Nest
See your entire financial life in one place.
Modern financial hub that helps you track investments, understand your progress, and plan for the future with clarity and confidence.
Bank-level encryption.Read-only connections.
Read-only, encrypted connections
Privacy & SecurityConnected brokerages
Works with the platforms you use
Secure, read-only connections that keep your data in sync.
The Nest Hub
Everything together, on purpose
Investing, banking, and learning - designed to work together.
Live
AvailableInvestments
Read-only syncing with a unified view of your holdings.
- Read-only brokerage sync
- Allocation and performance at a glance
Upcoming
PlannedBanking
Cashflow, balances, and spending - kept as simple as investments.
- Spending and budgeting clarity
- Cards, savings, and chequing support
Open Library
PlannedNest Learn
Short, clear guides that keep the tone simple and practical.
- Structured learning paths
- Clean, shareable reading links
Pricing
Transparent, upgrade when ready
Start free, upgrade only when you want automation.
View all pricing detailsFreeStart here
$0
Start with the essentials.
- Manual accounts
- Basic visuals
- Access to Nest Learn
PremiumRecommended
$9.99 CAD / month
Upgrade for automation and deeper insight.
- Live brokerage sync
- Projections and insights
- Weekly summaries
Your financial home
Build a clear, confident foundation.
No distractions. Just the clarity you need to track, learn, and grow.










