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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.

About

Zenvesto is an investment portfolio tracking and analytics platform that helps investors see their full financial picture in one clean dashboard. Users can track stocks, ETFs, and cryptocurrencies across multiple portfolios, monitor performance over time, compare results against benchmarks, and understand allocation, diversification, and portfolio risk at a glance. The platform includes features such as portfolio health scoring, top gainers and losers, monthly performance breakdowns, watchlists, market insights, and stock research tools. Zenvesto is designed to simplify portfolio management by turning scattered investment data into clear, visual, actionable insights, so investors can make better decisions faster.

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

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

Audience

Individual investors, retail traders, long-term investors, portfolio-focused households, and anyone who wants a simple way to track and analyze stocks, ETFs, and crypto 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

Screenshots and Videos

Pricing

$11.99 per month
Free Version
Free Trial

Pricing

$8.99/month
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 5.0 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.8 / 5
support 4.7 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Wealthica
Founded: 2015
Canada
wealthica.com

Company Information

Zenvesto
Founded: 2025
Canada
zenvesto.com

Alternatives

Alternatives

NetWorth Advising Platform

NetWorth Advising Platform

NetWorth Services
Diversiview

Diversiview

LENSELL

Categories

Categories

Integrations

Google Sheets
Microsoft Excel
Passiv
Yahoo Finance

Integrations

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