Luum vs AdjustedCostBase.ca
AdjustedCostBase.ca does one job and does it thoroughly, including the superficial loss rule Luum does not apply. Here is honestly which one you need.
Last verified October 1, 2026Compare
How Luum compares to other portfolio trackers. Written by us, so read it with that in mind. Every claim is dated, and we say where the other tools win.
Luum vs Greenline
Greenline asks you to enter your own data, deliberately. Luum connects read-only to your brokerages. Both are Canadian; the difference is how data arrives.
Last verified September 11, 2026Luum vs Passiv
Passiv calculates and executes rebalancing trades. Luum tracks, analyses and shows drift against the targets you set, and never places a trade.
Last verified September 11, 2026Luum vs Sharesight
Sharesight is a mature global tracker with deep dividend and tax reporting. Luum is Canada-first: registered-account context and ACB across accounts.
Last verified September 11, 2026Luum vs Wealthfolio
Wealthfolio is free, open source and keeps data on your own machine. Luum is hosted, Canada-first, with ACB pooling and targets. Control versus done-for-you.
Last verified September 11, 2026Luum vs Wealthica
Wealthica is the widest financial aggregator in Canada. Luum is narrower and deeper, investment analysis against the targets you set.
Last verified September 11, 2026Luum vs your spreadsheet
A spreadsheet is free and encodes exactly the rules you chose. It also goes quietly wrong in four specific places. Here is how to tell which you need.
Last verified September 11, 2026Portfolio trackers in Canada, compared
A comparison of the Canadian portfolio trackers, written by the people who build one of them, and honest about where each of the others is the better answer.
Last verified September 10, 2026Questrade portfolio tracking
What a Questrade account shows about your holdings, where a whole-portfolio view has to come from instead, and why no brokerage can supply it.
Last verified September 10, 2026TD Direct Investing portfolio tracking
Why a bank brokerage account shows you one slice of your portfolio, what the combined view requires, and what a read-only connection changes.
Last verified September 10, 2026Wealthsimple portfolio tracking
What a Wealthsimple account can and cannot show you about your whole portfolio, and why the gap is structural rather than a shortcoming.
Last verified September 10, 2026Passiv alternatives for Canadian investors
What Passiv does well, where people outgrow it, and how the realistic alternatives differ. Written by a competitor, so read it with that in mind.
Last verified August 16, 2026Not comparing tools, just want to know what this one does?
Portfolio tracking for Canadian investors covers the four things a Canadian portfolio needs handled and what Luum does about each, and analysing a Wealthsimple portfolio is the same question for an account you already hold there. Neither rates another product.