Interactive Decision Sandboxes
Simulate market crashes, inflation shocks, paycheque set-asides, and account priority trees with custom assumptions.
For Independent, Self-Guided Investors
Basic Investor Pro
Take the guesswork out of investing. Get immediate access to interactive decision sandboxes, market crash stress tests, exportable action plans, and verified digital credentials.
Everything in Pro
Interactive decision tools built for clarity.
No sponsored product recommendations. No financial advisor upsells. 100% unbiased decision support.
Exportable Investor Policy Statement
Export your private financial decision worksheets and asset allocation roadmaps in clean PDF and data formats.
Verifiable Credentials
Earn Certified Basic Investor (CBI) digital badges with cryptographic verification upon path completion (ready for LinkedIn).
Dual CA 🇨🇦 & US 🇺🇸 Frameworks
Switch seamlessly between Canadian (TFSA, RRSP, FHSA) and U.S. (401k, Roth IRA, HSA) tax container optimization rules.
Privacy-First Architecture
Your numbers, portfolio inputs, and answers remain private on your device. We never sell learner data or display financial ads.
Ongoing Rebalancing & Limit Updates
Access rebalancing workbenches, annual CRA/IRS tax bracket adjustments, and curated educational updates.
Instant Self-Serve Checkout
Choose your access option.
Instant access. No salespeople, no demos, and no hidden recurring fees.
Lifetime Pass Best Value
$49 one-time
Pay once, keep lifetime access. Full access to all decision sandboxes, action plan exports, and verified certificate credentials.
Get Lifetime Pass ($49)Annual Pro Member
$59 / year
Includes lifetime features plus continuous portfolio rebalancing workbenches, annual tax limit updates, and priority educational releases.
Subscribe to Annual Pro ($59/yr)