Know what matters before the market opens.
Your holdings. Your brief. Every morning.
Signal, not noise.
Morning digest
Overnight moves, what changed, and what to watch, written for your tickers.
Macro alerts
Fed decisions, energy shocks, geopolitics. Only when they touch your holdings.
On-demand answers
News, performance, drawdowns. Every answer grounded in your actual positions.
Automatic sync
TFSA, RRSP, and taxable accounts stay current over a read-only connection.
Ask about your investments.
Every answer starts from the positions you actually hold.
Connected in three minutes.
Connect your brokerage
Pick your brokerage (Wealthsimple, Questrade, and more) and log in on a secure connection page — the same way you’d link your bank to a budgeting app. We never see your password.
We read your holdings
Read-only access syncs positions and balances. Cirvia can never place a trade or move money.
Get informed, daily
Your digest each weekday morning, alerts when the world moves, answers when you ask.
Built read-only. Private by design.
Cirvia informs. It never trades, never advises buy or sell, and never handles your money.
- We can only view your investments — never touch them
- Your brokerage password stays with your bank — we never see it
- Everything is encrypted and stored securely
- Your data is yours — no one else can ever see it
Questions
Can Cirvia trade for me?
No. Access is strictly read-only. Cirvia cannot place orders or move funds under any circumstances.
Is this financial advice?
No. Cirvia is informational only. It explains and contextualizes; it does not tell you to buy or sell.
Which brokerages work?
Wealthsimple, Questrade, and most major North American brokerages. Connections are handled by SnapTrade, a trusted service that links millions of brokerage accounts.
How is my data protected?
Your password stays with your brokerage, your data is encrypted, and your information is completely separate from every other user’s. See our Privacy Policy.