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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Pricing

Starting Price:
$11.99 per month
Free Version:
Free Version available.

Integrations

API:
Yes, Wealthica offers API access
See Integrations

Ratings/Reviews - 1 User Review

Overall 4.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.0 / 5
support 4.0 / 5
More Reviews Write a Review

Company Information

Wealthica
Founded: 2015
Canada
wealthica.com

Videos and Screen Captures

Wealthica Screenshot 1
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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Videos
Support
24/7 Live Support
Online

Wealthica Frequently Asked Questions

Q: What kinds of users and organization types does Wealthica work with?
Q: What languages does Wealthica support in their product?
Q: What kind of support options does Wealthica offer?
Q: What other applications or services does Wealthica integrate with?
Q: Does Wealthica have an API?
Q: Does Wealthica have a mobile app?
Q: What type of training does Wealthica provide?
Q: How much does Wealthica cost?

Wealthica Product Features

Stock Portfolio Management

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

Wealthica Verified User Reviews

Write a Review
  • Megan V.
    Deputy Director
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    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.

    Read More...
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