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From Poor to Riches
How we Handle Investing and Setback

We Share Everything on our Journey to $100B
Aggregating

$14,507,433,377

  • $10B
  • $20B
  • $30B
  • $40B
  • $50B
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  • $70B
  • $80B
  • $90B
  • $100B
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Product Updates July 13 2021

TD WebBroker and EasyWeb- Sync Issue

⚠️ TD WebBroker and EasyWeb- Sync Issue (Active July 13, 2021) TD WebBroker syncs are currently being rate-limited by the institution and so syncs may not work all of the time if too many accounts try to sync at once. Please do not run the syn...

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Product Updates June 02 2021

Early Free Access to Crypto Tracking Feature

We recently shared our secret link to add crypto institutions to your Wealthica on Reddit. You can get early free access to the CRYPTO tracking feature we've been working on for the last few weeks. It's currently a hidden feature you can only un...

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Product Updates April 26 2021

Connect your Wealthica

We've been working hard to enhance our product capability and our aggregation offering for developers and other Fintech apps for Canadians. If you are a developer, have a look at Wealthica for Developers. We are happy to announce 3 third-party ap...

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Product Updates January 28 2021

Introducing Wealthica V2

We're happy to announce that we are about to launch we're launching a huge enhancement for the desktop application that we call V2. Wealthica V2 features an enhanced design, better filtering options and lots of new features on the Holdings page. We'...

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Help and How To November 03 2020

How to buy stocks in Canada? The DIY Investing, Advisors or Robo Dilemma

Are you ready to start investing your hard earned money so your money works just as hard for you? You might be wondering how to buy stocks in Canada and where to start on your DIY Investing journey. But, do you really have to do it yourself? The...

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Investing September 22 2020

Wealthica vs Mint: Net Worth Trackers Compared

I was using Mint for a number of years and have been a Wealthica user for around three years. Initially, I thought that there was not much comparison between Wealthica vs Mint, but in reality they are quite different. Although they are both net wort...

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Investing July 22 2020

FDATA North America Releases Report On Competition Issues Around Open Banking in Canada

On July 17, the Financial Data and Technology Association (FDATA) of North America released a paper on competition issues around customer-directed finance (often referred to as "Open Banking") and the financial data access competitive landscape in Ca...

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Investing June 08 2020

Banking+Investment: Effortlessly Track All Accounts In One Place

We're bringing you even more ways to effortlessly track all accounts in one place. Late last year, we quietly introduced support for banking institutions as a beta, so you could track your global wealth across all your financial accounts. This fea...

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Help and How To March 09 2020

Use the Wealthsimple API to Do More: Wealthsimple and Wealthsimple Trade Enhanced

Connecting your Wealthsimple account to Wealthica has never been easier. The Wealthsimple Trade and Wealthsimple API allow you to easily connect your account to Wealthica securely with just a few clicks. This means you no longer need to enter your cr...

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Help and How To February 18 2020

Questrade API and the App Hub – Quickly Export Transactions to Google Sheets

Questrade is the most popular Canadian online brokerage, an independent company recommended by thousands of online reviews and real users. We selected it as the Best of All Canadian Brokerages in Stockchase's Questrade vs Others comparison of all Ca...

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Product Updates February 17 2020

It’s Tax Season! Here’s how Wealthica can help

The last product update was about Wealthica being free, teaming up with Finance Montréal and Wealthscope scorecard. This month, it's all about tax season! Tax Season Tax season is coming up, and it’s important for investors to have a simple way...

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Investing February 12 2020

Move Over ‘Open Banking’, Say Hi to ‘Consumer-Directed Finance’

About a year ago, I reported on the Department of Finance Canada launching a public consultation on the merits of open banking. On January 31, 2020, Minister of Finance, Bill Morneau, released the findings from the first phase of the review by the A...

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Press Release January 29 2020

Former Desjardins Senior Executive and CEO of Finance Montréal, Eric Lemieux, Joins Wealthica

MONTREAL, Jan. 29, 2020 - Wealthica the largest financial aggregator in Canada and the only aggregator specialized in Canadian investment accounts is pleased to announce that Eric Lemieux has joined the leadership team. Eric Lemieux is also an invest...

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Press Release January 24 2020

Automated Portfolio Rebalancing Coming to Wealthica, Thanks to Passiv

We are happy to announce a partnership with Canadian Fintech Startup Passiv, to automatically calculate trades and follow a target portfolio asset allocation. Rebalance Instantly Canadian Investors can use Passiv Lite for free within Wealthica....

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Help and How To January 23 2020

How to Succeed with Canadian Couch Potato Investing

Index investing, passive investing or Couch Potato investing is meant to reduce your costs (i.e. low management fees) while beating most of the mutual funds and/or advisor-managed accounts. The strategy is no secret: you choose a few low cost index-...

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Product Updates January 14 2020

Why is Wealthica Free? Happy New Year from Wealthica

Happy New Year! 🎉 We’re happy to be starting off the year with a new product update for January. We’ve added several new add-ons to facilitate your investment management, announced a partnership with Fintech Station, and continue to imp...

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Help and How To January 10 2020

Instant Portfolio Analysis – The Secret to Exceed Your Financial Goals

Have you ever wondered if your portfolio is properly diversified and protected against downside? Wealthica is excited to announce the Wealthscope Portfolio Scorecard, available on Wealthica. The scorecard is available to all Wealthica users through a...

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Help and How To December 29 2019

How to Automatically Import/Export your Stocks Portfolio to Yahoo! Finance

Yahoo! Finance has a great app for stock quotes and news. You might like to use Yahoo! Finance mobile app to stay informed about the stocks you watch or own. Keeping your Yahoo! Finance watch list in sync with your actual portfolio might be a ch...

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Journey Updates December 18 2019

Wealthica + Montréal Fintech Station = Free API Access

Great news for the Fintech ecosystem in Canada! 👏 Free Wealthica API Access As an official partner of the Montréal Fintech Station, Wealthica has teamed up with Finance Montréal to offer free access to its API to tenants; meaning Fintech Sta...

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Help and How To December 09 2019

LendingLoop Returns and Performance; Now Aggregated on Wealthica

Peer-to-peer lending (P2P) is a great addition to your investment portfolio with added diversification and monthly fixed-income. In Canada, the peer-to-peer lending leader is Lending Loop. Wealthica now allows you to consolidate your Lending Loop Re...

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Product Updates December 02 2019

Hurray! We’re at $5B

What's new for Wealthica in November December.... December is already here. 🎅 It’s almost time for us to wish you a Merry Christmas and Happy New Year! Let’s put your Black Friday and Cyber Monday shopping lists aside for a few minutes and ...

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Product Updates October 09 2019

Now Tracking $4.5B, Banking Beta Testing, Wealthsimple Trade and More!

Let's start with some great news: We are now tracking more than $4.5B in aggregated investments! That's a lot of zeros : $4,500,000,000 Thank you all for trusting us with your investing data. With your support, we've reached $4.5B i...

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Journey Updates August 21 2019

Wealthica’s CEO Simon Boulet Featured on the Fintech Impact Podcast

In the 82nd episode of the Fintech Impact podcast, Jason Pereira, a well-known financial planner, university lecturer, writer, and host interviews Wealthica's co-founder and CEO Simon Boulet. We simply think this could be the best interview about Wea...

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Journey Updates August 08 2019

Interview: Wealthscope Releases Add-on For Wealthica

I recently caught up with Pauline Shum Nolan, PhD and CEO of Toronto-based PW Portfolio Analytics Inc., the maker of Wealthscope. Wealthscope has just released an add-on for Wealthica: a suite of portfolio tools and comprehensive analytics for We...

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Investing July 04 2019

Could Canada’s Digital Charter Be a Game Changer for Open Banking?

In May 2019, Navdeep Bains, Canada's federal Minister of Innovation, Science and Economic Development, announced a Digital Charter which enumerates 10 principles for modernizing the rules guiding digital technology in the country. https://youtu...

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