Qualisight — Budget & Wealth Planner

Your Financial Command Centre

Built for young Canadians — TFSA, RRSP, debt, and investments tracked in one place. ← Demo data loaded.

Monthly Snapshot

Debt Overview

Portfolio Quick View

Monthly Budget

Track income and expenses month by month.

💰 Income

Source

Amount ($)

Goal ($)

Source	Actual	Goal	%
No income entries yet.

💸 Expenses

Category

Item

Amount ($)

Goal ($)

📊 Monthly Summary

Yearly Budget

Full-year income, expenses, and savings overview.

Year at a Glance

Category	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total

Debt Snowball

Pay smallest to largest for momentum. Become debt-free faster.

Portfolio Manager

Track your stocks and ETFs — gains, losses, total return.

Holdings

Ticker	Security	Shares	Cost/Share	Mkt Price	Book Value	Mkt Value	Gain/Loss	Return %
No holdings yet. Add your first position.

Asset Allocator

Set target allocations and compare to your actual holdings.

Target Allocation

Set your ideal % split (must total 100%)

Allocation Overview

Trade Tracker

Log trades and track daily/monthly profit & loss.

Trade Log

Date	Symbol	Bought	Sold	Shares	Profit/Loss	W/L
No trades logged yet.

Qualisight AI Advisor

👋 Hi! I'm the Qualisight AI Advisor — currently running in demo mode with sample Canadian financial data. Ask me about budgeting, debt payoff, your portfolio, TFSA/RRSP strategy, or Ontario real estate. I'll respond based on the demo numbers you see on screen.

Budget health?

Pay off debt faster

Portfolio check

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