Portfolio Analytics
Track performance, allocation, P&L, and returns across all your accounts in one unified dashboard.
Built for Canadian investors
Your whole portfolio. Your plan. One honest picture.
Your TFSA, RRSP and taxable accounts don’t talk to each other. Luum brings them into one view and shows how your holdings are performing against the targets you set. Connections are read-only, your credentials never touch us, and your data is stored in Canada.
No credit card required. Cancel anytime.
Demo portfolio · synthetic data
Read-only by constructionCredentials never touch LuumData stored in Canada (AWS Montréal)No advice, by design
What it does
Everything in one place
Luum Wealth brings together portfolio tracking, AI-powered analysis, tax reporting, and market intelligence in a single platform.
AI Insights
Plain-English summaries of your strategy, risk, and drift — grounded in your data. Educational analysis, never a stock tip.
Ticker Scores
Five nightly-updated scores — Risk, Value, Quality, Momentum, Dividend — for every stock and ETF you hold.
Investment Strategy
AI-generated strategy page measuring fee drag and ETF look-through against the targets you set.
Tax Centre
Adjusted Cost Base tracking, capital gains reporting, and TFSA/RRSP contribution room.
Canadian & US Markets
First-class support for TSX and US exchanges, TFSA/RRSP/FHSA/RESP account types, and CAD/USD multi-currency tracking.
Net Worth Tracker
Add manual assets and liabilities — real estate, vehicles, crypto, mortgages — alongside your brokerage accounts.
Brokerage Sync
Connect your brokerage via Snaptrade for automatic position and transaction sync. No manual CSV uploads required.
Built with
- Snaptrade
- EODHD
- Claude AI
- Bank of Canada FX rates
- Stripe
Pricing
Simple, transparent pricing
Start free. Upgrade when you're ready.
Founding members save 30% for their first 12 months — $8.40/month on Investor and $20.30/month on Wealth.
Starter
Free
No card required
Free forever. Every new account starts with a 30-day trial of all Wealth features.
- 1 portfolio
- Demo portfolio with synthetic data
- Performance and allocation analytics
- Watchlist
- Market Intelligence feed
- 30-day free trial with full access
Investor
$99/year
$69.30/year for your first 12 months
For active investors managing real accounts.
- 3 portfolios
- 1 brokerage connection
- Full portfolio analytics
- Dividend & earnings calendar
- TFSA/RRSP contribution room
- Scheduled contributions modelling
Wealth
$249/year
$174.30/year for your first 12 months
Unlimited portfolios, AI, and tax reporting.
- Unlimited portfolios & brokerages
- AI Investment Strategy (~65 AI answers/month)
- Ticker Scores (Risk, Value, Quality, Momentum, Dividend)
- Capital gains tax report (T5008)
- ETF look-through & MER analysis
- Net Worth tracker
- IPO analysis
All prices in CAD. Founding-member pricing is 30% off for 12 months, limited to the first 100 paid accounts.
Why I built Luum
I’m a retail investor with accounts scattered across banks, brokerages, and account types; a TFSA here, an RRSP there, a taxable account somewhere else. I wanted two things at once: a close-up view of every holding, and a wide view of how it all added up against the plan I’d set for myself. I couldn’t find a tool that did both without spreadsheet gymnastics.
So I built one: a master Google Sheet, maintained by hand for years. Every trade, every dividend, every new account. It worked… if “worked” means hours of manual entry I never got back. Eventually I stopped patching the sheet and built the app instead. I’ve been running my own portfolio through it for the past year.
Luum is the tool I wanted: read-only connections to my accounts instead of copy-pasting statements, a defined strategy instead of a gut feeling, and no advice, ever. If I needed it, other investors juggling multiple accounts probably do too.
Ready to understand your portfolio?
Start your free 30-day trial. No credit card required.
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