Connect your Canadian brokerage. Ask anything about your investments. Get answers grounded in your actual holdings, real market data, and Canadian tax context.
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Link your Wealthsimple, Questrade, or any Canadian brokerage in 30 seconds via SnapTrade.
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"Am I too concentrated in banks?" "What's my USD exposure risk?" "Should I rebalance before year-end?"
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Get cited, portfolio-aware research with factual insights grounded in your actual holdings.
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.
Four tools. Zero noise.
Ask questions, get cited answers grounded in your portfolio.
Options-implied probabilities, scenario analysis, and AI forecasts.
Concentration risk, currency exposure, stress testing.
News filtered to your holdings with AI impact analysis.
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or $189/yr — save 17% off