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Connects to a Canadian brokerage account and answers portfolio questions with Canadian tax context like TFSA and RRSP.
OberAI links to a Canadian brokerage account through SnapTrade — the site names Wealthsimple and Questrade specifically, plus any other Canadian brokerage SnapTrade supports — and answers questions about a user's actual holdings using real market data and Canadian tax rules such as TFSA and RRSP treatment, rather than generic investing advice. The free plan allows 10 AI messages a day, five stock-behavior analyses a month, and a basic portfolio view; the Pro plan raises those caps to 100 daily research messages and 100 monthly modeling runs, adds unlimited watchlists, and unlocks full portfolio analytics. The brokerage connection is read-only, so OberAI cannot place trades on a user's behalf.
Free plan is $0/month (10 AI messages/day, 5 analyses/month); Pro is $18.90/month or $189/year.
Use tool ↗OberAI's value is narrow and specific: Canadian tax context (TFSA, RRSP) layered onto a read-only view of a user's real brokerage holdings, which generic AI chat tools do not do out of the box. The free tier's daily message cap is tight enough that anyone using it regularly will likely need the $18.90 Pro plan.
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