Investment tracker · Built for Canada

Every brokerage account, one portfolio.

A Questrade RRSP, a Wealthsimple TFSA, an Interactive Brokers margin account, and a workplace plan are four logins and four different views of the same portfolio. Mozaic connects them through SnapTrade, folds in the holdings no broker can reach, and shows your allocation, your gains, and your dividends in one place across Canadian and US dollars.

Questrade · Wealthsimple · Interactive Brokers · TD Direct Investing · read-only
01 · Connect the brokers

SnapTrade for the accounts, read-only by design

Mozaic reads brokerage accounts through SnapTrade, which supports Questrade, Wealthsimple, Interactive Brokers Canada, TD Direct Investing, and Webull Canada, among others. You sign in on the broker's own site, and SnapTrade hands Mozaic a read-only connection to your positions, transactions, and book value. Some brokerage accounts also come through Plaid. Read-only means exactly that: Mozaic can see what you hold and what you paid, but it cannot place a trade or move cash.

Registered and non-registered accounts both come through with their status intact, so a TFSA of ETFs and a taxable margin account of individual stocks sit side by side without being flattened into one generic pile. Everything you connect becomes part of one portfolio and, at the same time, part of your net worth.

02 · One portfolio, every holding

The stuff a broker feed misses, added by hand

Not every investment lives somewhere an aggregator can reach. A workplace pension, a private placement, a holding at a broker that is not connectable, or an old certificate can all be added as a manual holding with the ticker, quantity, average price, and currency. Manual holdings count toward your allocation, your total portfolio value, and your net worth exactly like connected ones, so the picture is complete rather than almost complete.

V
VEQTETF · Questrade · CAD
$41,220.00
A
AAPLStock · IBKR · USD
US$12,860.40
B
Pension planManual holding · CAD
$58,900.00
03 · Allocation, cost basis, gains

See the mix and the returns, not just the balance

Mozaic groups everything you hold into asset classes, stocks, ETFs, bonds, mutual funds, cryptocurrency, cash, and other, and draws the mix across every account at once. This is where a consolidated view earns its keep: it is the only way to see that you are 40% one ETF once you count the copies of it sitting in three different accounts. Where your broker supplies cost basis or average price, Mozaic shows gain and loss in dollars and as a percentage, and each holding has its own detail page with a value-over-time chart and dividend history.

Two limits, stated plainly. Returns are only as good as the cost basis your broker sends, so a holding with no average price may show no gain figure. And prices refresh on sync rather than streaming live, which is the right speed for tracking a portfolio rather than trading it minute to minute.

04 · CAD and USD, one value

Multi-currency without the mental math

US-listed positions are part of most Canadian portfolios, and Mozaic keeps each holding in its native currency on its own line while converting the whole portfolio into your base currency for the headline value. The conversion uses the current exchange rate, and if a rate cannot be fetched during a sync, the affected holding is left out and the total is marked partial rather than quietly wrong.

Your portfolio is one part of a larger picture. The same holdings feed your net worth and your dividend view, so tracking investments in Mozaic is not a separate silo. It is the investing slice of everything you own.

Investment tracking questions, answered.

Five questions about tracking investments in Mozaic. General security and pricing questions are answered at /security and /pricing.

Mozaic connects to Canadian brokerages through SnapTrade, including Questrade, Wealthsimple, Interactive Brokers Canada, TD Direct Investing, and Webull Canada, using each broker's own read-only sign-in. Some brokerage accounts also come through Plaid. Positions, transactions, and book value flow into one portfolio view, and the connection is read-only, so Mozaic can read your holdings but cannot place trades.
Yes. If a broker, a workplace plan, or a private holding cannot be connected, you add it as a manual holding with the ticker, quantity, average price, and currency. Manual holdings behave like connected ones: they count toward your allocation, your portfolio value, and your net worth. You update them yourself, since there is no live feed behind a holding you entered by hand.
Yes. Mozaic groups your holdings into asset classes, stocks, ETFs, bonds, mutual funds, cryptocurrency, cash, and other, and shows the mix as an allocation view across every account at once. Where your broker supplies cost basis or average price, Mozaic shows gain and loss in dollars and as a percentage, plus a per-holding detail page with a value-over-time chart and any dividend activity.
Each holding keeps its native currency, so a US-listed stock bought in US dollars stays in US dollars on its own line. When Mozaic rolls your holdings up into a single portfolio value, it converts everything into your base currency using the current exchange rate. If a rate cannot be fetched during a sync, the affected holding is left out of the consolidated total and the total is marked partial rather than silently miscounted.
No. Prices and positions refresh when your accounts sync, not as a live streaming ticker, which is the right cadence for tracking a portfolio rather than day trading it. Gain and loss depend on the cost basis your broker provides; when a broker does not supply an average price, the return for that holding may be missing. Executed trades appear after they settle, while pending orders do not show up until they fill.

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Supported institutions Track multiple brokerage accounts Net worth tracker Questrade Wealthsimple Trade Interactive Brokers Canada TD Direct Investing