Your entire portfolio.
One clear view.
Track every investment, analyze performance, and stay in control—without the complexity of traditional tools. Designed for investors who demand clarity, precision, and better decisions.
Your complete financial command center
One platform built around how sophisticated investors actually think — across all your assets, all the time.
Total Portfolio Management
One dashboard for every asset class you own. Monitor performance in real time — then visualize allocation by sector and geography to catch overexposure before it costs you.
Smart Spending Dashboard
Scan receipts with AI-powered parsing and instantly split or merge transactions. Predictive suggestions remove repetitive data entry. Budget alerts flag overspending before it happens—not after. Full-year forecasting and one-click Excel export make tax season effortless.
Stock Portfolio Insights
Connect supported brokerages and import external accounts to consolidate your entire portfolio in one dashboard. Smart alerts flag allocation drift in real time. When liquidity is required, the Capital Raise Assistant recommends positions to sell to help you stay within target ranges.
Real Estate Investment Tracker
Real estate is your most complex asset class. Suite Equity treats it that way. From your first analysis to your final mortgage payment — every deal, every property, and every private capital investment, tracked with institutional precision. Expertly analyze opportunities before you commit, then manage everything you own in one place — mortgages, rental income, ROI, cash-on-cash returns, and critical lease and renewal dates.
Retirement Projection & Withdrawal Intelligence
Suite Equity runs up to 5,000 market simulations to stress-test your retirement plan across bull markets, crashes, inflation spikes, and sequence-of-returns risk.
But projections are only half the problem.
Suite Equity builds a year-by-year withdrawal strategy that shows which accounts to draw from, when to draw from them, and why — helping reduce lifetime taxes across your entire retirement.
AI-Powered Financial Agents
Ask "Can I retire at 58?" and get an answer built from your live portfolio — not a template. Specialized agents for stocks, real estate, spending, and retirement collaborate in real time, with every insight checked against your Investment Policy Statement before it reaches you.
Every asset class.
One dashboard.
Stop toggling between spreadsheets, apps, and broker portals. Suite Equity gives you a single, institutional-quality view of your entire financial universe — updated in real time.
- Complete Overview: Stocks, bonds, cash, real estate, and alternative assets — all balances, allocations, and positions in one intuitive dashboard.
- Performance Metrics: Track CAGR, TWR, and annualized returns. View yields, compare asset classes, and evaluate performance across every portfolio you hold.
- Diversification Analysis: Visualize allocation by asset class, sector, and geography. Spot overexposure and uncover opportunities for better balance and risk management.
- Smart Alerts: Stay proactive with personalized notifications for market movements, portfolio drift, and performance thresholds — so you're always informed, never caught off guard.
- Historical Performance: Review long-term trends and key milestones to understand how your investments have performed over time and better inform future decisions.
Know exactly where
your money goes.
Stop guessing. Suite Equity gives you a comprehensive, real-time view of your expenses — with AI-powered receipt parsing, smart entry suggestions, and budget alerts that keep your cash flow working harder for you.
- Receipt Scanning: Capture receipts and invoices in real time or upload images and PDFs — key details like date, amount, and merchant are extracted automatically.
- Smart Merge & Split: Split a single receipt into multiple categorized transactions or merge items into one entry — full control over exactly how expenses are recorded.
- Budget Alerts: Get visual alerts before you overspend, not after. Set custom thresholds by category and month to stay intentional with every dollar.
- Predictive Suggestions: Intelligent payee dropdowns learn your habits to speed up data entry and reduce errors — fewer taps, more accuracy.
- Trend Forecasting: A full-year spending visualization reveals patterns across categories, with intelligent forecasts to help you make proactive adjustments.
- One-Click Export: Download your complete expense history to Excel for tax prep, reporting, or deeper analysis — instantly.
Plan beyond
flat assumptions.
Most tools run 100–1,000 simulations and stop at answering one question: Will your money last?
Suite Equity runs up to 5,000 — then goes further. It shows you exactly which accounts to draw from, when to draw from them, and why. Real market sequences, flexible withdrawal strategies, and a built-in tax optimizer that minimizes what CRA collects from you across your entire retirement. All client-side. All private.
- Monte Carlo Engine: Up to 5,000 randomized return sequences — far beyond industry norms — for deeper statistical confidence in your retirement plan.
- Flexible Withdrawal: Choose Bengen's 4% Rule for simplicity and predictability, or the dynamic Spending Floor/Ceiling Strategy (Guyton-Klinger inspired) that adjusts withdrawals based on market performance and portfolio health.
- Historical Market Replay: Simulate any real-world year — bull, bear, or flat — to see exactly how your plan would have held up against actual market conditions.
- Scenario Analysis: Examine failed simulations to understand when and why a portfolio depletes, and review successful scenarios to identify strategies that support long-term resilience.
- Tax-Aware Drawdown Sequencing: The optimizer draws LIRA → RRSP → NON-REG → TFSA in the order that keeps you in the lowest bracket each year — automatically splitting income between spouses to stay below OAS clawback thresholds.
- RRSP-to-TFSA Conversion Strategy: In low-income years, the engine withdraws extra from your RRSP at today's lower rate and shelters the proceeds in TFSA — permanently reducing the forced RRIF income that will hit you at 72.
- RRIF Meltdown Warning: Projects your registered balance forward to age 72 and flags years where mandatory minimums will push you into a higher bracket — with a concrete plan to prevent it.
- Lifetime Year-by-Year Plan: See every year from retirement to age 100 — withdrawals, tax paid, and portfolio value — exportable to a four-sheet spreadsheet for your records or your advisor.
- Interactive Variables: Adjust inflation, safe withdrawal rate, retirement age, contributions, and spending reductions — every change reflects instantly with no lag.
- Private by Design: All simulations and tax calculations run entirely client-side. Your financial data never leaves your device — no upload, no account link required.
Ask anything about
your finances.
Behind every question, specialized agents — each an expert in their domain — can be queried directly for focused insights. When your question spans multiple areas, the Wealth Management Agent orchestrates them in parallel to synthesize a single, unified answer grounded in your actual portfolio. Not generic advice. Yours.
- Conversational Intelligence: Ask plain-language questions like "Can I retire at 58?" and receive precise, context-aware answers built from your real data — not templated responses.
- Cross-Portfolio Synthesis: The AI identifies relationships across your entire financial picture — flagging concentration risks, liquidity gaps, and retirement timeline conflicts before they become problems.
- IPS Alignment: Every insight is evaluated against your personal Investment Policy Statement — not just what's happening, but whether it aligns with your stated goals and risk tolerance.
- Illiquid Asset Aware: Unlike generic AI tools, Suite Equity's agents understand rental cash flow, cap rates, IRR, and private equity lock-up periods — and how they interact with your broader plan.
Take command of your
full investment universe.
Building equity has never felt this sweet. Welcome to Suite Equity.
Experience the clarity, confidence, and control your portfolio deserves. Built for investors who mean business.