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Product Updates June 02 2021

Early Free Access to Crypto Tracking Feature

We recently shared our secret link to add crypto institutions to your Wealthica on Reddit. You can get early free access to the CRYPTO tracking feature we've been working on for the last few weeks. It's currently a hidden feature you can only un...

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Product Updates April 26 2021

Connect your Wealthica

We've been working hard to enhance our product capability and our aggregation offering for developers and other Fintech apps for Canadians. If you are a developer, have a look at Wealthica for Developers. We are happy to announce 3 third-party ap...

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Product Updates January 28 2021

Introducing Wealthica V2

We're happy to announce that we are about to launch we're launching a huge enhancement for the desktop application that we call V2. Wealthica V2 features an enhanced design, better filtering options and lots of new features on the Holdings page. We'...

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Product Updates February 17 2020

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...

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Press Release January 24 2020

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....

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Product Updates January 14 2020

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 imp...

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Help and How To December 09 2019

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 Re...

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Product Updates December 02 2019

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 ...

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Product Updates October 09 2019

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 i...

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Product Updates April 16 2019

New Realized Gains Reports and the Power of Adjusted Cost Base (ACB)

Wealthica has recently enhanced its realized gains reports, now providing Adjusted Cost Base (ACB) to its users. In this article, we’ll brush up on those key concepts, and discuss the benefits of the ACB calculation method. Realized Gains 101 ...

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Product Updates March 12 2019

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 ...

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Product Updates October 25 2018

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 prop...

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Product Updates October 01 2018

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 Questra...

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Product Updates May 28 2018

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 W...

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Product Updates April 23 2018

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...

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Product Updates April 19 2018

Wealthica Now Supporting RBC Dominion Securities and BMO Nesbitt Burns

Today is a great day for Wealthica as we are announcing support for both RBC Dominion Securities and BMO Nesbitt Burns, two of the largest investment firms in Canada. In the last years our focus has been growing our users base exponentially by add...

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Product Updates March 07 2018

Major Wealthica Release: Holdings, Add-ons and Now Syncing with 42 Canadian Investment Institutions

Last week marked an important milestone that will shape Wealthica’s future: the release of add-ons. In the last three months, we also major features: new holdings layout, categorizations and additional supported institutions. We’re now syncing wi...

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Product Updates February 17 2018

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 b...

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Product Updates December 11 2017

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 "Resch...

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Product Updates November 01 2017

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 ...

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Product Updates September 29 2017

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 c...

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Product Updates July 25 2017

More Financial Institutions : Support for EQ Bank, Nest Wealth and 2 More

There’s been a lot of rain over Montreal and summer seems to have lost its way to the city. Less sun means less temptations for outdoor activities and more time at the office! We’ve got lots of things going on and we already completed more sit...

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Product Updates June 13 2017

New institutions and Disnat fix

We have been working a lot on our web site lately and still need to complete more web site enhancements. Still we found time to work on new institutions and some small improvements. v.0.64.0 "Stanley Cup" Release The Pittsburgh Penguins won...

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Product Updates May 18 2017

New Web Site, Features and Updates

Earlier this week I was reading GrooveHQ's blog and their latest post about How an angry email pushed us to start publishing more product updates really got me thinking we definitely have to do better in term of product updates for Wealthica. We r...

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