“I love this app”
“Incredible, amazing and useful!”
“My favorite finance tool”
No more wasted time logging into multiple websites just to check your financial balances.
Get Started Free →COMPLETE
"Wealthica has absolutely revolutionized my approach to how I track my money and financial life."
Wealthica keeps a historical view of how your net worth evolved over time and allows you to easily focus on the big picture while tracking your progress towards your financial, net worth or retirement goals.
DELIGHTFUL
"All holdings, across various accounts and institutions on one screen. It’s financial wizardry."
Track stocks, ETFs, funds, cryptocurrency, private investments and more. Keep track of your portfolio without the hassle. Wealthica makes it simple and automated.
PERSONALIZED
"The multiple free and few paying power ups are priceless in my opinion!"
Create a budget, export to Google Spreadsheet, Excel or Yahoo! Portfolio, rebalance using Passiv, report on Capital Gains, Income or Fees. These are a few of the available Wealthica Power Ups.
“Some banks only provide you a limited time transaction history but Wealthica has no such limit, which is great.”
“Me and my wife are now using the same information to have our financial discussions, and to determine our strategy and goals.”
“The Google Sheet Export allows me to update my spreadseet countless times, error free and I then use pivot tables for my own dashboard”
“I enjoy using Wealthica to review my clients' net worth and complete financial situation before our quarterly meetings.”
“Wealthica helped me realize how much I was paying in fees to my broker. That’s extremely useful.”
“Wealthscope has been tremendously helpful in validating my investment strategy and exposing areas for improvement.”
“Thanks to the daily transaction notifications, I can make sure nothing suspect is going on with my accounts.”
“The ability to see all gains and income in one place is so valuable. I only have to look at the total at year end when I need to pay taxes.”
140+ CANADIAN FINANCIAL INSTITUTIONS
QUESTRADE SECURE OAUTH & API
WEALTHSIMPLE TRADE AND INVEST USING OAUTH & API
INTERACTIVE BROKERS FLEX REPORT
CI DIRECT INVESTING
LEARN MORE ABOUT SUPPORTED INSTITUTIONS