Wealthica is the free, effortless way for Canadians to track their investments.

Each day, Wealthica connects to your financial institutions and saves all your transaction history. It allows you to see all your investments in one place and get an unbiased view of your wealth. Wealthica is the largest financial aggregator in Canada with support for 100+ Canadian financial institutions and investment platforms.

NET WORTH TRACKING

Track your entire net worth: stocks and equities, fixed income and funds, real estate, cars, private investments or any other value item. Know what you and your family are worth. Create groups for family members, companies or family trust to track your net worth among multiple entities.

FREE AND UPDATED DAILY

No need to enter your data manually. Simply : 1- Sign up for free. 2- Connect your investment accounts. 3- Review your automatically synced data daily.

TRANSACTIONS

All your transactions from all your investment accounts in a single list. Get daily or weekly email alerts for new transactions and cash drag.

HOLDINGS

View all your investment holdings in a single list. Categorize and review your holdings’ daily performance. Use the holdings view to validate your asset allocation or plan rebalancing for your portfolio.

COMPATIBLE WITH WEALTHICA WEB

The Wealthica Mobile App is a great companion to our Web App. Log on at

https://app.wealthica.com

using the same credentials you use for connecting to our Mobile App. Explore the add-ons section to discover new reports and advanced features. Share your data with trusted family members, advisors or other financial professionals. Export your data to Google Sheets and instantly automate your financial spreadsheet from the web.

SUPPORTED FINANCIAL INSTITUTIONS

Wealthica automatically syncs your holdings and transactions from a growing list of 100+ Canadian financial institutions. Your institution isn’t on the list?

Contact us

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AGF, Assante, BMO InvestorLine, BMO adviceDirect, BMO Nesbitt Burns, Canaccord Genuity, CIBC Investor's Edge, CIBC Wood Gundy, Computershare Employee Online, Credential Securities, Desjardins Valeurs Mobilières (VMD), Desjardins Courtage en Ligne (Disnat), Desjardins Private Wealth (GPD), Desjardins SFL, Épargne Placement Québec, EQ Bank, Fondaction CSN, Fonds de solidarité FTQ, Gestion FÉRIQUE, Great-West Group Retirement (GRS), HSBC InvestDirect, Industrial Alliance Financial Group, Investia, Industrial Alliance Securities, Interactive Brokers, Investors Group (IG Wealth Management), IPC Investment, IPC Securities, Laurentian Bank Direct Brokerage, Lending Loop, Manulife Group Retirement (GRS), Manulife VIP Room (previously Standard Life), Manulife Securities, MD Financial Management, ModernAdvisor, National Bank Independent Network, National Bank Direct Brokerage, National Bank Financial, National Bank Private Banking 1859, Nest Wealth, Qtrade Investor, Quadrus, Questrade, Raymond James, RBC Direct Investing, RBC Dominion Securities, Scotia iTrade, Sun Life Financial, Tangerine, TD Direct Investing, TD Waterhouse, Virtual Brokers, WealthBar and Wealthsimple.

PRIVATE AND SECURE

Your privacy and security is our top priority. Thousands of Canadians trust Wealthica to track over $7.3B of their assets. We use the latest technologies and have strict processes in place to protect your financial information. No one can move money; Wealthica only reads and saves your brokerage data to build a visual dashboard of all your financial investment. We will never sell, publish or share your contact information or any identifiable personal information to third parties.

“The Canadian alternative to Personal Capital“

Wealthica is a powerful and user-friendly wealth management platform that empowers individuals to gain a comprehensive view of their financial health. Designed for both experienced investors and those just starting out, Wealthica seamlessly integrates with a wide range of financial institutions, providing users with a consolidated and up-to-date snapshot of their assets, liabilities, and cash flow.

Key Features

* Account Aggregation: Wealthica seamlessly connects to over 150 financial institutions in Canada and the United States, enabling users to import account balances, transactions, and investment holdings from multiple sources into a single platform.

* Net Worth Tracking: The platform automatically calculates and displays users' net worth, providing a real-time assessment of their financial standing.

* Budgeting and Cash Flow Management: Wealthica's budgeting tools allow users to create and track their income and expenses, identify areas of overspending, and plan for future financial goals.

* Investment Tracking: Users can monitor the performance of their investment portfolios, including stocks, bonds, mutual funds, and ETFs, and receive real-time market updates.

* Retirement Planning: Wealthica offers retirement planning tools that help users estimate their retirement income needs, track their progress towards retirement goals, and explore different retirement scenarios.

* Tax Optimization: The platform provides tax optimization suggestions, identifying potential tax savings and helping users minimize their tax liability.

* Personalized Insights: Wealthica analyzes users' financial data and provides personalized insights, highlighting potential areas for improvement and suggesting strategies to enhance their financial well-being.

* Mobile App: Wealthica's mobile app allows users to access their financial information on the go, track their progress, and receive notifications about important financial events.

Benefits

* Comprehensive Financial Picture: Wealthica provides a consolidated view of all financial accounts, giving users a complete understanding of their financial situation.

* Improved Financial Decision-Making: With access to real-time financial data and personalized insights, users can make informed financial decisions based on a comprehensive understanding of their finances.

* Time Savings: By automating the aggregation and analysis of financial data, Wealthica saves users significant time and effort that would otherwise be spent manually tracking their finances.

* Peace of Mind: Wealthica provides peace of mind by ensuring that users' financial information is secure and up-to-date, giving them confidence in their financial planning.

Pricing

Wealthica offers three pricing plans:

* Free: Limited account aggregation, basic budgeting tools, and access to insights on up to three accounts.

* Premium: Unlimited account aggregation, advanced budgeting tools, personalized insights, and access to retirement planning tools ($9.99 per month).

* Pro: All features of Premium, plus advanced investment tracking, tax optimization suggestions, and a dedicated financial advisor ($29.99 per month).