banner_bg

From Poor to Riches
How we Handle Investing and Setback

We Share Everything on our Journey to $10B
Aggregating

$5,001,023,363

  • $1B
  • $2B
  • $3B
  • $4B
  • $5B
  • $6B
  • $7B
  • $8B
  • $9B
  • $10B
category_img
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...

Read more
category_img
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...

Read more
category_img
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...

Read more
category_img
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...

Read more
category_img
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....

Read more
category_img
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-...

Read more
category_img
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...

Read more
category_img
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...

Read more
category_img
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...

Read more
category_img
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...

Read more