Tools we recommend for Canadian DIY investors

Portfolio tracking

Greenline

Canadian portfolio tracker that imports your real holdings without bank logins. Tracks adjusted cost base, dividends, DRIP, and net worth across all your accounts. Built specifically for Canadians, with CRA-correct ACB methodology, eligible dividend tax handling, and Canadian-listed ETFs as first-class citizens. Yes, we built it.

Inflation and present value

Bank of Canada Inflation Calculator

The official calculator from the Bank of Canada. Reliable, current, and the source we trust for any inflation-adjusted comparisons or back-of-envelope present-value math.

ETF model portfolios and research

Canadian Portfolio Manager (Justin Bender)

Model portfolios, white papers on Canadian-listed ETFs, and very technical write-ups on currency hedging and foreign withholding tax. The reference desk for serious Canadian DIY investors.

Canadian Couch Potato (Dan Bortolotti)

The original Canadian passive-investing resource. The model portfolios on this site have introduced more Canadians to index investing than any other source. Still updated, still good.

Evidence-based investing

Rational Reminder (Ben Felix, Cameron Passmore)

Podcast and research summaries from PWL Capital. If you want to understand the actual data behind asset allocation, factor investing, and retirement income, this is where to start. Ben Felix's YouTube channel is the short-form companion.

Annual ETF rankings

MoneySense ETF All-Stars

Published every spring by an independent panel of Canadian advisors. The list we check when re-evaluating our own ETF picks. Free.

Personal finance writing

Million Dollar Journey

Frugal Trader has been writing about Canadian personal finance and dividend investing since 2006. Long-form, free, and a useful sanity check on more recent takes.