Wealthica Description

Manage your financial life effortlessly in a single location, eliminating the hassle of logging into various platforms. By connecting directly with your financial institutions, we streamline your financial management, allowing you to monitor your balances, holdings, and transaction histories with ease. Wealthica provides a comprehensive historical overview of your net worth's progression, enabling you to concentrate on the broader financial picture while keeping tabs on your goals, whether they relate to net worth, investments, or retirement. You can effortlessly track a diverse range of assets, including stocks, ETFs, funds, cryptocurrencies, and private investments, all without the usual complications. Wealthica automates the process, making it straightforward to maintain your portfolio. Additionally, you can create budgets, export data to Google Sheets, Excel, or Yahoo! Portfolio, rebalance investments with Passiv, and generate reports on capital gains, income, or fees, among other features. These powerful capabilities are just a glimpse of what Wealthica offers. Available as a fully-featured web application and a mobile app for both iOS and Android, Wealthica ensures that your net worth is always accessible and at your fingertips, empowering you to take control of your financial future.

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Pricing

Pricing Starts At:
$11.99 per month
Free Version:
Yes

Integrations

API:
Yes, Wealthica has an API
View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
Wealthica
Year Founded:
2015
Headquarters:
Canada
Website:
wealthica.com

Media

Wealthica Screenshot 1
Wealthica Screenshot 1 Wealthica Screenshot 2 Wealthica Screenshot 3
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Product Details

Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Training Videos
Customer Support
Live Rep (24/7)
Online Support

Wealthica Features and Options

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Wealthica User Reviews

Write a Review
  • Name: Megan V.
    Job Title: Deputy Director
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great idea, but needs some fine tuning

    Date: Apr 14 2022

    Summary: Overall this is a great, free tool that I would recommend. However, I prefer the broader functionality of the free version of Personal Capital, however, it is not available in Canada.

    Positive: The Wealthica free version provides a useful tool to get a consolidated view of your finances. I was able to fairly easily link my various investment and bank accounts to the site to get a snapshot of my assets and liabilities at any given time. It is also easy to see a list of transactions across all accounts to monitor expenses. The "power up" options allow you to add other functionality without charge such as a budget tracking tool.

    Negative: To be able to export transactions, a paid subscription is necessary. However, I was able to cut and paste into excel to get the same functionality.

    The free version only covers Canadian institutions. many American financial institutions can also be linked, but to do so you need to pay for premium.

    Read More...
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