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“I love this app”

“Incredible, amazing and useful!”

“My favorite finance tool”

Your financial life in one place, automatically — No more wasted time logging into multiple websites

No more wasted time logging into multiple websites just to check your financial balances.

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As Seen On

Trusted & Recommended by Money Experts, Advisors and Thousands of Users

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COMPLETE

Not just investments

"Wealthica has absolutely revolutionized my approach to how I track my money and financial life."
– Nolan D.

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

Best portfolio tracker

"All holdings, across various accounts and institutions on one screen. It’s financial wizardry." – Rob I.

Track stocks, ETFs, funds, cryptocurrency, private investments and more. Keep track of your portfolio without the hassle. Wealthica makes it simple and automated.

PERSONALIZED

Powerful power ups

"The multiple free and few paying power ups are priceless in my opinion!" – Marie P.

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.

Do More with Wealthica

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Rajeev B.

Unlimited Transaction History

“Some banks only provide you a limited time transaction history but Wealthica has no such limit, which is great.”

– Rajeev B.
Neil E.

Your family’s one page report card

“Me and my wife are now using the same information to have our financial discussions, and to determine our strategy and goals.”

– Neil E.
Marie P.

Export to Excel, Google Sheets or Y!

“The Google Sheet Export allows me to update my spreadseet countless times, error free and I then use pivot tables for my own dashboard”

– Marie P.
Dominic B.

Share with your trusted advisor

“I enjoy using Wealthica to review my clients' net worth and complete financial situation before our quarterly meetings.”

– Dominic B.
Amelia Y.

Accurately assess fees

“Wealthica helped me realize how much I was paying in fees to my broker. That’s extremely useful.”

– Amelia Y.
Brenda L.

Unbiased portfolio analysis

“Wealthscope has been tremendously helpful in validating my investment strategy and exposing areas for improvement.”

– Brenda L.
Rajeev B.

Secure your financial life

“Thanks to the daily transaction notifications, I can make sure nothing suspect is going on with my accounts.”

– Rajeev B.
Norman N.

Capital gains (ACB) and income

“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.”

– Norman N.
PRICING, PLANS AND FEATURES

"A better free alternative to Personal Capital." @maplemoneycom

"Wealthica is a great Mint alternative." @genymoneyca

"Keep track of all your investment accounts." @brucesellery @brucesellery

"It's similar to Mint but focussed on investments." @frugaltrader

"Track all your investment accounts in one place." @rcarrick @rcarrick

"The 13 best money management apps of 2020." @savvycanadians @savvycanadians

"The elusive second opinion: What to do if you want feedback on your investing." @theglobeandmail

Web, Android and iOS App

Wealthica is available as a full featured web app or a mobile companion app on both iOS or Android. With Wealthica, you always have your net worth in your pocket.

Web, Android and iOS App Web, Android and iOS App

Works best with…

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