Next Level Portfolio Tracker

Congratulations on making the market-winning decision to join Wealthica Premium!

Free

$ 0
/month
  • Last Day Stock Price
  • Connect Canadian Institutions
  • Custom Asset Groups
  • Balance Sheet
  • Capital Gains Report
  • Cash Drag Notification
  • New Transactions Notification
  • Third-party Power Ups
And More!
Sign Up Free

Premium

$ 11.99 /month
Also available at $125/year
  • 15 Min Stock Prices
  • Connect Canadian & US Institutions
  • Unlimited Holdings Portfolios
Everything in FREE plus:
  • Up-to-date holdings prices
  • Export to Google Sheets
  • 30% OFF Export to Microsoft Excel
  • 2nd row of widgets on Dashboard
And More!
Start a 7-day trial

Pro

$ 24.99 /month
Also available at $250/year
  • Accept Unlimited Sharing Invites
  • Clients List Window
  • Special Advisor Mention
Everything in Premium plus:
  • Premium Support
  • Whitelabel Upgrade Available
And More!
Get in touch

Wealthica Premium

The Ultimate Way to Track and Plan your Financial Life Automagically.

Get even more of the Wealthica you already love. Enjoy 15-minute delayed stock quotes for your holdings and net worth views so you can know exactly what your portfolio is worth right now. Organize your holdings into an unlimited number of portfolios you can track individually. Unlock dozens of additional features and power ups.

UNMATCHED FLEXIBILITY

Lose the Spreadsheet… or Automate It. Sync to Google Sheets or Excel.

Forget about repetitive data entry and logging into multiple accounts. Either use the Premium Wealthica online or mobile views or automatically sync the aggregated balances, positions and transations data to Google Sheets (Free with Premium) or Microsoft Excel (30% OFF) 10X faster.

BEST PORTFOLIO TRACKER

Up your Investing Game to Pick More Winners

Give the Wealthica Holdings view a boost with 1d change and cost basis data, revenues and more. Categorize and group your holdings into portfolios. Unlock the Stockchase Daily Top Picks with Experts Ratings at 75% discount to get more stock ideas and pick even more winners. Wealthica Premium allows you to save even more time tracking your investments.

TRY PREMIUM RISK FREE

60 Days Money Back Guarantee

Subscribers are fully protected by an unconditional money back guarantee. If you sign up and don't like Premium, just email us within 60 days and we'll give you a full refund – no questions asked.

money back gurantee

Compare our Plans!

Free Premium Pro
Connect Canadian Financial Institutions (Unlimited)
Connect US Financial Institutions (currently in Beta)
Create Assets Manually (Unlimited)
Assign Accounts to Groups (Family Members, Trust, Etc.)
Balance Sheet (Power Up)
Capital Gains Report (Power Up)
Currency Gains/Losses on Capital Gains Report
Cash Drag Notification
New Transactions Notifications
Budget (Power Up)
Income Report (Power Up)
Fees Report (Power Up)
Performance Report (Power Up)
Passiv Lite (Power Up)
More Power Ups
Support for Cryptocurrencies
Cointracking Integration (Use the Cointracking API for Free)
Enhanced Holdings View
15-Minute Delayed Quotes (Holdings View)
Unlimited Portfolios
Assign Holdings to Custom Categories
Premium Support
Sync Documents (Select Financial Institutions)
Access to unpublished connectors for testing
Priority requests for development of new connectors
Share your own dashboard
Accept Sharing Invites 3 Users Unlimited Unlimited
75% Discount on Stockchase Premium
Create custom attributes on manual assets
Split Asset Class
Export and Sync to Google Sheets $5.99/month
Export and Sync to Excel $5.99/month $4.19/month $4.19/month
Wealthscope plugin $15.95/month $15.95/month $15.95/month
Add historical values BEFORE you joined Wealthica (manual)
Access to new features first

Any question? Contact us!

Email us at hello@wealthica.com or chat with us in real-time using the chat widget at the bottom right of this page.