From Poor to Riches
How we Handle Investing and Setback
We Share Everything on our Journey to $10B
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 ...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
New Realized Gains Reports and the Power of Adjusted Cost Base (ACB)
Wealthica has recently enhanced its realized gains reports, now providing Adjusted Cost Base (ACB) to its users. In this article, we’ll brush up on those key concepts, and discuss the benefits of the ACB calculation method. Realized Gains 101 ...
Read more
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 ...
Read more
Announcing support for the new Wealthsimple API!
Connecting your Wealthsimple account to Wealthica has never been easier. Wealthsimple joins Questrade, WealthBar and Interactive Brokers in allowing their clients open access to their data through a secure API. This means you no longer need to enter ...
Read more