Bring portfolio data together
Brokerage sync can display account value, cash, shares acquired, average price, gains, and holdings that still sit outside a pie.
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Educational portfolio planning for self-directed users
Create portfolio pies, connect your brokerage data, and review your own ETF and stock allocations in one educational dashboard. WealthPie does not provide investment advice or make decisions for you.
Educational planning Brokerage sync User-defined targets
Portfolio planning dashboardReview mode
Planning notes12
Drift alerts2
Cash ready$5,011
WealthsimpleQuestradeInteractive BrokersFidelitySchwabE*TRADEWebullRobinhoodVanguardMoomooWealthsimpleQuestradeInteractive BrokersFidelitySchwabE*TRADEWebullRobinhoodVanguardMoomoo
Portfolio sync logRead only
09:30:00Portfolio sync window opened
09:30:04Wealthsimple holdings mapped to TFSA and FHSA
09:30:08Cash, account value, and currency refreshed
09:30:11Unassigned stocks detected for review
09:30:14Pie allocation check passed at 100%
09:30:17Educational review checklist updated
09:30:00Portfolio sync window opened
09:30:04Wealthsimple holdings mapped to TFSA and FHSA
09:30:08Cash, account value, and currency refreshed
09:30:11Unassigned stocks detected for review
09:30:14Pie allocation check passed at 100%
09:30:17Educational review checklist updated
Educational use only
WealthPie is a planning dashboard, not an investment adviser
The information shown on WealthPie is for education, organization, and self-directed portfolio review. Users independently search, research, select, and add securities to their own pies. WealthPie does not recommend stocks, ETFs, or securities, and users remain responsible for every investment decision.
WealthPie is for educational portfolio organization and tracking only.
WealthPie does not provide investment, financial, legal, or tax advice.
WealthPie does not recommend securities, create personalized investment strategies, manage funds, or act as a broker, adviser, portfolio manager, or fund manager.
Users independently search, research, select, and add securities to their own pies.
Users make all investment decisions independently and should consult qualified professionals where appropriate.
100%allocation validation
4account types
0investment advice
1%minimum slice target
About the platform
A cleaner way to organize and review long-term portfolio plans
WealthPie is built for investors who want a wealth-simple experience: clear account pies, easy ETF and stock allocation tracking, educational context, and portfolio progress without clutter.
Simple account structure
Start with one master pie per account, then add child pies or direct stock and ETF slices without losing the big picture.
Easy to organize
Set whole-number targets and compare your own portfolio structure without receiving transaction instructions.
Portfolio progress view
Follow account value, cash, gains, dividends, and drift from one calm educational dashboard.
Connect WealthPie
Link 9+ brokerage firms and bring your portfolio into one pie workspace
WealthPie uses SnapTrade-powered brokerage connections so investors can sync account values, cash, holdings, shares acquired, average price, and unassigned positions before building a target pie.
Secure brokerage connection portal with user-controlled access and disconnect options.
Brokerage names are shown for compatibility reference only. Availability varies by brokerage and does not imply endorsement by the brokerage firm.
Portfolio planning
Educational tools built around pies, slices, cash, and account goals
WealthPie is a pie-based educational planning dashboard for long-term ETF portfolios, individual stock allocation notes, recurring deposit tracking, and account-level organization across TFSA, RRSP, FHSA, and taxable investment accounts.
Pie-based portfolio planner
Build a master portfolio pie for each account, then organize child pies and ETF or stock slices with clear user-defined percentage targets.
ETF and stock allocation tracking
Track recurring deposits, dividends, and available cash against targets you define for educational review.
TFSA, RRSP, FHSA, and investment accounts
Keep account-specific strategies, cash balances, margin details, and allocation rules separated by goal and account type.
Portfolio dashboard and allocation controls
Review current value, market gain, total gain, dividends earned, and target weights before changing your own planning model.
ETF piesstock sliceswealth simpleportfolio planningportfolio educationTFSA allocationRRSP investingFHSA goalsrecurring transferscash managementdrift trackingdividend handlingportfolio dashboardbrokerage connectionWealthsimple portfolio syncQuestrade portfolio syncInteractive Brokers portfolio synceducational portfolio insightsallocation notesmanual portfolio review
Money hub
One workspace for accounts, cash, pies, and planning notes
Inspired by modern wealth platforms, WealthPie brings the daily pieces of investing into one place: account structure, cash, target allocations, educational notes, and portfolio progress.
Invest
Open account-level master pies, add child pies, and place ETF or stock slices with precise targets.
Cash
Track available cash and keep planning notes visible while you review your own portfolio.
Review checklist
Keep a repeatable checklist for reviewing your own cash, holdings, and user-defined targets.
Controls
Allocation checks, delete confirmations, and taxable-event warnings keep risky changes visible.
Allocation first
Designed for allocation-first investing
WealthPie keeps the main decision simple: what percentage of each deposit should go to each asset? The app handles the structure around that decision.
Create multiple pies
Build pies for goals like long-term growth, income, emergency reserves, or sector ideas. Each pie must total exactly 100%.
Allocate by percentage
Drop ETFs and stocks into a pie and assign target weights for your own educational planning model.
Planning reminders
Use saved targets as a checklist when you review your portfolio. WealthPie does not decide, submit, or arrange transactions.
Learn
Learn the pie model
A pie is a target allocation. Add ETF or stock slices, set integer percentages, and keep every pie at 100%. When cash is deposited, WealthPie can help you compare that cash against your own saved target model.
Broad Market ETF45%
Dividend ETF27%
Treasury ETF18%
Growth Stocks10%
Master pie
Each account has one master pie. It can hold child pies and direct ETF or stock slices.
Child pie
A second-level pie can hold slices only, so the hierarchy stays understandable.
Slice
A stock or ETF position with an integer allocation from 1% to 100%.
Review checklist
A user-controlled checklist for comparing targets, cash, and holdings without submitting transactions.
Review workflow
Your planning model stays easy to review
Set a planning model once, then use it as an educational reference when reviewing deposits, cash, and portfolio drift. Any investment action remains your independent decision.
Set targets
Every master pie and child pie must add up to exactly 100% before it can be saved.
Receive cash
New deposits, recurring transfers, and dividends can be tracked as cash in your portfolio view.
Review differences
Compare current holdings with your saved targets for educational review before making your own decisions elsewhere.
Retirement pie+$4.2K
Accounts
Build for registered and non-registered goals
Each account gets its own master pie, cash view, and allocation checks, so a TFSA strategy can stay separate from RRSP or FHSA goals.
Tax-free investing account with one master pie.
Long-term retirement allocation with scheduled deposits.
First-home savings goals with ETF and stock slices.
Taxable account with cash and margin visibility.
Controls
Guardrails for every allocation change
WealthPie keeps the rules visible while you organize pies, change targets, or review multiple accounts for educational purposes.
No pie can be saved above or below 100%.
Deleting pies or slices requires confirmation.
Allocation issues are corrected account by account.
Educational views do not replace professional financial, tax, or legal advice.
FAQ
Questions before you start
Quick answers about pies, slices, and the educational planning flow.
Can I create a pie inside another pie?
Only the master pie can contain a child pie. Child pies can contain slices only.
What can I add as a slice?
A slice can be an ETF or an individual stock selected from the searchable instrument table.
What happens when a deposit arrives?
WealthPie can show cash and your saved targets as an educational reference. You decide independently what to do next.
Blog
Latest WealthPie notes
Short product guides for pie-based portfolio planning, allocation guardrails, and self-directed review workflows.
How master pies keep allocation decisions clean
A practical walkthrough of master pies, child pies, and slice targets for account-level investing.
Why WealthPie validates every pie at 100%
How whole-number allocation rules make portfolio planning easier to review.
Reviewing recurring deposits manually
A simple educational guide to checking cash, target weights, and portfolio notes before making independent decisions.
Google Reviews
Default reviews for the launch page
Sample review cards for the prototype while live Google review sync is pending.
The pie setup makes target allocation easy to understand. I can see exactly where every deposit should go.
The account view, cash details, and allocation notes feel much cleaner than tracking everything in spreadsheets.
I like that child pies and slices have clear rules. The 100% check helps me catch mistakes before saving.
Ready
LoginStart with one account and one balanced pie
Open the dashboard, choose an account, and build a 100% educational allocation model for your own review.