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…
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…
The pressure we faced by inflation this year is not unprecedented, but surely historic.
In this post, we’ll help you understand the investment opportunities in an inflationary environment…
Dividend Tracking shouldn’t be hard. Either a well-made dividend tracking spreadsheet or a dividend tracking app is enough to start tracking your dividends.
As you may already know, Zabo is being acquired by Coinbase and they won’t be offering their crypto API as a service anymore.
Since there aren’t many great services like Zabo out there, this is quite disappointing. But I’m very glad to announce to you that it’s not the end of the world!
Vezgo Is…
Your search for an Interactive Brokers API documentation stops here. This is how you can have your balance, holdings, and transactions history in one place…
Index investing, passive investing or Couch Potato investing is meant to reduce your costs (i.e. low management fees) while beating most of the mutual funds and/or advisor-managed accounts. The strategy is no secret: you choose a few low cost index-trade funds (ETFs) to create your own all-ETF portfolio according to your risk profile and…
Yahoo! Finance has a great app for stock quotes and news.
You might like to use Yahoo! Finance mobile app to stay informed about the stocks you watch or own. Keeping your Yahoo! Finance watch list in sync with your actual portfolio might be a challenge.
Wealthica solves this problem for you…
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…
Time flies! Today Wealthica celebrates its fourth anniversary. The team has worked hard and these are our bragging rights for this special occasion. The reality is you, the Wealthica users, make us feel like each day of Wealthica is an anniversary day. ?
You promoting Wealthica either by email, on Reddit, Twitter, Facebook and other…
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…
It's nearly the end of the year and it's time to reflect on our successes as well as challenges. Instead of writing a typical year end recap, I asked several Wealthica team members and partners about their own experience in the last 12 months.
Simon Boulet, CEO and Co-Founder
"There was really two main goals for…
On October 30 at the Canada Fintech Forum conference, I met with both Simon Boulet (CEO and co-founder of Wealthica) and Patrick Kuczynski, CFA (COO and co-founder of ShareAlpha, a platform for DIY investors). Last month, Patrick and his team launched an add-on for Wealthica users; the event at the Palais des congrès de Montréal…
The Canada Fintech Forum in Montreal is the biggest event of its kind in the country. Of course, the Wealthica team was there at the 2018 edition which took place on October 30 and 31. Simon Boulet, our CEO and co-founder gave a rare video interview in which we discussed his impression of the conferences,…
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…
I recently caught up with Simon Boulet, CEO and co-founder of Wealthica. This is a follow up to an interview Nuadox (a publication I manage) has published last March. We discussed the meaning of “Open Data”, recent changes in the Canadian Open Banking space and the potential benefits of financial aggregation for established financial institutions.
Phil…
I had an opportunity to sit down with Nicolas Delattre, a Montreal-based software developer and Wealthica supporter who released an unofficial mobile app using the Wealthica API (the application was authorized by the Wealthica team).
He is the first Wealthica user to release an application that uses our API and we hope this encourages others…
Three years ago we embarked on this crazy journey to allow investors to take back control of their investment data.
https://wealthica.com/blog/wp-content/uploads/2018/06/3rd-W.mp4
In early 2015, I sat down for a coffee with Eric Chouinard, one of my mentors, and now co-founder in Wealthica. I wasn't sure what do do; the two last startups I was involved with…
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…
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…
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…