Import your brokerage CSV or add holdings by hand, and see your whole portfolio in one place — live prices, unrealized gains, allocation, and tax flags for Canadian (TFSA, RRSP, FHSA) and American (Roth IRA, 401(k), taxable) accounts. Totals in CAD or USD, your choice.
🔒 Your statement never leaves your browser — parsing is 100% localNo file export needed. Type or paste one holding per line as SYMBOL SHARES AVG COST — add an account like TFSA or RRSP at the end if you want. Commas, tabs, or spaces all work, so you can copy rows straight from your broker's positions screen.
Each line you enter shows up here, parsed into a holding, so you can catch anything that didn't read correctly before adding.
Export your positions from Questrade, Wealthsimple, TD Direct, IBKR, Fidelity, Schwab, Robinhood, or any broker as a CSV and drop it here. We auto-detect common formats; anything else opens a quick column matcher.
Drop your CSV here or click to browse
Only ticker, quantity, cost, currency, and account type are read. Account numbers and personal details are ignored and never stored.
No CSV handy? Add each position by ticker, share count, and average cost.
Canadian tickers use the .TO suffix (TSX) or .V (TSXV) — e.g. ENB.TO. We'll try to detect it automatically if you forget.
We couldn't auto-detect this format, so tell us which column is which. Only these fields are read — everything else in the file is ignored.
Import a CSV or add a holding above to see your portfolio dashboard
No brokerage account yet? Start with our best online brokers in Canada comparison.
🔒 Your holdings are saved in this browser only. Clearing your cache, or opening RiskStock on another device, will not bring them with you — export a backup file to keep them safe.
This tool is for educational purposes only and is not investment advice. RiskStock is not affiliated with any brokerage. Prices may be delayed; book costs come from your import and may differ from your broker's adjusted cost base. Your portfolio data is stored only in your own browser (localStorage) — nothing is uploaded. Always verify numbers against your official brokerage statement.
Most portfolio trackers ask you to link your brokerage login through a third-party aggregator. That works, but it means handing your credentials and your full transaction history to a company you've never heard of. This tracker takes the opposite approach: you export a CSV from your broker — something every Canadian brokerage supports — and your browser does all the work. The file is parsed locally with JavaScript; only anonymous ticker symbols are sent to our price service to fetch current quotes. Your quantities, costs, and account details never leave your device.
Questrade: log in to Questrade Web, go to Accounts → Balances & Positions, choose the account, and use the export/download icon above the positions table to save a CSV.
Wealthsimple: in the Wealthsimple app or web, open your account, go to Activity or Holdings, and choose Export (CSV). If your export lists Canadian tickers without an exchange suffix, we'll detect the right listing automatically.
Any other broker (TD, RBC, IBKR, CIBC, BMO…): export positions as CSV and drop it in — if we can't recognize the format, a column matcher lets you point at the ticker, quantity, and cost columns yourself. Worst case, add holdings manually; five positions takes about a minute.
For Canadians: a US-listed dividend stock behaves very differently in a TFSA than in an RRSP. Inside a TFSA, US dividends lose 15% to withholding tax that you can never recover; inside an RRSP, that same withholding is waived under the Canada–US tax treaty. Non-registered accounts create capital gains consequences when you sell. For the full picture, read our TFSA vs. RRSP guide and capital gains tax in Canada explainer.
For Americans: the same logic applies with different wrappers. Dividends and gains inside a Roth IRA are never taxed; a 401(k) or traditional IRA defers tax until withdrawal; and a taxable brokerage account distinguishes short-term from long-term capital gains. Tag each holding as Roth IRA, 401(k)/Trad IRA, or Taxable and the tracker flags what matters. Start with our Roth IRA vs. 401(k) guide and US capital gains tax explainer.
No. The CSV is parsed entirely in your browser using client-side JavaScript — the file itself is never transmitted. The only network requests this page makes are for current prices and the USD/CAD exchange rate, using ticker symbols alone (e.g. “ENB.TO”). Your portfolio is saved in your browser's localStorage so it's still there next visit, and the “Clear my data” button wipes it instantly.
Brokers track adjusted cost base (ACB), which accounts for reinvested distributions, return of capital, and currency conversion on each lot. A positions CSV usually contains a simplified average cost. For registered accounts (TFSA/RRSP/FHSA) the difference rarely matters; for taxable accounts, always use your broker's official ACB — or a dedicated ACB service — when filing taxes.
Prices come from the same market-data pipeline that powers RiskStock's research tools and are cached for about 15 minutes. This is a long-term tracking tool, not a trading terminal — if you need tick-by-tick quotes, your broker has them. Quantities update whenever you re-import a fresh CSV.
Yes. Mixed portfolios are the default assumption: US-listed holdings are priced in USD, Canadian listings in CAD, and everything is converted at the live USD/CAD rate into whichever base currency you choose — CAD or USD — using the toggle above the totals. Account tagging covers both systems: TFSA, RRSP, FHSA, and non-registered for Canadians; Roth IRA, 401(k)/traditional IRA, and taxable for Americans. The tax flags adapt to whichever accounts you use.
Direct connections require you to share brokerage credentials with an aggregation service, and they create real security obligations. A monthly CSV re-import gives you 80% of the value with none of that exposure. If you want automatic sync eventually, tell us — genuine demand is what would justify building it properly.
New to investing? Start with our free guides on the Learn page, compare brokers in our Questrade vs. Wealthsimple breakdown, or see what your dividend holdings pay with the Dividend Tracker.