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About

CoinSyncer can help you track your cryptocurrency balances across multiple exchanges and wallets from a single location. Easily monitor your holdings and stay updated on your portfolio.

About

Your financial life in one place, automatically. No more wasted time logging into multiple websites. We simplify your financial life by connecting with your financial institutions to save your balances, holdings and transaction history. Wealthica keeps a historical view of how your net worth evolved over time and allows you to easily focus on the big picture while tracking your progress towards your financial, net worth or retirement goals. Track stocks, ETFs, funds, cryptocurrency, private investments and more. Keep track of your portfolio without the hassle. Wealthica makes it simple and automated. Create a budget, export to Google Spreadsheet, Excel or Yahoo! Portfolio, rebalance using Passiv, report on capital gains, income or fees. These are a few of the available Wealthica power-ups. Wealthica is available as a full-featured web app or a mobile companion app on both iOS or Android. With Wealthica, you always have your net worth in your pocket.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

This software is meant for people who hold cryptocurrencies on exchanges and in wallets.

Audience

Companies and investors seeking a solution to visualize and manage all their investments in one place

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$11.99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.0 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • 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.

Cons

  • 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.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CoinSyncer
www.coinsyncer.com

Company Information

Wealthica
Founded: 2015
Canada
wealthica.com

Alternatives

Alternatives

NetWorth Advising Platform

NetWorth Advising Platform

NetWorth Services

Categories

Categories

Integrations

Google Sheets
Microsoft Excel
Passiv
Yahoo Finance

Integrations

Google Sheets
Microsoft Excel
Passiv
Yahoo Finance
Claim CoinSyncer and update features and information
Claim CoinSyncer and update features and information
Claim Wealthica and update features and information
Claim Wealthica and update features and information