01
Plan the next contribution
Enter what you have available. Loonie routes it across accounts and positions based on allocation drift, priority, and contribution room.
Built for Canadian households
Passive investing, minus the spreadsheet arithmetic.
Turn each contribution into an exact buy list using your latest portfolio snapshot, allocation targets, account priority, and contribution room.
02
Keep the portfolio current
Update values when it makes sense. Each snapshot refreshes allocation health and informs the next contribution plan.