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The WillStreet Score Methodology | WillStreet
Methodology

The score is a machine, not an opinion.

Five dimensions. Fixed weights. Calculated before the article is written, and never influenced by an affiliate relationship. This page shows you the gears.

0Dimensions
0Weights disclosed
$0Affiliate influence
Order of operations

The score is locked before a single sentence of the review is drafted. It is never reverse-engineered to fit a conclusion.

Independence

Affiliate relationships never touch the number. A tool that pays a commission is scored on the identical axes as one that pays nothing.

Verification

Every weighted average is independently recomputed in Python or Excel before it appears on the site.

Why this exists

Most review scores are marketing with a decimal point.

A star rating with no published weights can be nudged to protect a commission, and readers have no way to catch it. The WillStreet Score exists to remove that option. The five dimensions and their weights are public, they never change per review, and the math is simple enough to check by hand.

Every tool is tested on real Canadian tasks: CAD pricing, TFSA and RRSP math, CRA context. The same instrument, every time. That is the whole trick.

The five dimensions never fork by category. A budgeting tool and a tax tool are scored on identical axes, because cross-tool comparability is the entire point.

The weights

One bar. The whole formula.

Fixed since day one. If these weights ever change, the change and the reason are published.

The five dimensions

What each one actually measures

30%Heaviest

AI Capability

Can the tool do the job, correctly, without inventing numbers? This is the heaviest weight because a cheap, friendly tool that gets your TFSA math wrong is worse than useless.

AccuracyReasoning qualityTask completionHallucination rate
25%Second

Value for Money

Pricing is judged in CAD, after FX and provincial tax, against what the tool delivers and what its alternatives charge. A USD sticker price is never presented as the Canadian cost.

CAD-adjusted pricingFeature depth per dollarFree tier honesty
20%Third

Ease of Use

How long from signup to a useful result. A powerful tool that takes a weekend to learn scores lower than one that gets you an answer in ten minutes.

Setup timeLearning curveInterface clarity
15%Fourth

Canadian Relevance

Does the tool speak Canadian money natively? CAD support, TFSA, RRSP and FHSA account types, and whether its tax answers hold up against CRA rules rather than IRS rules with a maple leaf on top.

Native CAD supportCanadian account typesCanadian tax accuracy
10%Lightest

Support Quality

What happens when something breaks. Documentation depth, response time, and whether the community around the tool can actually answer a question.

DocumentationResponse timeCommunity resources
The signature

Run the machine yourself.

Score an imaginary tool on each dimension from 1 to 10. The weighted average and verdict compute live, using the exact formula every published review uses. No hidden adjustments. Nowhere to hide one.

AI Capability 30%8
Value for Money 25%7
Ease of Use 20%7
Canadian Relevance 15%7
Support Quality 10%6
Weighted Score
7.2/10
Conditional

Score = (AI × .30) + (Value × .25) + (Ease × .20) + (Canadian × .15) + (Support × .10)  rounded to one decimal

The verdict bands

Three outcomes. No spin.

8.0+

Recommended

The tool earned it across the weighted axes. The review still names its real flaws, because a score is not a free pass.

6.0 to 7.9

Conditional

Good for a specific reader in a specific situation. The conditions are always stated. If they do not describe you, keep your money.

Below 6.0

Not Recommended

The review still runs, because a documented failure is useful to the next Canadian who searches for the tool.

The rules the score lives under

Six commitments, in writing

1

Scored before written

Dimension scores are locked before drafting begins. The article explains the number. The number never bends to fit the article.

2

Never adjusted for affiliates

Some links on WillStreet may be affiliate links, and this is always disclosed. The score is calculated the same way whether a relationship exists or not. Claude and ChatGPT have no public consumer affiliate program, so WillStreet earns no commission from either.

3

Real tests, real numbers

Every score comes from hands-on testing on Canadian tasks, with the raw findings shown in the review. If a result is $192.55 off, the review says $192.55, not roughly $200.

4

Math independently verified

Weighted averages are recomputed in Python or Excel before publish. A score never ships on a single calculation.

5

One instrument for every tool

The five dimensions never change by category. That keeps every score on the site comparable to every other score.

6

Scores get re-reviewed

Pricing changes over 10%, a new model release, or new CRA guidance triggers a re-test. Each review carries its next scheduled review date.

WillStreet is an independent Canadian publisher. Content is for informational purposes only and is not professional financial, tax, or legal advice. Consult a Canadian CPA or licensed advisor before acting on anything here. WillStreet Scores are never influenced by affiliate relationships. Some links may be affiliate links. Written with operational experience in Canadian banking. No confidential information. No employer named.

WillStreet · AI + Finance for Canadians · Toronto, ON