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

Journey Updates

Wealthica Update #26: Fidelity, Simplii and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we continued with the fixes of the problematic institutions that changed their portals. We fixed: Fidelity Investments connector, which should be able to sync correctly normally now.…

May 26, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #25: Wealthsimple Options, PC Financial and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we continued with the fixes to improve connectivity and data quality with institutions that changed their portals. Firstly, we added support for new Wealthsimple feature - Options!…

May 19, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

Top Wealth Aggregator, Wealthica, adds Vezgo to its Business Solutions

Wealthica and Vezgo, two leading financial and wealth data aggregators, have recently announced their intention to unite their collaboration to create a new B2B-focused brand called Wealthica Business Solutions. The joint venture seeks to provide linked account APIs that cover both traditional finance and Web3 Crypto Data, whitelabel 360-view dashboards, wealth data aggregation & insights,…

May 19, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #24: BMO InvestorLine, iA Private Wealth, Header Updates

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smooth. This week, we were busy fixing a couple of institutions which had issues: BMO InvestorLine fixed. There was a small issue with account balances, which has also been resolved. Please try fixing your…

May 12, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #23: Updates to iOS and Android App, HSBC and more

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we were busy fixing a couple of institutions which had issues, most likely due to the changes that institutions do in April and May every year. We…

May 5, 20230Comments

ByBilly Kawasaki

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

Journey Updates

Wealthica Update #22: 2FA Time-Outs, FTQ, GoPeer and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: 2FA issue where it would time out. This was affecting several institutions, which has now been resolved; FTQ connectivity is restored; the issue with GoPeer…

April 28, 20230Comments

ByBilly Kawasaki

Wealthica Announces Enhanced B2B and Wealth Data Solutions

Wealthica, Canada's top financial aggregation platform, is pleased to announce enhanced institutional and wealth management software solutions, designed to offer institutional partners a cutting-edge solution for their customers. Wealthica offers a robust data engine that provides businesses with comprehensive wealth data. Wealthica's B2B product is specifically designed for wealth managers, family offices and financial institutions that…

April 26, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #21: CIBC Investor’s Edge, Canaccord, Simplii and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: a partial outage with RBC Online Banking (Yodlee); CIBC Investor's Edge Wood Gundy. Please fix your connection in order to re-connect; connectivity issues with Cannacord…

April 14, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #20: CIBC Investor’s Edge, Yodlee Connectors, and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: a partial outage with our Wealthsimple Trade connector, and syncs are back up for everyone; CIBC Investor's Edge Wood Gundy. Please fix your connection in…

April 12, 20230Comments

ByBilly Kawasaki

Wealthica Now Aggregating $25B in Assets

Wealthica, the leading Financial Data Platform in Canada, now tracks over $25 billion dollars worth of assets, including stocks and bonds, real estate, crypto currencies and more on the platform. Investors can use Wealthica's aggregation technology to leverage their data and generate income reports, adjusted cost basis, and other relevant information about their portfolio. As tax…

April 11, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #19: Google Sheets Auto-Update, Gestion Férique and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we added one of the most requested features in Wealthica - adding stocks manually! Now, if you have a Stockchase account, you can track your stock holdings…

March 31, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #18: TD WebBroker fix, and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey as smooth as possible. This week, we were very busy fixing multiple connector issues, and we were quite successful with it! We are excited to announce that we fixed the TD WebBroker issue, which was…

March 24, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #17: update for iOS app, Manulife Securities fix, and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smooth. We had a small issue with AGF connector new screen, which we quickly fixed, and all connections should work as expected now! Manulife Securities connector is finally fixed and we received many positive feedbacks…

March 17, 20230Comments

ByBilly Kawasaki

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

Product Features

Wealthica Update #16: Transactions tab fix, support ticket issue resolved.

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother. We found a bug with our ticketing system which left some tickets from the past unanswered, so we've been busy answering all users that haven’t got a reply and fixing their problems! Reminder: usual…

March 10, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #15: Connector fixes & more, plus Mobile App updates

Hey Wealthica users! What we fixed... We've been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. With the help of a Wealthica user, we finally made progress with fixing Manulife Security and the development is now complete. We are moving to testing. Fidelity NetBenefits has…

March 3, 20230Comments

ByBilly Kawasaki

Wealthica Product Update #14

Mises à jour Product Features

Wealthica Update #14: Connector fixes & more, plus Mobile App updates

Hey Wealthica users! What we fixed... We've been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. With the help of a Wealthica user, we finally made progress with fixing Manulife Security. Industrial Alliance (IA) has been fixed (phew!). We also squashed a Qtrade bug…

February 27, 20230Comments

Product Features Mises à jour

Wealthica Update #13 (Feb. 10, 2022): SMS 2FA Delivery

This week's featured update: We are working to stabilize the delivery of the SMS 2FA codes. We are having some issues with our Amazon setup. Please update your 2FA to App-Based authentication for a seamless experience. You can find the guide here! What's new on Wealthica this week? EQ Bank connectivity resolved Raymon James…

February 10, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #12 (Feb. 3, 2022): Android Application Update Released

This week's featured update: Our Android application has gotten even better with a fresh new look and more functionality. Download it today here! What's new on Wealthica this week? Bitbuy connector has been updated to accommodate their new website design EQ Bank, added support for their spending account Resolved the SunLife connector not showing…

February 3, 20230Comments

ByBilly Kawasaki

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

Product Features

Wealthica Update #11 (Jan. 20, 2022): New Dividend Investor Power-up

This week's featured update: There is a new dividend tracking power-up now available on the power-up store. There are two version, a paid full-features version for $9.99/year or a lite version for free. What's new on Wealthica this week? Banking connectivity gets a reliability boost with Plaid connectors. Read our blog here.…

January 20, 20230Comments

ByBilly Kawasaki

td login cibc login scotiabank login and api

Product Features

Banking Connectivity gets a Reliability Boost; New TD, Scotiabank and CIBC Login Options Now Available

We've just made it easier to keep track of your finances! Our new connectivity options for TD, Scotiabank, and CIBC login allow users to combine banking activity with stocks and investments for a complete view of assets and net worth. Say goodbye to multiple logins (No more TD Easyweb login, CIBC login or…

January 13, 20230Comments

Wealthica Updates

Product Features

Wealthica Update (Jan. 13, 2022): New Mobile App Version and other fixes

This week's featured update: We have published an update for our mobile application on iOS! Read our blog post dedicated to the new app here. An update for the Android version is currently in development and will be available next week! What's new on Wealthica this week? Implemented Open Banking for Chase Bank…

January 13, 20230Comments

ByBilly Kawasaki

Wealthica Mobile App iOS

Product Features

The Best Portfolio Tracker App in Canada has Just Got Better: The New Mobile App is Here!

We are excited to announce the launch of the new Wealthica iOS Portfolio Tracker App, which brings the mobile experience closer than ever to the desktop version. With this new app, users will have access to a range of advanced features that were previously only available on the desktop version. These new additions makes Wealthica…

January 13, 20230Comments