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

Investing

All about stocks, robo-advisors, ETFs and investing.

Wealthica + goPeer Login! Connect FREE with goPeer.

This collaboration brings an exclusive offer to our users and an alternative to keep using Wealthica for FREE. It also enables users to connect their goPeer login with the other banks or brokerage they use. We're excited to announce that we're partnering with goPeer, peer to peer lending canada, so you can get Wealthica Connect (Sync up…

November 21, 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

what is quantitative investing

What is Quantitative Investing and How Does it Work?

We often learn about hedge funds that incorporate a strategy called quantitative investing. These are also called quant funds and were popularized in the last few decades. Believe it or not, this is not a strategy only hedge funds can use but also retail investors. That's why it's important to understand it. So, what is…

March 13, 20230Comments

ByKonstantinos Kosmidis

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

inflation-industries

5 Industries that Have Suffered the Most Because of Inflation: How Much Exposure Do you Have to Them?

The pressure we faced by inflation this year is not unprecedented, but surely historic. In this post, we’ll help you understand the investment opportunities in an inflationary environment…

September 30, 20220Comments

ByKonstantinos Kosmidis

tfsa vs rrsp

TFSA vs RRSP: What’s the Difference?

Are you torn between choosing a TFSA and RRSP account? Worry not. In this article we will end the TFSA vs RRSP debate once and for all…

April 20, 20220Comments

ByKonstantinos Kosmidis

retirement fund

Investing Uncategorized

How to Avoid Outliving your Retirement Fund

One of the things that you need to do while planning for retirement is determining how long you expect your retirement to last. True, that’s easier said than done; predicting how long you will live as a retiree is not just dreadful, but also very easy to get wrong. What if you end up living…

February 14, 20220Comments

ByKonstantinos Kosmidis

Dividend Tracker

Dividend Tracking was Never that Easy!

Dividend Tracking shouldn’t be hard. Either a well-made dividend tracking spreadsheet or a dividend tracking app is enough to start tracking your dividends.

October 27, 20210Comments

ByKonstantinos Kosmidis

Free Tickets to Canadian Financial Summit

Canada's top financial experts are coming together to help you save more, invest better and worry less. The summit is designed to give you actionable advice through engaging seminars. Wealthica will be speaking at the summit to talk about our platform! Learn how to: Retire early on your own terms; Invest better; …

September 17, 20210Comments

ByBilly Kawasaki

rbc direct investing app

Here’s Something Better than the RBC Direct Investing App

Do your needs go beyond what the RBC Direct Investing app can offer? No sweat. Wealthica’s app will help you track your net worth and investments in one place!

September 14, 20210Comments

ByKonstantinos Kosmidis

Wealthica vs Mint

Investing Help and How To

Wealthica vs Mint: 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…

September 22, 20200Comments

FDATA North America Releases Report On Competition Issues Around Open Banking in Canada

On July 17, the Financial Data and Technology Association (FDATA) of North America released a paper on competition issues around customer-directed finance (often referred to as "Open Banking") and the financial data access competitive landscape in Canada. The paper’s release coincided with a virtual presentation by FDATA North America Executive Director Steve Boms, Senator Colin…

July 22, 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

Move Over ‘Open Banking’, Say Hi to ‘Consumer-Directed Finance’

About a year ago, I reported on the Department of Finance Canada launching a public consultation on the merits of open banking. On January 31, 2020, Minister of Finance, Bill Morneau, released the findings from the first phase of the review by the Advisory Committee and announced that the committee will go through a…

February 12, 20200Comments

Image of purple world globe

Could Canada’s Digital Charter Be a Game Changer for Open Banking?

In May 2019, Navdeep Bains, Canada's federal Minister of Innovation, Science and Economic Development, announced a Digital Charter which enumerates 10 principles for modernizing the rules guiding digital technology in the country. There are two principles in it that are quite relevant towards the adoption of Open Banking. The third states “Canadians will have…

July 4, 20190Comments

Purple Canadian flag

Department of Finance Canada Launching Public Consultation on Merits of Open Banking

The Department of Finance Canada has launched a public consultation on the merits of open banking. Concretely, what would open banking legislation in Canada mean for Wealthica users? It could enable easier access to your data through third party apps like ours, perhaps without even entering your credentials. Such would also regulate how data is…

January 22, 20190Comments

Wealthica CEO to Speak at CFA Montréal’s “Fintech Series – The Future of Advice” Event

Simon Boulet, Wealthica's CEO, will be a speaker at the "Fintech Series - The Future of Advice" event on May 23 in downtown Montreal. Organized by CFA Montréal, the event will offer an overview of the rapidly changing financial advisory landscape due to technological and societal factors. It is open to both CFA and non-CFA…

May 8, 20180Comments

Wealthica’s Partner Hardbacon Launches iOS App

On February 8, Wealthica’s partner Montreal-based startup Hardbacon launched its iPhone app, aiming to democratize investing among younger population groups. The application is compatible with a number of online brokers including BMO InvestorLine and TD Direct Investing. It is designed to help users monitor their investments as well as to obtain real-time analysis of their…

February 12, 20180Comments

Picture of people working on a wooden table

Interview With Bill and Chris Bruner, Founders of Stockchase

I had the opportunity to sit down with Bill and Chris Bruner, a father and son duo that founded the successful DIY investors community Stockchase. Recently, Wealthica acquired Stockchase, with the intention of continuing their ground-breaking work. Hi Bill and Chris, nice to connect with the both of you. Can you please tell me a…

January 9, 20180Comments

Investing Stock Investment Ideas

Wealthica + Stockchase: A New Way to Discover your Next Favourite Stocks

It’s official: Wealthica has acquired Stockchase, an established online community for DIY investors. There is a wealth of information collected on the site from investment experts; many years of comments have been captured and are easily accessible. The team at Wealthica has worked hard to modernize the site and improve the overall user experience. Today…

November 27, 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

Commented Finance Links

Commented Links Investing

You have been thinking about momentum investing strategies?

Moneysense writing about Momentum strategies... Momentum strategies involve investing in stocks that have displayed a recent short term positive trend in a certain quality such as price, earnings, profitability, etc. For the most part, momentum concentrates on price trends and they do not look at the stock’s business, industry or competitiveness. The theory behind momentum investing…

September 1, 20170Comments