor (CBI) digital badges with cryptographic verification upon path completion (ready for LinkedIn).

PRO CAPABILITY 04

Dual CA 🇨🇦 & US 🇺🇸 Frameworks

Switch seamlessly between Canadian (TFSA, RRSP, FHSA) and U.S. (401k, Roth IRA, HSA) tax container optimization rules.

PRO CAPABILITY 05

Privacy-First Architecture

Your numbers, portfolio inputs, and answers remain private on your device. We never sell learner data or display financial ads.

PRO CAPABILITY 06

Ongoing Rebalancing & Limit Updates

Access rebalancing workbenches, annual CRA/IRS tax bracket adjustments, and curated educational updates.

Self-Serve Membership

Simple membership options.

Instant access. No salespeople, no demos, and cancel anytime with one click.

Basic Investor Pro Popular

$9.99 / mo

Full access to all 24 Canadian & U.S. modules, decision sandboxes, action plan exports, and verified certificate credentials.

Subscribe to Pro

Basic Investor Premium

$19.99 / mo

Everything in Pro plus Advanced Investor Strategies library, custom multi-asset shocks, and early access to upcoming AI tools.

Subscribe to Premium

Start testing your financial choices with confidence.

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