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Tech riderRev. 7 Oct 2026

MyOwnFP

Ch 176.9of 34 Financial Planning Software
  1. 1Runs onWeb
  2. 2CostsFree plan · paid from $3.33/mo
  3. 3Cash-flow modelingYes
  4. 4Tax planningYes
  5. 5Scenario analysisYes
  6. 6Investment planningYes
  7. 7Client portalYes
7 lines stated Written from the maker's own pages: myownfp.ca
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The MyOwnFP homepage

Overview

MyOwnFP is ranked #17 of 34 in financial planning software on Specifiction. It runs on Web. There is a free plan. Paid plans start at $3.33/mo.

MyOwnFP plans and pricing

All plans
Free Free Limited · Standard plan currently free for use · No credit card required myownfp.ca · 7 Oct 2026
Standard $40/yr Year 5 Clients · Unlimited Scenarios · All basic account types · All charting · Scenario Comparisons · Sweep runs · Flexible saving and income rules · Yearly tax calculations · CPP(QPP)/OAS calculations myownfp.ca · 7 Oct 2026
Unlimited $140/yr Year Unlimited Clients myownfp.ca · 7 Oct 2026

Compared on financial planning software

Free plan
Yesmyownfp.ca
Cash-flow modeling
Yesmyownfp.ca
Tax planning
Yesmyownfp.ca
Scenario analysis
Yesmyownfp.ca
Investment planning
Yesmyownfp.ca
Client portal
Yesmyownfp.ca

Facts

Purpose
MyOwnFP is financial planning software for Canadian DIY investors and advisors.myownfp.ca · 7 Oct 2026
Scenario planning
Users can create and compare scenarios and save useful scenarios for future review.myownfp.ca · 7 Oct 2026
Planning views
The service provides a financial planning grid, cash flow visualization, account charts, and scenario comparisons.myownfp.ca · 7 Oct 2026
Canadian planning
The software models Canadian accounts and benefits including TFSA, RRSP, CPP/QPP, OAS, GIS, and pensions.myownfp.ca · 7 Oct 2026
Tax support
MyOwnFP provides tax tables for Canadian federal, provincial, and territorial jurisdictions.myownfp.ca · 7 Oct 2026
Cloud hosting
The company says it deploys the service on AWS in Canada.myownfp.ca · 7 Oct 2026
Encryption
The security policy says browser communications use HTTPS and stored data is encrypted at rest.myownfp.ca · 7 Oct 2026
Authentication
MyOwnFP uses Google as its identity provider for login.myownfp.ca · 7 Oct 2026
Payments
Stripe handles payment processing, and MyOwnFP says its code and servers do not see credit card information.myownfp.ca · 7 Oct 2026
Bank connections
The company says it does not require banking information and that entered data is standalone.myownfp.ca · 7 Oct 2026
Sharing
Subscribers can share a client with another MyOwnFP subscriber, such as an advisor.myownfp.ca · 7 Oct 2026
Support
Users can contact the company at [email protected] with questions, feedback, bugs, or feature requests.myownfp.ca · 7 Oct 2026
Data retention
The privacy policy says data without a subscription may be deleted at MyOwnFP’s discretion.myownfp.ca · 7 Oct 2026
Intended audience
The company describes the product for Canadian DIY investors and financial advisors.myownfp.ca · 7 Oct 2026

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Where it ranks on Specifiction

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Sources