Investing Copilot

A calm, honest copilot for your first investments.

For beginners in Canada and the US. Check up on your portfolio, plan each month's contribution, practise with paper money and get AI research where every term is explained.

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Decision support, not financial advice. It never trades for you and never connects to your broker.

What it does

  • A plain-English check-up

    See what your portfolio is worth, how spread out it is, and what to watch. Every issue comes with a short explanation, not jargon.

  • Monthly contribution options

    Tell it how much you're adding. Get two or three ways to split it, each with honest pros and cons. You pick, then place the buys yourself.

  • Paper trading first

    Try ideas with pretend money and see how they would have done against a simple index fund before you risk a cent.

  • AI research on any stock

    A multi-step AI review of a company, written for beginners, with an entry range, a stop and the reasons it could be wrong.

  • Every term explained

    Hover any dotted word for a one-line meaning. Select any text and ask what it means. No question is too basic.

  • All your accounts in one place

    TFSA, RRSP, Roth IRA, 401(k), a regular brokerage account. Add them by hand, from a CSV, or from a screenshot.

Straight talk

  • This is a learning and planning tool. It is not a financial adviser, and nothing here is a recommendation to buy or sell.
  • AI can be wrong. Every plan shows its reasons and what would prove it wrong, so you can judge for yourself.
  • You enter your holdings yourself. We don't link to your brokerage, and we can't move your money.
  • Free accounts get a daily allowance of AI use. You can add your own AI key to remove the limit.
Create your free account