Built From Real Portfolio Challenges

We started because tracking investments across multiple platforms felt unnecessarily complicated. After years of spreadsheet chaos and delayed insights, we built something different for investors who value clarity over complexity.

Investment tracking interface on desktop

Our Beginning

From Frustration to Function

Back in early 2023, three portfolio managers in Saskatoon kept running into the same problem. We'd spend hours updating spreadsheets, cross-referencing account statements, and trying to get a complete picture of where our clients actually stood. The tools available either cost a fortune or required technical expertise most people didn't have.

One evening, after manually reconciling data from seven different investment platforms, we decided enough was enough. We sketched out what we actually needed on a napkin at a coffee shop downtown. Not another complicated platform promising everything — just a straightforward way to see real portfolio performance without the headache.

By summer 2024, we had our first working version. Nothing fancy. But it did what we needed. A handful of investor friends tried it and kept asking for access for their own portfolios. That's when we knew we weren't the only ones tired of the status quo.

How We Actually Work

We don't believe in one-size-fits-all monitoring. Every portfolio has different needs, and our approach reflects that reality.

Direct Data Connection

Your investment accounts connect directly through secure APIs. No manual entry, no outdated information. When something changes in your portfolio, you see it reflected within minutes, not days.

Transparent Calculation

We show you exactly how we calculate returns, fees, and performance metrics. Every number includes the methodology behind it. You can verify our math against your own records anytime you want.

Context That Matters

Raw numbers don't tell the full story. We add market context, benchmark comparisons, and historical patterns that help you understand what's actually happening with your investments and why.

Meet Our Team

People Who Understand Your Position

Our core team includes portfolio analysts, financial planners, and software developers who've all managed their own investments through market ups and downs. Kasper Lindholm, our lead analyst, spent twelve years at a regional investment firm before joining us full-time in January 2025.

What brings us together is a shared belief that investment monitoring shouldn't require a finance degree or expensive advisory fees. Good information should be accessible, and that's what we work on every day.

Meet Everyone on the Team

Common Questions We Get

Here's what investors usually want to know when they first learn about what we do.

Who Actually Benefits?

Independent investors managing multiple accounts — TFSAs, RRSPs, taxable portfolios. If you're juggling three or more investment platforms and losing track of your overall position, our monitoring system gives you that consolidated view without forcing everything into one institution.

What Makes This Different?

We don't sell investment products or earn commissions. Our only revenue comes from the monitoring service itself. That means we're not pushing you toward specific holdings or platforms — we just show you accurate information about what you already own.

Where's Your Data Stored?

All portfolio information stays on Canadian servers with bank-level encryption. We never share your investment details with third parties or use your data for marketing. You can export everything and delete your account anytime without penalties.

Where We're Headed

What's Coming in 2025

Right now we're adding tax-loss harvesting alerts for accounts held in taxable portfolios. That should roll out by September 2025. We're also working on better cryptocurrency integration for investors who hold digital assets alongside traditional investments.

Later this year, probably November 2025, we're launching customizable portfolio stress testing. You'll be able to model how different market scenarios might affect your specific holdings based on historical patterns. Not predictions — just informed projections using actual data.

If you want to see how consolidated monitoring could work for your portfolio, the best way is to book a screen-share session. We'll walk through your current setup and show you exactly what you'd see in our system.

Schedule a Walkthrough

Dryxo Fwidu office workspace in Saskatoon

Find Us in Saskatoon

1087 Hampton Cir, Saskatoon, SK S7R 1E9, Canada

Phone: +1 604 244 0100

Email: contact@dryxofwidu.vip