We’re bringing you even more ways to effortlessly track all accounts in one place.
Late last year, we quietly introduced support for banking institutions as a beta, so you could track your global wealth across all your financial accounts. This feature enables you to add your regular bank accounts, credit cards, and investments you hold within banking portals alongside the investment portfolio tracker features you’re already used to on Wealthica.
This was heavily requested by many of you, and we’ve been hard at work to make it possible. ?
It’s now even easier to track all your financial accounts with support for both banking & investing financial institutions. Whether you want to track index funds (ETFs), mutual funds, stocks, spending or bank accounts, chances are Wealthica can connect. With support for 140+ Canadian financial institutions, Wealthica is Canada’s largest Canadian finance aggregator and the only one with a focus on investments.
Integrating a lot of new banking data into an investment-focused portal comes with some challenges and the division between banking and investing is still not optimal within Wealthica. We are working hard on developing filtered views for you to view banking and investing separately and for our email notifications to also allow for you to receive the details separately.
With the forthcoming versions of Wealthica, you’ll be able to have a better separation of investments and regular banking, so you can keep track of your transactions more clearly.
The search that finally lead me to Wealthica was “App to track a Canadian Mutual Fund”. Until I used the word “Canadian” all the lists of apps that came up just tracked individual stocks or some of the popular US index. When I got to Wealthica and all I had to do was sign in to my different accounts… it was AMAZING!
Now with support for banking, there’s even more reasons to call it amazing!
You can connect your banking institutions right now using the “Add Investment” button.
Wealthica will import accounts, balances, holdings and transactions for most institutions. While some institutions are still identified as BETA, each institution is safe and secure to use and connect.
The BETA tag means support for the institution can be limited or some issues like frequent disconnection could happen.
Help us enhance the BETA connectors by connecting your accounts and letting us know of any issues you detect. The ability to track all bank accounts will help you get a more holistic view of your overall financial health and bring all your financial accounts under one roof.
In order to bring support for more financial institutions to Wealthica faster we recently created and separated our connectors into two different collections :
Most Investment-related connectors are from the Wealthica ⌾Core collection, developed internally and exclusively for Wealthica. We can resolve issues with those connectors faster as it’s developed by our own internal dev team. We are regularly adding connectors to the Core collection, but we rely on Expand connectors to bring new financial institutions to Wealthica faster. Wealthica ⌾Core focusses on aggregation for investment accounts.
In order to bring support for new financial institutions to Wealthica faster, especially for banking portals, we created the Wealthica ♾Expand collection of connectors. Those connectors use third-party APIs to connect to the financial institutions.
Bring your Bank + Investment Accounts Together in One Place