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Investing June 08 2020

All posts by Simon Boulet

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 cr...

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Help and How To February 18 2020

All posts by Simon Boulet

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...

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Press Release January 29 2020

All posts by Simon Boulet

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....

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Help and How To January 23 2020

All posts by Simon Boulet

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 imp...

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Help and How To January 10 2020

All posts by Simon Boulet

Yahoo! Finance has a great app for stock quotes and news. You might like to use Yahoo! Finance mobile app to stay informed about the stocks you watch or own. Keeping your Yahoo! Finance watch list in sync with your actual portfolio might be a ch...

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Help and How To December 09 2019

All posts by Simon Boulet

What's new for Wealthica in November December.... December is already here. 🎅 It’s almost time for us to wish you a Merry Christmas and Happy New Year! Let’s put your Black Friday and Cyber Monday shopping lists aside for a few minutes and ...

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Product Updates October 09 2019

All posts by Simon Boulet

Time flies! Today Wealthica celebrates its fourth anniversary. The team has worked hard and these are our bragging rights for this special occasion. The reality is you, the Wealthica users, make us feel like each day of Wealthica is an anniversary d...

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Product Updates March 12 2019

All posts by Simon Boulet

You’ve been asking for a mobile app for a long time. We’re happy to announce that it’s finally here! You can now track your entire net worth and investments on your mobile phone. Available for both Android and iOS, the new Wealthica App ...

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Product Updates October 25 2018

All posts by Simon Boulet

Resolved 2018-10-08. This issue is now resolved. All transactions for Questrade were imported and transactions syncs were re-enabled. We will be closely monitoring the situation in the next days. Update 2018-10-05: We are still waiting for Questra...

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Journey Updates July 26 2018

All posts by Simon Boulet

Three years ago we embarked on this crazy journey to allow investors to take back control of their investment data. In early 2015, I sat down for a coffee with Eric Chouinard, one of my mentors, and now co-founder in Wealthica. I wasn't sure...

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Product Updates May 28 2018

All posts by Simon Boulet

Last week there was an issue with Questrade's API Tokens and all connections with Questrade accounts have to be fixed. If you are a Questrade user, please log into Wealthica and click on the "Fix It" link next to Questrade in the institutions list in...

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Product Updates February 17 2018

All posts by Simon Boulet

JAN 19TH 2018 This issue has been resolved and syncs are now back to normal level. A recent update to Wealthica, coupled with the rapidly growing number of new users and institutions in the platform, caused some institutions to remain in "Resch...

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