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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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.…
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…
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…
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…
What's new on Wealthica this week?
Overall sync issue due to a problem with proxies fixed 10 Year Promo adjustments made First successful connections with Plaid integration Issue with FTQ 2FA fixed
What we're still working on...
Issue with Investia due to the introduction of new visual changes Issue with Fidelity Investments Canada due to…
What's new on Wealthica this week?
Fidelity Netbenefits connector bugs resolved FTQ outage repaired Plaid connector template has been completed W:Data fixes for admin TD WebBroker fixed crashed due to empty transactions Fixed minor Questwealth log-in bugs
What we're still working on...
Mobile application updates for holdings page and other bug fixes New dividend power-up…
What's new on Wealthica this week?
Fidelity Netbenefits investment positions minor changes Questwealth re-direct error resolved and incorrect account number verification Validate GoPeer transactions W:Data clean-up Wealthica Connect Unlimited announcement
What we're still working on...
Mobile holdings page improvement, UI clean-up Finalize Fidelity Netbenefits's connector New dividend power-up to be published soon
Plus,…
Wealthica will be launching a new subscription plan called CONNECT UNLIMITED on January 9th, 2023! We’ll be limiting free accounts to 2 connections, and this subscription will give users the ability to connect an unlimited number of institutions on Wealthica.
For many months, Wealthica experienced increased costs (salaries, third-party agreements, infrastructure, datacenter costs, etc.). We…
What's new on Wealthica this week?
Questwealth is now available, please note it is a separate connector to Questrade Fixed a visual bug on Wealthica dashboard More transaction types for Coinbase GoPeer bug fixes Richardson Wealth bug fixes Identified new terms of service agreement screen, and modifications to Canada Life connector
What we're still working on...
Mobile App…
What's new on Wealthica this week?
Support for Questwealth as a separate connector Added Bitbuy to our W:Invest marketplace TD WebBroker connector update Enhancements for Burgundy Asset Management connector Mobile App: Updating groups and header Mobile App: Fixes with Home Page, Groups Filters and Holding page
What we're still working on...
Fixing Canada Life accounts…
What's new on Wealthica this week?
iA Private Wealth improvements to holdings and transactions Fixed BMO Nesbitt Burns duplicate accounts issue Added Questwealth oauth credentials support, new connector coming next week! Enhancements for Burgundy Asset Management connector Mobile App: Override categories for an account Mobile App: Fixes for different screen sizes Mobile App: bugs…
What's new on Wealthica this week?
Updated Manulife GRS connector New Manulife VIP Room (previously Standard Life) connector We rewrote Manulife Securities to adapt to new Mutli-Factor Security flow Tangerine connector has been updated for improved stability (mixed results so far) The TD WebBroker connector has been rewritten (mixed results so far) Resolved Binance transactions…
What's new on Wealthica this week?
Updates to GoPeer connector. Users need to re-connect this connector. We rewrote Manulife Securities to adapt to new Mutli-Factor Security flow Parsing issue with RBC Dominion Security has been fixed Resolved issue due to new splash screen with CIBC Investors Edge New adjustments made for BMO Nesbitt Burns …
What's new on Wealthica this week?
We added support for 2fa on EPQ (Épargne Placement Québec) 🔐
We fixed authentication problems with NBF
We fixed issues with FTQ Flexifonds
We fixed transactions & positions crashes on HSBC Investdirect
We fixed a delayed new login location email issue (emails could lag a…
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…