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How to Manage a Financial Windfall

Investing Help and How To

How to Manage a Financial Windfall

Sudden financial gains often arrive unexpectedly. They might come from an inheritance, a business sale, a lottery prize, or even a legal settlement. Whatever the source, a large sum of money can shift your financial life overnight. For many people, it brings a mixture of excitement and anxiety. The opportunities are immense, but so are…

October 6, 20250Comments

ByOreoluwa Fakolujo

Low-Risk-Investing-How-to-Grow-Wealth-Without-Losing-Sleep

Help and How To

Low-Risk Investing: How to Grow Wealth Without Losing Sleep

Building wealth can feel like a high-stakes game, but it does not have to be. The goal is not always to chase the highest returns. Sometimes, the wisest move is to grow steadily, protect what you have, and let your money work with minimal stress using low-risk investing. It is a calm and measured approach…

September 9, 20250Comments

ByOreoluwa Fakolujo

Do I Need a Holding Company_

Investing Help and How To

Do I Need a Holding Company?

The idea of creating a holding company often arises at certain stages of financial growth. Entrepreneurs, investors, and professionals sometimes come to a point where personal ownership of assets feels limiting. A holding company, by design, provides a structure that centralizes ownership while creating protection and flexibility. It does not operate like a store or…

September 2, 20250Comments

ByOreoluwa Fakolujo

Asset-Based Mortgages vs Traditional Mortgages_ Which One Is Right for You_

Investing Help and How To

Asset-Based Mortgages vs Traditional Mortgages: Which One Is Right for You?

The road to homeownership can take a very different path depending on your financial situation. Some people have a steady job, predictable income, and clear pay stubs. Others might have considerable wealth tied up in stocks, real estate, or other non-traditional assets, but very little income showing on paper. Lenders once saw these people as…

June 11, 20250Comments

ByOreoluwa Fakolujo

Top-10-Recession-Resistant-Stocks-and-ETFs-Canadians-Should-Watch

Help and How To Investing

Top 10 Recession-Resistant Stocks and ETFs in Canada

The economy moves in cycles. Sometimes, growth feels unstoppable, and other times, it slows down. As an investor, knowing how to prepare for a recession is the key to navigating uncertain times. You don’t need to make risky bets or guess where the market is heading. You just need to know where to look. Some…

May 21, 20250Comments

ByOreoluwa Fakolujo

Cash vs. Equity Compensation_ Making the Right Choice for Your Financial Future

Help and How To

Cash vs. Equity Compensation: Making the Right Choice for Your Financial Future

Many employees are often faced with choosing between cash and equity compensation, leaving them in a dilemma of making the most critical financial decision in their career. Cash offers stability, immediate access to funds, and predictable earnings, making it the preferred option for those prioritizing financial security. Conversely, equity provides an opportunity to share in…

April 1, 20250Comments

ByOreoluwa Fakolujo

Help and How To

How to Use Pledged Asset Lines for liquidity

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…

December 31, 20240Comments

ByOreoluwa Fakolujo

Family Wealth Protection_ Safeguarding Your Legacy for Generations

Help and How To

Family Wealth Protection: Safeguarding Your Legacy for Generations

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…

December 31, 20240Comments

ByOreoluwa Fakolujo

Taking Stock of Your Finances With Financial Inventory

Investing Help and How To Stock Tracking

Taking Stock of Your Finances With Financial Inventory

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…

December 31, 20240Comments

ByOreoluwa Fakolujo

Investment Strategies_ A Comprehensive Guide for Canadian Investors

Investing Help and How To

Investment Strategies: The Canadian Investor’s Guide

The quest for financial prosperity often leads investors to explore various investment strategies. Each strategy offers a distinct approach to navigating market complexities, balancing risk with potential returns, and achieving long-term goals. For Canadian investors, these strategies must be tailored to the unique dynamics of the Canadian market, considering factors like tax implications, economic conditions,…

August 3, 20240Comments

ByOreoluwa Fakolujo

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

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 vs Mint

Investing Help and How To

Mint vs Wealthica: Net Worth Trackers Compared

I was using Mint for a number of years and have been a Wealthica user for around three years. Initially, I thought that there was not much comparison between Wealthica vs Mint, but in reality they are quite different. Although they are both net worth trackers, Mint is more for day-to-day budgeting and Wealthica is…

November 30, 20230Comments

interactive brokers api documentation

Help and How To

Why you Don’t Need an Interactive Brokers API Documentation

Your search for an Interactive Brokers API documentation stops here. This is how you can have your balance, holdings, and transactions history in one place…

July 27, 20210Comments

ByKonstantinos Kosmidis

Help and How To

How to buy stocks in Canada? The DIY Investing, Advisors or Robo Dilemma

Are you ready to start investing your hard earned money so your money works just as hard for you? You might be wondering how to buy stocks in Canada and where to start on your DIY Investing journey. But, do you really have to do it yourself? There are a variety of different resources…

November 3, 20200Comments

ByMelisa Hernandez

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

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

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