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New: your AI copilot, now in private preview.
Atlas

Take control
of your wealth.

Accounts, real estate, investments, crypto, debts — brought together in one place, up to date, in the currency you want. Seeing it all takes two minutes.

Try AtlasSee the product
The product

All your money, clear at a glance.

Dashboard, accounts, goals, budget. Four views, and you know exactly where you stand.

Dashboard

Net worth

$802,140
+18.4%
Cash
205 k
Real estate
540 k
Crypto
32 k

Accounts

5 active accounts

See all
  • RBC chequing
    CAD
    $12,480
  • TD TFSA
    CAD
    $68,920
  • Wealthsimple
    CAD
    $55,490
  • Coinbase
    USD
    $31,870
  • Plateau duplex
    CAD
    $540,000

Goals

3 goals in progress

  • First home2027
    64%
  • Sabbatical2029
    47%
  • Financial freedom2041
    28%

Budget

Monthly surplus

$1,63224 %
June 2026
Income
$6,800
Expenses
$5,168
  • Housing38 %
  • Food17 %
  • Transport12 %
  • Leisure11 %
vs last month+$312 saved
Before Atlas

Your finances deserve better than a spreadsheet.

An Excel file, a tab for the RRSP, a note for the car, a PDF for the mortgage. Atlas replaces all of it with one view, always up to date.

BeforeYour current manual tracking
Wealth 2026.xlsxModified 47 days ago
D9
ƒx
=SUM(D2:D8)
 AccountTypeCcyValueNote
1RBC chequingLiquidCAD12 480
2TD TFSAReg.CAD68 920upd. feb
3WealthsimpleInv.CAD55 490
4CoinbaseCryptoUSD#N/A
5Plateau duplexRE—540 000no debt?
6997 GT3—EUR152 700to verify
7Submariner watchAlt.CAD18 200to sell
9Total=SUM(D2:D8)
BankRRSPTFSACryptoREAlt.
Atlas
AfterA single view, in Atlas

Consolidated wealth

Six categories, three currencies

Sync

Net worth

$615,660
+12.4% YTD
  • Cash$80,680
  • RRSP, TFSA, FHSA$124,410
  • Real estate$540,000
  • Crypto$31,870
  • Alternatives$52,700
  • Debt−$214,000
It's all here

What Atlas tracks, computes and understands.

Not just a sum of balances. Atlas tells a TFSA from an RRSP, computes a rental's yield, tracks your watch's market price. Here's everything it can do.

Consolidated wealth

Accounts, real estate, crypto, valuables, debts: all together, all converted into your currency. One number, always up to date.

Asset types

  • Accounts
  • Registered
  • Real estate
  • Crypto
  • Alternatives
  • Debt

Currencies

  • CAD
  • USD
  • EUR
  • GBP
  • CHF
  • JPY
  • BTC

Rates refreshed every minute.

Canadian accounts

  • TFSA
  • RRSP
  • FHSA
  • RRIF
  • RESP

Canadian accounts recognised. US accounts planned for 2026.

No ads, no data resale

Funded by the subscription, never by ads. Your data is neither sold nor shared. Export everything, delete everything: one click.

  • 0
    data broker
  • Encrypted
    end-to-end
  • 1 click
    export and deletion

Readable PDF or structured Excel — useful for your bank, your accountant, or simply archiving your wealth snapshot.

Property management

Rent on one side, mortgage, taxes and upkeep on the other. Atlas computes your cashflow and your real yield, on equity.

Plateau duplex
Montréal, QC · 2 units rented
Cashflow +
Income / month
$3,200
Costs / month
−$2,450
Net / month
+$750
Mortgage, taxes, upkeep9.8% / yr yield

Alternative assets

Collector car, watch, work of art, fine wine: Atlas tracks what shows up on no statement too. At public prices or your own estimate.

  • Porsche 997 GT3
    Stuttgart · 2009
    €152,700
    +8.4%
  • Rolex Submariner
    126610 · 2022
    $18,200
    +12.1%
  • Study — J. Riopelle
    Oil · 1979
    $24,000
    −2.3%
12 assets totalAdd

Multi-currency conversion

A dollar account, a flat in euros, a little crypto? Atlas converts it all into your currency, at market rates, every minute.

Base CAD · refreshed 1 minLive
  • USDUS Dollar1.3624+0.18%
  • EUREuro1.4781+0.42%
  • GBPPound sterling1.7236−0.11%
  • CHFSwiss franc1.5392+0.06%
  • JPYYen (×100)0.8741−0.24%
  • BTCBitcoin (k)94.210+1.87%

Canadian accounts supported

TFSA, RRSP, FHSA, RRIF, RESP, Canadian mortgages: Atlas knows their rules. Manual entry today, automatic aggregation in 2026.

9 active categories · 200+ institutionsAggregation 2026
  • Bank accounts
    38 inst.
  • TFSA
    22 inst.
  • RRSP
    22 inst.
  • FHSA
    14 inst.
  • RRIF
    12 inst.
  • Non-registered
    18 inst.
  • Mortgages
    9 inst.
  • Crypto
    11 inst.
  • Alternatives
    6 inst.
AI copilot

An AI agent by your side, decision after decision.

Atlas's copilot is an intelligent agent: it reads your real situation — accounts, goals, debts — and stands with you when it's time to decide. Pay down debt or invest, buy a house, plan for retirement.

  • It knows your numbers

    No generic tips: it draws on your real accounts, goals and debts.

  • It catches the blind spots

    Unfunded FHSA, unused TFSA room, a mortgage renewal coming up… it surfaces what you might be missing.

  • It helps you decide

    "Pay down debt or invest?", "Can I afford this house?" — it lays out the options and the numbers, you make the call.

Create an account

Educational information, not regulated financial advice. The copilot sells nothing and places no orders.

Atlas copilot
AI agent · reading your wealth
I'm getting $15,000. Pay down the mortgage or invest?

With your rate at 4.9% and unused TFSA room, here are the two paths:

Invest in your TFSA
aim for a return above your debt's cost
Pay down the mortgage
a guaranteed gain, with zero risk

Both are defensible — the call depends on your risk tolerance and time horizon.

TFSA · Mortgage · Retirement goal
Behind the scenes

Serious tech, under the hood.

Built in Canada, for Canada

Built in Québec, hosted in Canada: your data never leaves the country. Registered accounts, mortgages, taxes — Atlas is built for the Canadian context.

Public documentation

Every feature is documented, in plain terms. You see exactly what Atlas does, and what it doesn't do yet, before you even create an account.

Security and privacy

End-to-end encryption, passwords never stored in the clear. Your data is used to serve you, never to be monetised.

On every screen

Your wealth, in your pocket.

Atlas is a web app: computer, tablet, phone — the same app everywhere, nothing to install. Native iOS and Android versions arrive in 2026.

Atlas dashboard in a mobile browser

Mobile interface

Built for a phone screen, not a shrunk-down desktop site.

No install

Nothing to download, nothing to update. You open the address, and you're off.

Any browser

Safari, Chrome, Firefox, Edge: Atlas opens in the browser you already have.

Native app planned

Native iOS and Android versions planned for 2026.

Privacy

Your data belongs to you.

Encrypted end to end, never resold, never monetised. You export it or delete it whenever you want.

Encryption

Your data is encrypted end to end. No one other than you — not even Atlas — can read it in the clear.

Export and deletion

You can export all your data in PDF and JSON from your account. Permanent deletion in one click.

No resale

Your data is never sold or used to show you ads. Atlas runs on the subscription, not on your data.

No middlemen

Atlas transmits nothing to brokers, advertisers, or commercial partners. Your financial activity is never monetised.

Pricing

Free for the whole beta.

Everything included, no credit card. Paid plans will come later — announced well in advance, and the free plan will remain.

Beta

Ongoing

Everything included

$0during beta
Create an account
  • Unlimited wealth tracking
  • Canadian accounts (TFSA, RRSP, FHSA, RRIF, RESP)
  • Multi-currency conversion
  • Goals and projections
  • Monthly budget
  • Real estate management (income, costs, cashflow)
  • Alternative assets
  • Export and deletion at any time
Questions

Frequently asked.

Discover your real net worth.

A few minutes to enter your accounts, and everything appears in full. Free for the whole beta.

Create an account