Built by investors who got tired of spreadsheet chaos

Back in 2019, three of us were managing our portfolios with a mess of Excel files and Post-it notes. We'd lose track of which asset performed where, forget rebalancing dates, and spend hours trying to figure out actual returns. That frustration turned into something useful.

From personal need to practical tool

We started Kreko Praze because we needed it ourselves. I remember sitting at my kitchen table one Sunday in March 2019, surrounded by printed statements from four different brokerages. My partner asked what our actual year-to-date return was, and I honestly couldn't tell her without spending an hour calculating.

That night, I sketched out what became our first prototype. Nothing fancy—just a system that could pull data from different sources and show you the real picture. My two co-founders had similar stories. We'd all hit the same wall where tracking investments became more work than the investing itself.

By autumn 2019, we had something that worked for us. Friends asked to try it. Then their friends did. We officially launched in Calgary in early 2020, right before everything got weird with the pandemic. Turned out, a lot of people suddenly had time to look at their investments and realized they needed better tools too.

Investment monitoring workspace with multiple data streams consolidated into clear visual format

What drives our work

Honest Tools

Transparency first

No hidden fees buried in fine print. No surprise charges. We show you exactly what you're paying for and why. If something changes, you hear about it directly from us, not through a blog post you have to hunt down.

Built for real people

We design for folks who have day jobs and families, not for full-time traders. You shouldn't need a finance degree to understand where your money is. Simple language, clear visuals, and features that actually solve problems you have.

Data you can trust

Your numbers should match reality. We triple-check our data feeds and reconciliation processes. When something doesn't add up, our system flags it before you see it. We've caught broker errors that saved clients thousands because we verify everything.

Privacy matters

Your investment data stays yours. We don't sell it, share it, or use it for anything except showing you your own information. Our security protocols are probably overkill, but that's intentional. Sleep better knowing your financial details are locked down.

Support that helps

When you email us, a real person reads it and responds. Usually within a few hours, not days. We don't use chatbots or templated responses. If we don't know the answer, we'll figure it out and get back to you honestly.

Continuous improvement

We release updates based on what users actually ask for. Our development roadmap is shaped by real feedback, not what we think would be cool. Every quarter, we survey users and prioritize the features that solve the most common headaches.

Who's behind this

Theron Viklund

Chief Investment Strategist

Spent twelve years at two different investment firms before starting Kreko Praze. Got into this field because I genuinely find financial patterns interesting, not because I wanted to wear fancy suits. These days, I mostly work in jeans and focus on making our tracking algorithms smarter.

A small team with specific skills

We're nine people total. Three of us handle the financial side—data feeds, reconciliation logic, and making sure the numbers are accurate. Four work on the software—building features, fixing bugs, and keeping everything running smoothly. Two manage operations—customer support, documentation, and the business side of things.

Everyone here came from either finance or tech backgrounds where they got frustrated with existing tools. That shared experience shapes how we build things. We test features on ourselves first. If it annoys us, we know it'll annoy you too.

Where we're headed

Our focus for 2025 is making cross-border investment tracking less painful. If you hold assets in both Canadian and US accounts, you know what a hassle currency conversion and tax reporting becomes. We're building features specifically for that scenario because several of our team members deal with it personally.

We're also working on better tools for tracking alternative investments. Real estate crowdfunding, private equity, crypto holdings—stuff that doesn't fit neatly into traditional portfolio software. These asset classes are becoming more common in regular portfolios, and current tools handle them poorly.

Development workspace showing investment tracking interface design and data visualization

How we actually work

Data integration process

We connect to over 140 financial institutions across Canada and the US. Most use direct API connections, which means your data updates automatically. For institutions without APIs, we use secure screen scraping with your explicit permission.

Every data pull gets verified against expected ranges. If your portfolio suddenly shows a 90% gain overnight, our system pauses and alerts us before displaying it. We've caught everything from decimal point errors to duplicate transactions this way.

Daily automatic synchronization with connected accounts
Manual reconciliation tools for accounts without direct feeds
Historical data import from CSV or PDF statements
Anomaly detection that flags suspicious transactions

In January 2025, we caught a broker error that recorded a client's dividend payment as $12,000 instead of $120. Our validation system flagged it within minutes of the data pull.

Security measures

Your credentials are encrypted using bank-level AES-256 encryption. We don't store them in readable format—ever. Even our own team can't access your login information. All data transmission happens over TLS 1.3 connections.

We run penetration tests quarterly with an external security firm. Our infrastructure sits on Canadian servers, subject to Canadian privacy laws. Two-factor authentication is available and strongly encouraged.

Encrypted credentials stored in isolated secure vaults
Regular third-party security audits and compliance checks
Activity logging that tracks every data access point
Automatic session timeouts and device verification

Performance tracking methods

We calculate returns using time-weighted methods, which account for when you add or withdraw money. This gives you accurate performance numbers that reflect your investment decisions, not just cash flow timing.

You can view returns across different time periods, compare against benchmarks, and see sector allocation changes over time. We also track cost basis for tax purposes, including adjusted cost base calculations for Canadian tax reporting.

Time-weighted return calculations for accurate performance
Customizable benchmark comparisons (S&P 500, TSX, etc.)
Tax lot tracking with FIFO, LIFO, or specific identification
Currency conversion using daily exchange rates

Investment performance dashboard showing portfolio allocation and return analysis

Our dashboard shows real-time allocation across asset classes with visual breakdowns that update as markets move throughout the day.

Customer support approach

Email us at [email protected] and you'll hear back from an actual team member, usually within three hours during business days. We don't outsource support. The person answering your question can often pull up your account (with permission) and help directly.

We maintain detailed documentation, but we know not everyone wants to read through help articles. Sometimes you just want to ask a quick question. That's fine. We're here for both approaches.

Direct email support with responses from knowledgeable team members
Screen sharing sessions for complex troubleshooting
Comprehensive help documentation with real examples
Monthly user feedback sessions to improve features

Ready to simplify your investment tracking?

See how Kreko Praze brings all your investment data together in one clear view. We offer a detailed walkthrough of our platform and can answer specific questions about your situation.

Get in touch Explore features