Every account, every strategy, every tax slip — in one place.
Keel brings your whole financial picture together — budgeting, net worth, investments, and Canadian tax — and shows you what each choice does before you make it. You stay in the driver's seat.
Keel is currently invite-only.
Net worth
One place for all of it
The whole picture, not a slice of it
Most tools do budgeting or investing or tax. Keel does all of it, for Canadian accounts — so the numbers actually add up.
Money, always current
Connect your banks and brokerages, or add accounts by hand. Net worth, spending plan, cash flow, and portfolio — one live view of everything you own and owe.
See the consequences first
Explore a strategy and Keel projects what it does to your net worth, debt, and taxes over time — with the math shown at every step. You choose; Keel does the arithmetic.
Built for Canadian tax
Adjusted cost base, eligible dividends, the tax-loss harvesting picture, deductible interest, and a year-end pack of your slips — tracked as transactions land, not in April.
Research that filters, never ranks
Search any ticker, and narrow the Canadian + US fund catalog by the characteristics you care about — yield, MER, eligibility. Keel surfaces matches; it never picks for you.
How it works
From scattered to settled in three steps
Connect
Link Canadian accounts through Plaid, import from Wealthsimple, or add anything manually.
See
Your net worth, spending, holdings, and tax position come together into one current, honest picture.
Decide
Explore strategies in the Strategy Lab. Keel shows the projected consequences of each choice — the decision stays yours.
Pricing
Two plans. Both include household budgets.
Up to six people with their own sign-in share one subscription. Family members without a sign-in are covered too, at no extra cost.
Keel
Your accounts and spending plan in one view.
- Connect unlimited accounts
- Spending plan with two years of history
- Holdings, debts and dividends
- Household budgets with up to six sign-ins
Keel Pro
Adds the strategy and Canadian tax tools.
- Everything in Keel, including household budgets
- Strategy Lab and projections
- Full Canadian tax toolkit
- Fund Explorer and reports
- Brokerage account connections
Prices are in CAD, and paying yearly gets you two months free. If a plan ends, your data stays readable, and you can still export it or delete your account. Details may change during early access.
See your whole financial picture — and what your next move does to it.
Keel is currently invite-only.
Join the waitlist