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

ByMartin L.

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

ByPhil Siarri

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

ByPhil Siarri

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

ByPhil Siarri

Investing

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…

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

ByPhil Siarri

Product Status

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

ByPhil Siarri

Investing

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

ByPhil Siarri

Picture of people working on a wooden table

Investing

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

ByPhil Siarri

Investing

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

ByMartin L.