From Poor to Riches
How we Handle Investing and Setback
We Share Everything on our Journey to $10B
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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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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A Conversation with Elayamani Krishnamoorthi, Creator of the Portfolio Tracker Add-On for Wealthica
I had an opportunity to sit down with Vancouver-based software developer and Wealthica supporter Elayamani Krishnamoorthi. He is the author of the Portfolio Tracker Add-On for Wealthica, which enables users to compare their portfolio value against th...
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Celebrating 4 years of Wealthica, On Our Way to Tracking $4 Billion
Time flies! Today Wealthica celebrates its fourth anniversary. The team has worked hard and these are our bragging rights for this special occasion. The reality is you, the Wealthica users, make us feel like each day of Wealthica is an anniversary d...
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Interview: New Partnership between Wealthica and CoinTracking
I recently sat down with Dario Kachel, CEO and Founder at CoinTracking, and Wealthica’s CEO Simon Boulet. Munich, Germany-based CoinTracking recently partnered with Wealthica; it is a platform that analyzes all your cryptocurrency transactions and ...
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Wealthica Mobile App Now Available
You’ve been asking for a mobile app for a long time. We’re happy to announce that it’s finally here! You can now track your entire net worth and investments on your mobile phone. Available for both Android and iOS, the new Wealthica App is t...
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Department of Finance Canada Launching Public Consultation on Merits of Open Banking
The Department of Finance Canada has launched a public consultation on the merits of open banking. Concretely, what would open banking legislation in Canada mean for Wealthica users? It could enable easier access to your data through third party apps...
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Wealthica Team Members on their 2018 Milestones
It's nearly the end of the year and it's time to reflect on our successes as well as challenges. Instead of writing a typical year end recap, I asked several Wealthica team members and partners about their own experience in the last 12 months. Sim...
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Wealthica Interviews ShareAlpha at the 2018 Canada Fintech Forum (Video)
On October 30 at the Canada Fintech Forum conference, I met with both Simon Boulet (CEO and co-founder of Wealthica) and Patrick Kuczynski, CFA (COO and co-founder of ShareAlpha, a platform for DIY investors). Last month, Patrick and his team launche...
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Wealthica at the 2018 Canada Fintech Forum (Video Interview)
The Canada Fintech Forum in Montreal is the biggest event of its kind in the country. Of course, the Wealthica team was there at the 2018 edition which took place on October 30 and 31. Simon Boulet, our CEO and co-founder gave a rare video interview ...
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