AI-powered portfolio clarity

Know if your portfolio still makes sense.

WealthAve helps beginners and everyday investors understand diversification, risk, fees, and weak spots — then stay on track with quarterly reviews.

I’m New to Investing
Educational insights only. WealthAve does not manage your money or provide regulated financial advice.
68/100
Needs Improvement
Sample Checkup
Diversification72%
Risk Fit64%
Cost Efficiency45%
Overlap / Concentration59%
Unlock your full action plan with Smart Recommendations.

Built for beginners and existing investors.

Whether you are starting from zero or already holding mutual funds, ETFs, RRSPs, or TFSAs, WealthAve helps you see what deserves attention.

Portfolio Checkup

Get a clear score based on diversification, risk fit, cost efficiency, overlap, and simplicity.

Smart Recommendations

Unlock practical next steps that explain what to review, simplify, rebalance, or improve.

Quarterly Reviews

Stay accountable with updated checkups every quarter, score tracking, and refreshed priorities.

How WealthAve works

A simple review process designed for real people, not Wall Street analysts.

1

Create your profile

Tell us your goal, timeline, risk comfort, and experience level.

2

Add holdings

Enter fund codes, tickers, names, and approximate amounts manually.

3

Get your score

See your portfolio health score and top areas that deserve attention.

4

Stay on track

Subscribers receive recommendations and quarterly review updates.

Simple pricing

Start free. Upgrade when you want deeper guidance and ongoing reviews.

Free

$0

Know your score.

  • One portfolio score
  • Limited summary
  • Beginner starter roadmap
Best Seller

Standard

$15/month

Know what to improve.

  • Full Portfolio Checkup
  • Smart Recommendations
  • Quarterly Reviews
  • Up to 2 portfolios

Premium

$25/month

Stay optimized all year.

  • Everything in Standard
  • Monthly mini-monitoring
  • Advanced scenarios
  • Up to 5 portfolios

Your avenue to clearer investing decisions.

Get your free portfolio score and see whether your current investments are aligned, diversified, and efficient.