Meet Genie+
MutualFund.ca is free to join โ and always will be. Genie+ is for investors who want the Mutual Fund Genie on tap: unlimited questions, portfolio-aware answers, and unlimited portfolios.
Free
$0 forever
- 5 Genie questions per day
- 1 portfolio (real or $100,000 training)
- Full access to articles, news & guides
- Email newsletter
$12/month ยท or $99/year
- 100 Genie questions a day โ effectively unlimited
- Portfolio-aware Genie โ it sees your actual holdings
- Unlimited real & training portfolios
- Member badge + early access to new tools
Genie+ opens soon. Join the founding-member waitlist and lock in early pricing.
Questions, answered
Can I cancel anytime?
Yes โ from your account in two clicks via the Stripe billing portal. You keep Genie+ until the end of the period you've paid for.
Is the Genie financial advice?
No. The Genie is an educational assistant โ it explains funds, fees and concepts in plain English, but it doesn't know your full situation and isn't a licensed advisor. For personal advice, talk to an advisor.
What does "portfolio-aware" mean?
Genie+ members can let the Genie read their portfolio tracker holdings, so answers like "am I diversified?" use your real numbers instead of generalities.
Do free accounts stay free?
Forever. The free plan is how most people use MutualFund.ca, and it's not going anywhere.