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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.

72 articles published

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

Help and How To

How to Automatically Import/Export your Stocks Portfolio to Yahoo! Finance

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 challenge. Wealthica solves this problem for you…

December 29, 20190Comments

Help and How To

LendingLoop Returns and Performance; Now Aggregated on Wealthica

Peer-to-peer lending (P2P) is a great addition to your investment portfolio with added diversification and monthly fixed-income. In Canada, the peer-to-peer lending leader is Lending Loop. Wealthica now allows you to consolidate your Lending Loop Returns and Performance with your full investment portfolio. Let's explore how Wealthica can help you track your Lending Loop…

December 9, 20190Comments

December Product Update

Journey Updates

Hurray! We’re at $5B

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 review what’s been happening in December for Wealthica. We're at $5B We won’t be bragging about…

December 2, 20190Comments

Wealthica PU October

Journey Updates

Now Tracking $4.5B, Banking Beta Testing, Wealthsimple Trade and More!

Let's start with some great news: We are now tracking more than $4.5B in aggregated investments! That's a lot of zeros : $4,500,000,000 Thank you all for trusting us with your investing data. With your support, we've reached $4.5B in aggregated investment value and it won't stop getting better. Hopefully, we'll be tracking $10B at the…

October 9, 20190Comments

Picture of purple boxed presents

Journey Updates

Celebrating 4 years of Wealthica, On Our Way to Tracking $4 Billion

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 day. ? You promoting Wealthica either by email, on Reddit, Twitter, Facebook and other…

May 22, 20190Comments

Journey Updates

Announcing support for the new Wealthsimple API!

Connecting your Wealthsimple account to Wealthica has never been easier. Wealthsimple joins Questrade, WealthBar and Interactive Brokers in allowing their clients open access to their data through a secure API. This means you no longer need to enter your credentials when connecting your Wealthsimple account to Wealthica. If you already have your Wealthsimple account connected to…

March 12, 20190Comments

Wealthica Mobile

Journey Updates

Wealthica Mobile App Now Available

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 is the perfect companion to Wealthica’s web dashboard. Wealthica allows you to stay…

January 30, 20190Comments

Journey Updates

Support for Great-West and BMO adviceDirect, and Adjusted cost base (ACB) calculation

We are excited to announce the release of the latest version of Wealthica. This new release adds support for importing data from Great-West GRS and BMO adviceDirect, and fixes an outstanding issue that would prevent realized gains from being properly calculated. All transactions that did not have their realized gain set were reprocessed using the…

October 25, 20180Comments

Resolved syncing transactions from Questrade

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 Questrade to deploy a fix to this issue. They have reconfirmed this morning they are working on a fix and…

October 1, 20180Comments

Journey Updates

Add-ons and Google Sheets Export! Opening Wealthica to 3rd Party Developers

Today marks an important milestone for Wealthica, and in my opinion one of those "game changing moments" in the Canadian Open banking revolution. Wealthica is opening its platform to third-party developers, allowing anyone to make use of the data they have in Wealthica. We are also releasing the Google Sheets Export feature allowing our users…

July 26, 20180Comments

Journey Updates

Wealthica Celebrates its 3rd Anniversary!

Three years ago we embarked on this crazy journey to allow investors to take back control of their investment data. https://wealthica.com/blog/wp-content/uploads/2018/06/3rd-W.mp4 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 what do do; the two last startups I was involved with…

June 26, 20180Comments

Action Required for WebBroker and Tangerine Users (Updated Jun/7th)

[Updated June 7th]: We have just released an update that fixes some remaining issues with WebBroker. This update also adds support for WebBroker 2FA verification. If you haven't done so already you will need to login to Wealthica and reconnect your WebBroker account. If you are still having issues with WebBroker or Tangerine, please contact…

May 28, 20180Comments

New Web Site

No more Questrade sync problem – fix the connection!

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 order to make sure Wealthica can synchronize with your account…

April 23, 20180Comments

Update to TD WebBroker

Updated Feb 21st, 2018 Over the last weekend we started having problems importing data from TD WebBroker. This issue is now resolved. However the session with TD was reset and you will need to re-authenticate to resume the connection. We will be carefully following the situation with TD WebBroker in the next hours and the next days. Thanks…

February 17, 20180Comments

New Web Site

Update on Synchronization Delays

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 "Rescheduled" or "Syncing" state for extended period of time. This particularly affected users with TD, RBC…

December 11, 20170Comments

Documents Grid View

Latest Dashboard Updates Roundup : Pride and Privacy

We are constantly updating and improving Wealthica for our end users. Apologies on getting caught up in the daily grind and not having this update sooner for you. We pride ourselves on these fixes and improvements and will ensure timely updates in the coming days. In the mean time enjoy these recent…

November 1, 20170Comments

Google Finance Axes Portfolio Feature, Wealthica to the Rescue

Google recently announced some changes to Google Finance and its Portfolio features. The full communication from Google can be found here. They announced that from November, the portfolio tracking feature will be discontinued. If you use Google Finance to track you portfolio you might be looking for some alternatives. Now that Google Finance is closing…

September 29, 20171Comment

Tangerine Issue Resolved + Added Support for Mutual Funds

OCT 24TH 2017 Tangerine issues related to their new web site have been fixed now. Please fix the connectivity if it's showing it needs fixing. We also added support for mutual funds transactions under Tangerine which means a few new transactions could show up in your account. Let us know if you notice any…

September 29, 20170Comments

Commented Finance Links

Commented Links

Are robo-advisors risky?

Moneysense's Jason Heath writing about risk and robo-advisors... Robo-advisors are not safe. Nor are they risky. A robo-advisor is simply a type of investment company. Like mutual fund companies. And sometimes people irrationally think mutual funds are either safe or risky as well. They are. And they are not. I've been asking myself how robo-advisors clients…

September 12, 20170Comments