All-in-one dashboard | Your finances in one place.

Skip to main content

See your net worth.

Get a bird’s-eye-view of your finances.
Connect outside accounts.

Include any money you might have with other institutions.
Add shared accounts.

Connect joint and trust accounts to track shared money.
View performance

See your total earned dividends, tax losses harvested, and more.
Track savings progress.

Stay on track for your goals, and make adjustments if things change.
See money movement.

Track your deposits, spending, and transfers.

Dive deep on your earnings.

Get a detailed breakdown on just how your investments have performed, and see how our technology is working to save you more.

An example of a performance graph in the Spiral Holdings Trade app, with total earnings, dividends, and tax losses harvested highlighted.

Manage your deposit schedule.

Set up a recurring deposit to save without lifting a finger, and then oversee your money movement right from your dashboard.

An example of a Spiral Holdings Trade user that has three upcoming deposits set up, one which is a one-time deposit, and the other two, which are recurring deposits.