ScotiaWrapped

[case]Hacks 2026 — Interactive Prototype

Slide Deck

9:41
Good morning
Maya Rodriguez
MR
2025 Wrap
Invest
Round-ups
Learn
Total balance
$4,832.50
Chequing
$2,862.20
Investments
$1,970.30
Recent transactions
☕
Tim Hortons
Today · 8:24 AM
-$4.50
🛒
Loblaws
Yesterday
-$62.18
💵
Payroll deposit
May 15
+$1,420.00
🎵
Spotify
May 14
-$11.99
Total investments
$1,970.30
+$123.40 (6.7%) this year
TFSA
$1,284.10
FHSA
$686.20
Automated actions
Round-Up Investing
Round every purchase up, invest the difference in your TFSA
Smart Suggestions
Scotia reviews your spending and suggests an amount — you approve each one
This month
Round-ups collected+$42.80
Transactions rounded86
On pace for this year$513 / yr
Recent round-ups
☕
Tim Hortons
$4.50 → $5.00
+$0.50
🛒
Loblaws
$62.18 → $63.00
+$0.82
🎵
Spotify
$11.99 → $12.00
+$0.01
Cards — coming soon
Pay — coming soon
More — coming soon
MR
Maya Rodriguez
maya.rodriguez@email.com
What are you investing for?
Timeline
Under 3 yrs
3–10 yrs
10+ yrs
Risk tolerance
Play it safeBalancedGo for growth
Monthly income
Under $2k
$2k–$4k
$4k+
2025
$1,847 invested
across the year
Top investments this month
Your details
All optional — fields marked KEY help the most
Who you are
Your money
Your goals
Risk
Tax situation
Preferences
YOUR 2025
INVESTMENT
WRAP.

A year ago you weren't investing.
Look how far you've come.

Tap to see your year →
You invested
$0
in 2025. Your first full year.
Round-ups
$0
Suggestions
$0
Growth
$0
Streak
0d
#1
Your #1 company
APPLE
$0
14.2% of your portfolio · +18.4% return
via XEQT ETF Direct stock Round-ups
Your top 5
COMPANIES
1
AAPL
Apple
XEQT + direct + round-ups
$262
2
MSFT
Microsoft
XEQT + VFV ETFs
$198
3
RY
Royal Bank
XIU ETF + round-ups
$164
4
NVDA
Nvidia
VFV ETF
$142
5
AMZN
Amazon
XEQT ETF
$118
Your investor type
THE TECH
OPTIMIST

You bet on the companies building the future — and it's paying off.

Technology
48%
Finance
24%
Consumer
14%
Toward your first home
18%

At this pace, you're 4.2 years from your goal.
Keep going.

YOU'RE AN
INVESTOR
NOW.
Invested
$1,847
Return
+6.7%