Your Portfolio. Your AI.
Research that knows what you own.

Connect your Canadian brokerage. Ask anything about your investments. Get answers grounded in your actual holdings, real market data, and Canadian tax context.

AI Research — your portfolio
How would a 50bps Bank of Canada rate cut affect my portfolio?

Three steps. That's it.

Connect

Link your Wealthsimple, Questrade, or any Canadian brokerage in 30 seconds via SnapTrade.

Ask

"Am I too concentrated in banks?" "What's my USD exposure risk?" "Should I rebalance before year-end?"

Decide

Get cited, portfolio-aware research with factual insights grounded in your actual holdings.

Every other AI tool forgets you're Canadian.

OberAI is the only platform built from the ground up for Canadian investors. TFSA and RRSP context. TSX-native. SEDAR+ filings. Bank of Canada macro data. CAD/USD impact analysis on every insight.

Generic AI

"Your stock is up 5%."

No context. No depth.

OberAI

"RY.TO is up 5% — this moves your TFSA bank allocation to 38%, compared to the TSX benchmark weight of 25%. Your portfolio is currently overweight in financials relative to the index."

Portfolio-aware. Data-driven.

Built for serious research

Four tools. Zero noise.

AI Research Assistant

Ask questions, get cited answers grounded in your portfolio.

Your TFSA is 82% equities. For context, balanced portfolios typically include a fixed-income component...
Sources: RY Q4 2025, BoC Dec Statement

Price Modeling

Options-implied probabilities, scenario analysis, and AI forecasts.

Expected Move
2.4%
Max Pain
$252.50
Sentiment
Bullish

Risk Analysis

Concentration risk, currency exposure, stress testing.

Bank exposure
38%
USD weight
42%
Risk
Elevated

Market Intelligence

News filtered to your holdings with AI impact analysis.

BoC holds rate at 3.25% — positive for your banks
SHOP.TO beats revenue — your tech allocation up

Start free. Upgrade when you're ready.

Simple pricing

Free

$0/mo

  • 3 Watchlists
  • 10 AI Messages/day
  • 5 Stock Behavior Analysis runs/month
  • Basic Portfolio View
  • Market Research

Pro

$18.9/mo

or $189/yr — save 17% off

  • 100 AI Research Messages/day
  • 100 Price Modeling Runs/month
  • 100 Stock Behaviour Runs/month
  • Unlimited Watchlists & Alerts
  • Brokerage Connection
  • Full Portfolio Analytics
  • Priority Support
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OberAIOberAI

For informational and educational purposes only. Not investment advice.