Managing personal finances can be overwhelming, especially when navigating Canada's unique financial landscape. Canadians face various financial challenges, from understanding the nuances of tax-advantaged accounts like RRSPs and TFSAs to keeping track of investments and debt. Wealthica becomes a powerful ally, helping you avoid common mistakes that could otherwise jeopardize your financial future. By providing…
Canada was the first country to approve a spot Bitcoin ETF. The Purpose Bitcoin ETF launched on the Toronto Stock Exchange in February 2021. The Canadian crypto ETF market has since expanded to cover Bitcoin, Ether, and XRP, with assets under management approaching CAD $6 billion by the end of 2025. The US approved spot…
The Canadian investing landscape in 2026 includes more registered account types than ever. RRSP, TFSA, FHSA, and RESP are all available. Low-cost ETFs like XEQT, VEQT, and XIC keep MERs below 0.25%. Do-it-yourself platforms include Wealthsimple Trade, Questrade, and TD Direct Investing. The strategy you pick determines which tools you use and in what proportion.…
To make a financial budget, list every source of after-tax income and track all expenses for 30 days. Choose a method: 50/30/20, zero-based, envelope, or pay-yourself-first. Allocate every dollar across needs, wants, savings, and debt. In Canada, the allocation also covers RRSP, TFSA, FHSA, and RESP contributions alongside fixed costs.
Canadians have a budgeting gap.…
Adjust your book value manually
Hey Wealthica users!
What's been shipped!
Over the past few weeks, our dedicated team has been addressing some crucial connectivity issues that arose. Our developers have successfully deployed fixes and updates for Canada Life and PC Financial portals, ensuring seamless integration. If you've encountered any hiccups, we encourage you to reconnect and provide us with…
In today's dynamic financial landscape, managing personal finances effectively is more crucial than ever. With Mint closing, many Canadians are seeking alternatives that offer greater functionality, reliability, and security. Enter Wealthica – the ultimate Mint replacement that not only meets but exceeds the needs of what a modern-day personal finance app in Canada can do.…
We're excited to announce we now support Koho! To connect your Koho account, simply clicking on the +ADD > Banks & Brokerages > Koho.
Are you ready to take control of your finances like never before? At Wealthica, we're thrilled to announce some exciting updates that will revolutionize the way you manage your personal budget. Our upcoming features will empower you to budget with ease and confidence, helping you achieve your financial goals faster than ever before.
Why You…
Managing your investment transactions just got easier with Wealthica's new transaction rules feature. Follow this step-by-step guide to set up rules that automate the categorization and editing of your transactions, saving you time and effort.
Transaction Rules Feature Guide to Setting Up Transaction Rules on Wealthica
1. Navigate to the Transactions Tab: Open the Wealthica…
Montreal, January 12th – Wealthica, the leading Canadian wealth tracker, announces a significant milestone in its commitment to revolutionize the financial technology landscape. With an expansive network connecting over 150 Canadian financial institutions and brokerages, Wealthica proudly exposes its wealth and bank API, inviting fintechs, financial institutions, consumer apps, and portfolio management systems to seamlessly…
With the recent announcement of Mint's closure, you are likely seeking a reliable method to backup your Mint Export data and safeguard your valuable financial data. The process of importing your Mint export data into a new platform should be smooth and secure, allowing you to continue managing your finances with minimal disruption. The key…
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 is…
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…
[Questions & Discussions on Reddit here.]
Dear Wealthica users,
First, please accept my apologies for the lack of communication related to the pricing structure changes that were implemented this morning. We've been working for months on shifting our model from free to paid, it started with last year's announcement and introduction of the Connect…
We're excited to announce the launch of a much-requested feature: the ability to track stocks manually to your Wealthica account. Hopefully, this makes Wealthica your favourite free stock-tracking app!
For years, you have been enjoying the simplicity of automatically loading your own investments and stocks into your investment accounts in Wealthica from the connected brokerages…
Hey Wealthica users!
What's new...
We have made many performance optimizations that makes loading data on the dashboard much quicker. We've also updated our log-in page design and functionality.
We added support for Servus Credit Union through Plaid and a new Quertwealth connector through Yodlee for users who only have a Questwealth Portfolio…
Hey Wealthica users!
What's new...
We have a new in-house RBC Online Banking (Core) connector that we've made available to all users.
You can also now access Stockchase directly from your Wealthica dashboard to explore opinions on your stocks and find new ones that interest you.
What we fixed...
We’ve been busy fixing bugs…
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've resolved a balance issue with Sun Life Financial where users reported their accounts were showing a value of 0. We have now resolved this, and the…
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've resolved a major issue with Sun Life Financial where users reported their accounts were showing a value of 0. We have now resolved this, and the…
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.…
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!…
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,…
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…
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…