Insights Into Your InvestmentsRead-only access

Nest

See your entire financial life in one place.

Nest is a modern financial hub that helps you track investments, understand your progress, and plan for the future - with clarity and confidence.

Coming soon See how Nest works

Simple by design.Bank-level encryption.

Unified Financial Hub

Simple by design.

Clarity over chaos

Designed to grow with your financial life.

Core featureAvailable

Connect multiple brokerages into a single, consistent view designed for long-term decisions.

Unified view

Everything in one feed

Holdings, allocation, and performance brought together without switching between platforms.

Connection scope

Safety first

Nest connects to accounts to display balances and holdings - nothing more.

On the roadmapPlanned

A supporting layer for cashflow, balances, and subscriptions that sits alongside your investments.

Cash context

Cash alongside investments

Chequing, savings, and cards presented using the same structure as your investments.

Spending clarity

Subscriptions, spending patterns, and upcoming bills surfaced without unnecessary complexity.

Open libraryPlanned

Nest Learn explains how money works - from first principles to long-term habits - in a clear, structured way.

Guided learning

Financial Roadmap

A structured learning path designed to build understanding before complexity.

Sharable reading

Shareable, focused reading

Clean, link-only guides you can share with friends, partners, or family.

Read-only, encrypted connections

Privacy & Security

Connected brokerages

Works with the platforms you use

Secure, read-only connections to keep your investing data in sync across leading brokerages.

The Nest Hub

Everything together, on purpose

Investments (available), banking (planned), and Nest Learn (Planned) in one consistent, modern experience.

Live

Available

Investments

Unified, real-time view of every connected brokerage with clear growth and allocation insight.

In the product

Read-only brokerage syncing
Allocation, performance, and holdings in one view
Benchmarks, projections, and contribution tracking

Upcoming

Planned

Banking

Cashflow, balances, and spending visibility will join investments to give a true whole-picture view of money.

On the roadmap

Cashflow visibility with balances and spending
Subscription tracking and burn-rate clarity
Card, savings, and chequing support

Open Library

Planned

Nest Learn

Shareable, easy to follow financial education covering U.S. and Canadian accounts, taxes, and long-term investing basics.

On the roadmap

Free learning library for long-term investors
Shareable, clean reading links
Foundational investing and money concepts

Problem → Solution

Why Nest exists

Financial information is scattered. Nest is designed to feel calming, not stressful.

Learn more about Nest

The Problem

Cluttered, fragmented money

The old way overwhelms with noise, disconnected tools, and unclear direction.

Financial information is scattered across apps
Portfolios are hard to understand at a glance
Most tools are either overwhelming or too shallow
Education is disconnected from real financial data

The Nest Solution

One unified, calming hub

Clear insights, modern graphs, and learning built into the same place you track progress.

One unified financial hub
Clear insights and modern visualizations
Long-term planning over short-term noise
Learning integrated directly into your data

Track → Learn → Improve → Grow

How the platform works together

Investments show where money grows, banking will show where money flows, and Nest Learn helps you make better decisions.

See the full platform

Track

See every account with real-time pricing.

Learn

Contextual education that matches your data.

Improve

Plan contributions and allocations calmly.

Grow

Monitor progress with modern, purposeful visuals.

Pricing

Transparent, upgrade when ready

Start free, keep learning, and upgrade only when you want automated syncing and deeper projections.

View all pricing details

FreeStart here

Start with the essentials.

Manual accounts
Stock search and basic visuals
Full access to Nest Learn

Coming soon

PremiumRecommended

$9.99 CAD / month

Upgrade for automation and deeper insight.

Live brokerage syncing
Advanced projections and insights
Weekly summaries
Contribution tracking
Future banking access when released

Coming soon

Security

Built to protect your data

Read-only connections, bank-level encryption, and a clear promise: your data is yours.

Review security and privacy

Trust, privacy, and security

Confidence without noise

Read-only access, bank-level encryption, and a clear promise: your data is yours.

Read-only access to financial data.

Bank-level encryption; no selling of personal data.

Calm tone, no hype, no fear-based messaging.

Nest philosophy

Simple over complex. Beautiful over cluttered. Minimal over chaotic.

Your financial home

Build a clear, confident financial foundation.

No distractions. Just the clarity you need to track, learn, and grow.

Coming soon See pricing