We're excited to announce we now support Koho! You and connect your Koho account by simply clicking on the +ADD > Banks & Brokerages > Koho.
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…
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…
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 Advisory Committee and announced that the committee will go through a…
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 Returns and Performance with your full investment portfolio. Let's explore how Wealthica can help you track your Lending Loop…
I had an opportunity to sit down with Vancouver-based software developer and Wealthica supporter Elayamani Krishnamoorthi. He is the author of the Portfolio Tracker Add-On for Wealthica, which enables users to compare their portfolio value against the total deposits made as of date.
We discussed what attracted him to Wealthica, his reasons for conceiving the…
I recently sat down with Dario Kachel, CEO and Founder at CoinTracking, and Wealthica’s CEO Simon Boulet. Munich, Germany-based CoinTracking recently partnered with Wealthica; it is a platform that analyzes all your cryptocurrency transactions and generates in real-time a vast amount of useful insights such as the profit / loss of your trades, the value…
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 like ours, perhaps without even entering your credentials. Such would also regulate how data is…
It’s official: Wealthica has surpassed 1 billion dollars in aggregated investments and assets. The team is delighted to have met such milestone by year end. Last month coincided with a period of robust growth as 300+ new members were added. So... how did we achieve this?
We had some help from Google! Google Finance…
We started building Wealthica in April 2015.
At that time, it was all about building something to solve our problem. We had begun investing and weren’t happy with the products available on the market.
Since building technology is second nature to us, we were confident that we could build something better. So we went along with…