Audience
Companies and investors seeking a solution to visualize and manage all their investments in one place
About Wealthica
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.
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Wealthica Reviews
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Great idea, but needs some fine tuning" Posted 2022-04-14
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.Overall: 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.
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