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Investing September 17 2021

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 platfor...

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Investing September 14 2021

Here’s Something Better than the RBC Direct Investing App

The RBC Direct Investing app has delivered the luxury of monitoring your investments on the go. If you’re a short-term trader, this may be significantly beneficial, indeed. But what if your net worth isn’t tied in securities and cash held on ...

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Investing September 22 2020

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 wort...

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Investing July 22 2020

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 Ca...

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Investing June 08 2020

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 fea...

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Help and How To March 09 2020

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 cr...

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Investing February 12 2020

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 A...

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Investing July 04 2019

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. https://youtu...

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Investing January 22 2019

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...

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Investing May 08 2018

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 du...

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Investing February 12 2018

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 a...

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Investing January 09 2018

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. ...

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Investing November 27 2017

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...

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Investing September 29 2017

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 Fi...

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Commented Links September 01 2017

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 co...

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