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Wealthica's Journey to $100BWe share everything on our journey to $100B aggregated net worth.

Billy Kawasaki

Billy is Wealthica's Chief Operating Officer. He oversees the product plan and operations in general. If something looks wrong on your Wealthica account, get in touch with Billy.

137 articles published

Wealthica Notifications

🔍 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…

May 30, 20240Comments

ByBilly Kawasaki

Journey Updates

Wealthica Product Update #36

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…

May 10, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

New: Revert Transactions to Original

If you made a mistake with your rule set-up and need to revert the edited transactions to the original, you can use the "Revert to original" rule action. Make sure you set up the filters correctly to target the transactions you want to revert that were edited by the rule you want to undo.

April 30, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

BETA Budget Wizard now Available

Read our quick start guide on how to use the beta budget wizard here.

April 25, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

✅ PC Financial – Resolved

A new connector has been published to accommodate changes to the PC Financial portal. Please try verifying again.

April 25, 20240Comments

ByBilly Kawasaki

crypto tax management blocksentry

Powerful Crypto tax management with the BlockSentry Power-up

We’re excited to announce a new power-up for Wealthica that allows you to seamlessly integrate your crypto tax management with your overall financial portfolio tracking. The BlockSentry power-up is a robust crypto tax management solution and the integration with Wealthica marks a significant step forward in providing you with a unified platform to effortlessly track, manage and optimize…

April 12, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

Migrating HSBC InvestDirect to RBC Direct Investing

For users who must migrate from HSBC Invest Direct to RBC Direct Investing, here are the steps to follow Click on the HSBC InvestDirect listing at the bottom of your main dashboard page. Click on "DELETE". Select the option "I closed my account and don't use it anymore", in order to soft-delete/archive this account. Check…

April 5, 20240Comments

ByBilly Kawasaki

budgeting

Help and How To

Personal Budgeting and Mint Replacement: Why Wealthica Is the Ultimate Finance Tracking App

In today's dynamic financial landscape, managing personal finances effectively is more crucial than ever. With Mint closing, many Canadians are seeking alternatives that offer greater functionality, reliability, and security. Enter Wealthica – the ultimate Mint replacement that not only meets but exceeds the needs of what a modern-day personal finance app in Canada can do.…

March 26, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

Product Features

🔔 New Institution: Koho

We're excited to announce we now support Koho! To connect your Koho account, simply clicking on the +ADD > Banks & Brokerages > Koho.

March 13, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

🔔 New Institution: Koho

We're excited to announce we now support Koho! You and connect your Koho account by simply clicking on the +ADD > Banks & Brokerages > Koho.

March 13, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

✅ TD WebBroker Account Type Issue

This incident should now be resolved. Please note that the update to better identify the account types are more correct now. However, it did break the historical continuity for existing users. It’s not possible to route new data to old accounts, because account type is part of the account identification and can’t be changed. The…

February 27, 20240Comments

ByBilly Kawasaki

Journey Updates

Exciting Updates Coming Soon: New Personal Budget Features on Wealthica

Are you ready to take control of your finances like never before? At Wealthica, we're thrilled to announce some exciting updates that will revolutionize the way you manage your personal budget. Our upcoming features will empower you to budget with ease and confidence, helping you achieve your financial goals faster than ever before. Why You…

February 23, 20240Comments

ByBilly Kawasaki

New Feature: Transaction Rules

Managing your investment transactions just got easier with Wealthica's new transaction rules feature. Follow this step-by-step guide to set up rules that automate the categorization and editing of your transactions, saving you time and effort. Transaction Rules Feature Guide to Setting Up Transaction Rules on Wealthica 1. Navigate to the Transactions Tab: Open the Wealthica…

February 21, 20240Comments

ByBilly Kawasaki

Help and How To

NEW: Transaction Rules Feature and Guide

Managing your investment transactions just got easier with Wealthica's new transaction rules feature. Follow this step-by-step guide to set up rules that automate the categorization and editing of your transactions, saving you time and effort. Transaction Rules Feature Guide to Setting Up Transaction Rules on Wealthica 1. Navigate to the Transactions Tab: Open the Wealthica…

February 20, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

Performance Power-up Index Loading

We're working on resolving an issue with the performance power-up, where the performance benchmarks of indices have not updated since January 17.

February 15, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

✅ Resolved: Infinite Sync

An issue with syncs sticking in the syncing state has now been resolved. If you have noticed your connection stuck in syncing , please retry. The team has reset syncing institutions from our end as well.

February 5, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

✅ Enhancements to TD WebBroker (Core)

Several updates have been made to the TD WebBroker (Core) connector to improve its quality and stability. If you've experienced challenges connecting with TD WebBroker, please try again.

January 26, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

🔍 Verifying: Connectivity Desjardins Disnat

A fix has been issued for the $0 balance issue. The balances should now be correct after the next daily sync, or you can manually trigger a sync to update the balances.

January 17, 20240Comments

ByBilly Kawasaki

Unlocking Financial Connectivity: Wealthica Launches Canada’s Most Comprehensive Financial API

Montreal, January 12th – Wealthica, the leading Canadian wealth tracker, announces a significant milestone in its commitment to revolutionize the financial technology landscape. With an expansive network connecting over 150 Canadian financial institutions and brokerages, Wealthica proudly exposes its wealth and bank API, inviting fintechs, financial institutions, consumer apps, and portfolio management systems to seamlessly…

January 12, 20240Comments

ByBilly Kawasaki

Notifications Product Features

Wealthica Update #38: New transaction management features + many updates!

Wealthica Product Update We're excited to bring you the latest updates on Wealthica's transaction management. Key Updates to the Transactions Section: Get rid of the checkboxes and old action panel Save inline edit feature Add action panel Set Category as default option in list (only for new users) Disable Fee by default (only for…

December 22, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

TD EasyWeb: Use Core Connector

We've updated the Core TD EasyWeb connector to handle new changes on the TD portal. The Core connector is currently available and working. Yodlee and Plaid connectors are currently down. We have notified these data providers teams.

December 13, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

FTQ | Connectivity Issue

We received reports of syncing issues with FTQ, and our team is investigating this. We will update this page with all developments.

December 11, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

✅ Resolved: Wealthsimple Crypto | Add Institution Issue

We received reports of issues with adding new Wealthsimple Crypto connections. Our dev team is investigating this. We will update this page with all developments. This issue has now been resolved.

December 11, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

RBC Direct Investing | Connectivity Issue

We are working to resolve connectivity with RBC DI, following new security methods put in place by RBC. You can follow the incident here: https://wealthica.freshstatus.io/incident/406535

November 22, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

Resolved: National Bank Online Banking | Connectivity Issue

We received reports of syncing issues with National Bank Online Banking, and our team is investigating this. We will update this page with all developments. Follow the incident page here: https://wealthica.freshstatus.io/incident/404971

November 15, 20230Comments

ByBilly Kawasaki