From Poor to Riches
How we Handle Investing and Setback
We Share Everything on our Journey to $10B
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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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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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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