We’ve rolled out a fresh set of improvements to make Wealthica even more powerful and personalized. From critical connector fixes to new export features and mobile app upgrades on the horizon — here’s everything you need to know.
🔧 Major Connector Fixes
We’ve resolved several connector issues that had recently impacted users:
- Tangerine is now fixed and syncing normally.
- Scotia iTrade is once again importing transactions as expected.
- RBC Online Banking has improved stability for more reliable data updates.
- iTrade, Qtrade, and Manulife Securities are confirmed to be functioning properly.
- We’re still confirming with users experiencing issues with Canada Life and Manulife GRS, but improvements are ongoing.
- Other updates:
- Add support for retrying the initial browser launch.
- Handle no transactions history for Manulife GRS.
- Fix Edgepoint transactions.
- Fix RBC OB positions and parse name of the mutual fund.
- Publish Manulife Securities.
- Fix yodlee unknown types.
- Improve OdlumBrown.
- Improve TD Easyweb.
- Add support for full account number of Tangerine.
- Fix RBC OB positions.
- Fix Wealthsimple positions.
- Chase account showing negative return.
- Desjardins DMV Issue 2FA.
- Desjardins DFS $0 Balance.
- Desjardins DFS broken.
- Scotiabank Online Banking Core $0 Balances resolutions.
Thank you for your patience while we worked through these challenges.
💱 Wealthsimple Connector Upgrades
We’ve updated our Wealthsimple connector to better handle recent changes — specifically the merging of CAD and USD accounts. Currency calculations are now more consistent, and we’re continuing to fine-tune for even better results.
📈 Holdings Page Improvements
Hover over any column name in your Holdings table to see which data source it’s pulling from. This makes your data more transparent and easier to interpret at a glance.
🧾 Balance Sheet Add-On Update
The Balance Sheet power-up now lets you ignore decimals, making your report cleaner and easier to digest — especially useful for high-level overviews or presentations.
📁 New Export Feature on Dashboard
You can now export your balances and performance per account right from the main dashboard! Click “Export to CSV” to download and analyze your data however you like.
📊 Custom Start Date for Net Worth Graph
You asked, we delivered! Setting a custom start date now affects the net worth graph. You can adjust this by heading to the Preferences menu — perfect for tailoring your long-term view.
⚠️ ACB & Realized Gains Power-Up Update
You now have the ability to ignore specific warnings in the ACB and Realized Gains power-up. This gives you more control and flexibility in reviewing your data.
📱 Coming Soon: Power-Ups in the Mobile App
We’re working hard to bring most Wealthica power-ups to the mobile app by fall. Soon, you’ll have even more insight into your portfolio — right from your phone.
Thanks for being a part of the Wealthica community. These improvements are driven by your feedback — so keep it coming! Contact us here if you have any questions or suggestions.
