5/7/2023 0 Comments Trademark wealth tracker![]() ![]() With Wealthica, you can track how every single holding of yours has performed and how much it’s worth, whether it’s a stock, an ETF, funds, crypto assets, or any other investments. It’s the only Canadian financial aggregator that caters to the need of Canadian investors and consolidates their portfolio from a wide variety of Canadian trading platforms and investment accounts. Portfolio tracking is the forte of Wealthica. ![]() ![]() Tracking your transactions on one platform instead of checking out your transaction history for different bank accounts and credit cards is both convenient and time-saving.Īside from that, Wealthica also shows you all your holdings, so you’ll know how much of your wealth is tied up in your investments. Wealthica also keeps track of all your transactions and notifies you whenever a new transaction takes place. Once your Wealthica account is connected, you can see the big picture of your wealth (i.e., account balances) distributed across different financial institutions.Ī consolidated picture like this helps you keep track of your net worth’s evolution and determine whether it’s growing per your financial plan or whether fees and debt are eating into it without you realizing it. It’s still beta testing, though, and is not available for free users. It includes the big six banks, credit unions, financial institutions like Desjardins, and U.S. Wealthica allows you to connect your Wealthica account to over 100 financial institutions. Let’s look at some of the core features and power-ups that Wealthica offers and see how they might benefit you.
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