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…
The quest for financial prosperity often leads investors to explore various investment strategies. Each strategy offers a distinct approach to navigating market complexities, balancing risk with potential returns, and achieving long-term goals. For Canadian investors, these strategies must be tailored to the unique dynamics of the Canadian market, considering factors like tax implications, economic conditions,…
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…
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
Capital gains are profits on an investment. When you sell investments at a higher price than what you…
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…
I sat down with Patrick Kuczynski, co-founder and Chief Operations Officer (COO) of ShareAlpha, a Montreal-based stock market investing tool that helps DIY investors find new investment ideas in seconds that match their investing style (I previously interviewed him last year on behalf of Fintech publication BankNXT). Patrick and his team recently developed an add-on…
Simon Boulet, Wealthica's CEO, will be a speaker at the "Fintech Series - The Future of Advice" event on May 23 in downtown Montreal. Organized by CFA Montréal, the event will offer an overview of the rapidly changing financial advisory landscape due to technological and societal factors. It is open to both CFA and non-CFA…
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 adding support for all the most popular investment platforms. Today thousands of investors…
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 with 42 Canadian investment institutions!
0.75.0 "Douglas Adams”
The answer to life, the universe and everything. This releases adds support for HSBC…
On February 8, Wealthica’s partner Montreal-based startup Hardbacon launched its iPhone app, aiming to democratize investing among younger population groups. The application is compatible with a number of online brokers including BMO InvestorLine and TD Direct Investing. It is designed to help users monitor their investments as well as to obtain real-time analysis of their…
I had the opportunity to sit down with Bill and Chris Bruner, a father and son duo that founded the successful DIY investors community Stockchase. Recently, Wealthica acquired Stockchase, with the intention of continuing their ground-breaking work.
Hi Bill and Chris, nice to connect with the both of you. Can you please tell me a…
Google recently announced some changes to Google Finance and its Portfolio features. The full communication from Google can be found here. They announced that from November, the portfolio tracking feature will be discontinued.
If you use Google Finance to track you portfolio you might be looking for some alternatives. Now that Google Finance is closing…