Wealthica 2.4.7

Wealthica provides an effortless solution for Canadians to monitor their investments. It aggregates your financial data from various institutions, offering an unbiased overview of your wealth. With support for over 100 Canadian financial entities, Wealthica is Canada's largest financial aggregator.

Net Worth Tracking

Keep track of your complete net worth, spanning stocks, equities, fixed income, real estate, and more. Create groups to monitor net worth across family members or entities.

Free and Updated Daily

Automatic syncing eliminates manual data entry. Simply sign up, connect your accounts, and review your synchronized data daily.

Transactions

Access all investment transactions in one list and receive alerts for new activities.

Holdings

View all investments at a glance, categorize holdings, and assess daily performance to aid in portfolio rebalancing.

Compatible with Wealthica Web

The Wealthica Mobile App complements the web version, offering additional reports and features. Share data securely with family members or financial professionals and export to Google Sheets for seamless financial management.

Supported Financial Institutions

• Wealthica syncs with 100+ Canadian financial institutions, including popular ones such as RBC Direct Investing, Questrade, and TD Waterhouse.

Private and Secure

Wealthica ensures top-notch privacy and security for your data. With robust protocols in place, the platform is trusted by thousands of Canadians to track assets exceeding $7.3 billion.

The service offered by Wealthica is often referred to as "The Canadian alternative to Personal Capital."

• Terms of Service: Wealthica Terms of Service