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

Journey Updates

🚀 Product Update: Fixes for Desjardins, EQ Bank, Interactive Brokers, and More

We’ve rolled out a new batch of fixes to improve reliability and accuracy across multiple connectors. Here’s what’s new this week: ✅ Fixes DFS Invest and SFL (Desjardins) We’ve fixed connection issues affecting both DFS Invest and SFL, which are part of the Desjardins group. Accounts should now connect and refresh properly, with up-to-date…

19 hours ago0Comments

Journey Updates

🚀 Product Update: iOS App Fixes, Desjardins VMD, Raymond James & More

We’ve rolled out several important fixes and improvements to keep your Wealthica experience running smoothly across platforms and institutions. Here’s what’s new: ✅ Fixes iOS App UI Overlay Issue (iOS 26) Some users on iOS 26 experienced an issue where the iPhone system status bar (time, Wi-Fi, and battery) overlapped with the Wealthica navigation…

October 16, 20250Comments

Journey Updates

🚀 Product Update: Fixes for Power-Ups, RBC, TD and more

We’ve been busy making improvements behind the scenes to keep your Wealthica experience smooth and reliable. Here’s the latest roundup of what we fixed and what we’re still working on: ✅ Fixes Power-Up subscriptions Some users were experiencing issues where their Power-Up subscriptions weren’t being recognized correctly. This caused interruptions in access to certain…

September 26, 20250Comments

Journey Updates

🚀 Product Update — Fixes for Manulife, Qtrade, Wealthsimple, EQ Bank & RBC

We’ve been busy behind the scenes making improvements to Wealthica, fixing connector issues, and rolling out small but useful enhancements. Here’s what’s new this week: 🔧 Connector Fixes Keeping your accounts connected and your data accurate is always our top priority. We’ve rolled out fixes for several institutions: Manulife GRS & Manulife Securities Fixed sync…

August 28, 20250Comments

How Wealthica Can Help You Avoid Financial Mistakes

How Wealthica Can Help You Avoid Financial Mistakes

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…

September 1, 20240Comments

ByOreoluwa Fakolujo

Investment Strategies_ A Comprehensive Guide for Canadian Investors

Investing Help and How To

Investment Strategies: The Canadian Investor’s Guide

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,…

August 3, 20240Comments

ByOreoluwa Fakolujo

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

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Journey Updates

New Realized Gains Reports and the Power of Adjusted Cost Base (ACB)

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…

April 16, 20190Comments

Purple image of cryptocurrencies

Journey Updates

Interview: New Partnership between Wealthica and CoinTracking

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…

March 19, 20190Comments

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Journey Updates

Interview with Patrick Kuczynski, Co-Founder and COO of ShareAlpha

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…

October 9, 20180Comments

Wealthica CEO to Speak at CFA Montréal’s “Fintech Series – The Future of Advice” Event

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…

May 8, 20180Comments

Journey Updates

Wealthica Now Supporting RBC Dominion Securities and BMO Nesbitt Burns

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…

April 19, 20180Comments

Major Wealthica Release: Holdings, Add-ons and Now Syncing with 42 Canadian Investment Institutions

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…

March 7, 20180Comments

Wealthica’s Partner Hardbacon Launches iOS App

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…

February 12, 20180Comments

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Interview With Bill and Chris Bruner, Founders of Stockchase

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…

January 9, 20180Comments

Google Finance Axes Portfolio Feature, Wealthica to the Rescue

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…

September 29, 20171Comment