MoneyLens AI
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Investment tracking
Investment Tracker
A brokerage screen is enough. MoneyLens can turn that photo into holdings so investments live on the same net-worth picture as cash, registered accounts, and debt.
- Brokerage screenshot
- Holdings
- Net worth
- TFSA · RRSP
Upload the portfolio, don’t type tickers
AI decides what it is looking at. An investment screen becomes holdings. A card statement becomes spend.
Investments inside wealth
The point is not a separate portfolio toy. It is one number: what you own minus what you owe.
Ask about the mix
On Pro, questions can use the holdings and the rest of the household — not a generic “how to invest” paragraph.
Questions
Can I track investments without a broker login?
Yes. Upload a screenshot or statement. MoneyLens never asks for institution passwords.
Does this include TFSA and RRSP investing?
Those accounts belong in wealth. Holdings you upload sit on the same Canadian net-worth view.