When you look at your investment portfolio like stocks, bonds, mutual funds, or cryptocurrency ETFs, it represents more than just numbers on a screen; it’s a testament to your financial discipline and planning. But what happens when life presents you with opportunities or expenses that require cash, and selling your investments feels counterproductive? This is…
Consider building a life of hard work, smart decisions, and careful savings, only to see it unravel due to unforeseen events. From unexpected medical emergencies to legal disputes, life’s uncertainties can quickly jeopardize the financial security you’ve worked so hard to achieve. Family wealth protection is about more than just preserving assets; it’s about ensuring…
If you must take control of your finances, especially in a world where financial uncertainty often looms, conducting a financial inventory is one of the best ways to achieve this. It might sound complicated, but it's like spring cleaning for your finances. You sort, assess, and organize everything you own, owe, and plan to achieve…
We've added a new geographic allocation widget on the Holdings page. You can toggle between Chart and Bar view for the Categories and Portfolios as well.
You can update geographic allocation manually by clicking on the position, and searching for the new geographic allocation you want to assign to.
Hey Wealthica users!
What's been shipped!
Over the past few weeks, our dedicated team has been working diligently to resolve critical connectivity issues affecting RBC Online Banking and Direct Investing . Thanks to their efforts, the necessary fixes and updates have been successfully deployed, addressing the challenges that impacted many users.
f you're…