From Poor to Riches
How we Handle Investing and Setback
We Share Everything on our Journey to $100B
Wealthica Update #26: Fidelity, Simplii and more!
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we continued with the fixes of the problematic institutions that changed the...
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Wealthica Update #25: Wealthsimple Options, PC Financial and more!
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we continued with the fixes to improve connectivity and data quality with in...
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Top Wealth Aggregator, Wealthica, adds Vezgo to its Business Solutions
Wealthica and Vezgo, two leading financial and wealth data aggregators, have recently announced their intention to unite their collaboration to create a new B2B-focused brand called Wealthica Business Solutions. The joint venture seeks to provide lin...
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Wealthica Update #24: BMO InvestorLine, iA Private Wealth, Header Updates
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smooth. This week, we were busy fixing a couple of institutions which had issues: BMO InvestorLine fixed. There was a s...
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Wealthica Update #23: Updates to iOS and Android App, HSBC and more
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we were busy fixing a couple of institutions which had issues, most likely d...
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How to Invest $100K for Passive Income
Investing 100K for passive income is not an easy feat. The problem is not the size, of course, but the word “passive”. People might have $100K available to invest (and congrats!), but there isn’t any practically helpful guide when it comes ...
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Wealthica Update #22: 2FA Time-Outs, FTQ, GoPeer and more!
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: 2FA issue where it would time out. This was affecting several ...
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Wealthica Announces Enhanced B2B and Wealth Data Solutions
Wealthica, Canada's top financial aggregation platform, is pleased to announce enhanced institutional and wealth management software solutions, designed to offer institutional partners a cutting-edge solution for their customers. Wealthica offers a r...
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Your Favorite Stock Tracking App, now with Manual Stock Tracking & Watchlist
We're excited to announce the launch of a much-requested feature: the ability to track stocks manually to your Wealthica account. Hopefully, this makes Wealthica your favourite free stock-tracking app! For years, you have been enjoying the simplic...
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Wealthica Update #21: CIBC Investor’s Edge, Canaccord, Simplii and more!
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: a partial outage with RBC Online Banking (Yodlee); CIBC Inv...
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Wealthica Update #20: CIBC Investor’s Edge, Yodlee Connectors, and more!
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: a partial outage with our Wealthsimple Trade connector, and sy...
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Wealthica Now Aggregating $25B in Assets
Wealthica, the leading Financial Data Platform in Canada, now tracks over $25 billion dollars worth of assets, including stocks and bonds, real estate, crypto currencies and more on the platform. Investors can use Wealthica's aggregation technolog...
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Wealthica Update #19: Google Sheets Auto-Update, Gestion Férique and more!
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we added one of the most requested features in Wealthica - adding stocks man...
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Wealthica Update #18: TD WebBroker fix, and more!
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey as smooth as possible. This week, we were very busy fixing multiple connector issues, and we were quite successful with it!...
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Wealthica Update #17: update for iOS app, Manulife Securities fix, and more!
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smooth. We had a small issue with AGF connector new screen, which we quickly fixed, and all connections should work as expe...
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What is Quantitative Investing and How Does it Work?
We often learn about hedge funds that incorporate a strategy called quantitative investing. These are also called quant funds and were popularized in the last few decades. Believe it or not, this is not a strategy only hedge funds can use but also r...
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Wealthica Update #16: Transactions tab fix, support ticket issue resolved.
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother. We found a bug with our ticketing system which left some tickets from the past unanswered, so we've been busy ans...
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Wealthica Update #15: Connector fixes & more, plus Mobile App updates
Hey Wealthica users! What we fixed... We've been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. With the help of a Wealthica user, we finally made progress with fixing Manulife Security...
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Wealthica Update #14: Connector fixes & more, plus Mobile App updates
Hey Wealthica users! What we fixed... We've been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. With the help of a Wealthica user, we finally made progress with fixing Manulife Security...
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Wealthica Update #13 (Feb. 10, 2022): SMS 2FA Delivery
This week's featured update: We are working to stabilize the delivery of the SMS 2FA codes. We are having some issues with our Amazon setup. Please update your 2FA to App-Based authentication for a seamless experience. You can find the guide he...
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Wealthica Update #12 (Feb. 3, 2022): Android Application Update Released
This week's featured update: Our Android application has gotten even better with a fresh new look and more functionality. Download it today here! What's new on Wealthica this week? Bitbuy connector has been updated to accommodate their ...
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Dividend Investor: New Power Up Alert!
We are excited to introduce the - Dividend Investor Power-Up - a new feature on Wealthica. 🥳 This powerful tool acts as a dividend tracker and analyzes income from your stock investments, giving you a comprehensive view of your dividends and futu...
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Wealthica Update #11 (Jan. 20, 2022): New Dividend Investor Power-up
This week's featured update: There is a new dividend tracking power-up now available on the power-up store. There are two version, a paid full-features version for $9.99/year or a lite version for free. What's new on Wealthica this week? ...
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Banking Connectivity gets a Reliability Boost; New TD, Scotiabank and CIBC Login Options Now Available
We've just made it easier to keep track of your finances! Our new connectivity options for TD, Scotiabank, and CIBC login allow users to combine banking activity with stocks and investments for a complete view of assets and net worth. Say goodb...
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Wealthica Update (Jan. 13, 2022): New Mobile App Version and other fixes
This week's featured update: We have published an update for our mobile application on iOS! Read our blog post dedicated to the new app here. An update for the Android version is currently in development and will be available next week! ...
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