Adjust your book value manually
A new feature has been implemented to change the book value manually. This can be handy if you have transferred stocks from one institution to another and the book value being reported by the new institution is not accurate.
To do so:
Navigate to the Holdings page
Scroll to the stock that is showing an…
Hey Wealthica users!
What's been shipped!
Over the past few weeks, our dedicated team has been addressing some crucial connectivity issues that arose. Our developers have successfully deployed fixes and updates for Canada Life and PC Financial portals, ensuring seamless integration. If you've encountered any hiccups, we encourage you to reconnect and provide us with…