From Poor to Riches
How we Handle Investing and Setback
We Share Everything on our Journey to $100B
Wealthica Announces SOC 2 Type II Compliance
Wealthica, the leading Financial Data Platform in Canada, announces the successful completion of the audit to obtain the System and Organization Controls (SOC) 2 Type II certification. A SOC 2 Type II certification is an audit performed by an inde...
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Here’s Something Better than the RBC Direct Investing App
The RBC Direct Investing app has delivered the luxury of monitoring your investments on the go. If you’re a short-term trader, this may be significantly beneficial, indeed. But what if your net worth isn’t tied in securities and cash held on ...
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Looking for a Zabo Alternative? The Vezgo Crypto API Has you Covered…
As you may already know, Zabo is being acquired by Coinbase and they won’t be offering their crypto API as a service anymore. Since there aren’t many great services like Zabo out there, this is quite disappointing. But I’m very glad to anno...
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Why you Don’t Need an Interactive Brokers API Documentation
Interactive Brokers is easily one of the biggest discount brokers out there. But even as a customer, you are probably diversified across many other financial institutions too. So, an Interactive Brokers API guide would hypothetically help you con...
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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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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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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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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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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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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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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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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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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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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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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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Eric Lemieux, former Senior Executive at Desjardins, 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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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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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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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 improv...
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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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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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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 Statio...
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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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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 rev...
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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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