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

Martin L.

Martin is the CEO and Cofounder of Wealthica, your one-stop-shop for managing personal financial data. He has a background in finance and technology, and has a passion for helping people take control of their finances. Under Martin's leadership, Wealthica has become a leading portfolio tracker and investment aggregation technology provider, helping users make informed financial decisions by giving them a complete and up-to-date view of their financial situation. Martin has a proven track record of success in the industry and is dedicated to continuing to innovate and improve Wealthica's offerings. Martin is both a master of business and technology. Fortunately, he still favors tech.

66 articles published

Stock Manual Tracking App

Your Favorite Stock Tracking App, now with Manual Stock Tracking & Watchlist

We're excited to announce the launch of a much-requested feature: the ability to track stocks manually to your Wealthica account. Hopefully, this makes Wealthica your favourite free stock-tracking app! For years, you have been enjoying the simplicity of automatically loading your own investments and stocks into your investment accounts in Wealthica from the connected brokerages…

September 18, 20230Comments

Wealthica Notifications

🆕 New After the Close Daily Update

We are now featuring Allan Tong's After the Close comment right at the top of your Wealthica dashboard. Each day, Allan reviews and comments about what happened on the market. He also identifies the highlights of the day and some of the top moves. Discover Allan's After the Close on the Wealthica Browser App.

July 5, 20230Comments

Wealthica Notifications

🔥New RBC Online Banking Core Connector

We released a new Core connector for RBC Online Banking. You will find it in the normal connector list (search for RBC) with a "CORE" label on the right. We decided to build this online banking connector for RBC as alternatives for Yodlee and Plaid proved to be totally unreliable or incomplete. Note that RBC Online…

June 9, 20230Comments

Wealthica Notifications

Fixed: SunLife Balance Issue

The issue has been fixed. We are investigating an issue with Sunlife where balances are showing 0$. You can follow up on the incident here. It seems to be related with identifying the different versions of the portal. We target a resolution before the end of the week.

May 30, 20230Comments

Wealthica Notifications

Have you tried Income Investor Lite?

If you are looking to track your dividends, have a look at the Income Investor Power Up! The Income Investor power-up offers a variety of features that are useful for investors who are focused on dividends and passive investing. Read more here.

May 23, 20230Comments

iTrade: Please Try Reconnecting

We have just launched an updated edition of our Scotia iTrade connector. Kindly attempt to reconnect. It's important to note that this latest connector requires the activation of 2-Factor authentication. Please make sure 2fa is enabled on iTrade before connecting. Some users are now being asked to migrate to Canada Life at Work. If this…

May 15, 20230Comments

Wealthica Notifications

Issue Resolved: BMO Investorline

We completed the rewrite for BMO Investorline. Connectivity should be back to normal. You might have to reconnect using "Edit Credentials" if your connection is not updating. Thank you for your patience.

May 11, 20230Comments

How to Invest $100K for Passive Income

How to Invest $100K for Passive Income

Investing 100K for passive income is not an easy feat. The problem is not the size, of course, but the word “passive”. People might have $100K available to invest (and congrats!), but there isn’t any practically helpful guide when it comes to this aspiration. No doubt, online articles are a great source of information. But…

May 4, 20230Comments

Wealthica Notifications

Fix for BMO Investorline

We released a fix for BMO Investorline. Connectivity should be back to normal. Please try reconnecting your account and report problems at hello at wealthica.com or on our Reddit community.

April 13, 20230Comments

Wealthica Notifications

Fix for CIBC Investors’ Edge / Wood Gundy

We released a fix for CIBC Investor's Edge and CIBC Wood Gundy. Connectivity should be back to normal. Please report problems at hello at wealthica.com or on our Reddit community.

April 12, 20230Comments

Wealthica Notifications

Fix for Gestion Férique

We released a fix that should handle Gestion Férique 2FA properly. Please report problems at hello@wealthica.com

March 21, 20230Comments

Wealthica Product Update #14

Mises à jour Product Features

Wealthica Update #14: Connector fixes & more, plus Mobile App updates

Hey Wealthica users! What we fixed... We've been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. With the help of a Wealthica user, we finally made progress with fixing Manulife Security. Industrial Alliance (IA) has been fixed (phew!). We also squashed a Qtrade bug…

February 27, 20230Comments

Dividend Investor

Investing Mises à jour Product Features

Dividend Investor: New Power Up Alert!

We are excited to introduce the - Dividend Investor Power-Up - a new feature on Wealthica. 🥳 This powerful tool acts as a dividend tracker and analyzes income from your stock investments, giving you a comprehensive view of your dividends and future dividend forecast. This will enable you to make more informed decisions about your…

January 20, 20230Comments

td login cibc login scotiabank login and api

Product Features

Banking Connectivity gets a Reliability Boost; New TD, Scotiabank and CIBC Login Options Now Available

We've just made it easier to keep track of your finances! Our new connectivity options for TD, Scotiabank, and CIBC login allow users to combine banking activity with stocks and investments for a complete view of assets and net worth. Say goodbye to multiple logins (No more TD Easyweb login, CIBC login or…

January 13, 20230Comments

Wealthica Mobile App iOS

Product Features

The Best Portfolio Tracker App in Canada has Just Got Better: The New Mobile App is Here!

We are excited to announce the launch of the new Wealthica iOS Portfolio Tracker App, which brings the mobile experience closer than ever to the desktop version. With this new app, users will have access to a range of advanced features that were previously only available on the desktop version. These new additions makes Wealthica…

January 13, 20230Comments

Resolved: Issue logging in to Wealthica

Updated 4:30PM : The issue appears to be resolved. Amazon AWS hasn't confirmed this is resolved yet but things appear to have gotten back to normal in the last hour or so. We remain cautious and will continue monitoring the situation in the next hours and until AWS confirms this is resolved on their end. Please…

November 25, 20200Comments

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 feature enables you to add your regular bank accounts, credit cards, and investments you hold within…

June 8, 20200Comments

Help and How To Investing

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 credentials when connecting your Wealthsimple account to Wealthica, securely giving you instant control over your…

March 9, 20200Comments

Help and How To

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 Canadian brokerages. We also wrote a full Questrade Review on Stockchase. One of our favourite features on Questrade is…

February 18, 20200Comments

Tax Season

Journey Updates

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 to declare taxable gains and transactions. For TFSAs and registered accounts such as RRSPs…

February 17, 20200Comments

Wealthica Welcomes Eric Lemieux

Eric Lemieux, former Senior Executive at Desjardins, 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 investor in Wealthica. Eric Lemieux, a senior executive specializing in the financial industry has developed extensive experience notably…

January 29, 20200Comments

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. Wealthica makes it possible for self-directed investors to automatically load one's ETF portfolio into Passiv and calculate trades needed based on the…

January 24, 20200Comments

Help and How To

How to Succeed with Canadian Couch Potato Investing

Index investing, passive investing or Couch Potato investing is meant to reduce your costs (i.e. low management fees) while beating most of the mutual funds and/or advisor-managed accounts. The strategy is no secret: you choose a few low cost index-trade funds (ETFs) to create your own all-ETF portfolio according to your risk profile and…

January 23, 20200Comments

Journey Updates

Why is Wealthica Free? Happy New Year from Wealthica

Happy New Year! ? We’re happy to be starting off the year with a new product update for January. We’ve added several new add-ons to facilitate your investment management, announced a partnership with Fintech Station, and continue to improve your user experience on Wealthica. But before we go further into our product update, an early 2020…

January 14, 20200Comments

Help and How To

Instant Portfolio Analysis – The Secret to Exceed Your Financial Goals

Have you ever wondered if your portfolio is properly diversified and protected against downside? Wealthica is excited to announce the Wealthscope Portfolio Scorecard, available on Wealthica. The scorecard is available to all Wealthica users through a monthly or annual subscription. Interestingly, while it is not difficult to find individual stock or fund reports (most brokerages provide…

January 10, 20200Comments

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