Wealthica 4+

Track all your investments

Wealthica Financial Technology Inc.

Designed for iPhone

    • 4.6 • 1.2K Ratings
    • Free

iPhone Screenshots


Wealthica is the free, effortless way for Canadians to track their investments.

Each day, Wealthica connects to your financial institutions and saves all your transaction history. It allows you to see all your investments in one place and get an unbiased view of your wealth. Wealthica is the largest financial aggregator in Canada with support for 100+ Canadian financial institutions and investment platforms.


Track your entire net worth: stocks and equities, fixed income and funds, real estate, cars, private investments or any other value item. Know what you and your family are worth. Create groups for family members, companies or family trust to track your net worth among multiple entities.


No need to enter your data manually. Simply : 1- Sign up for free. 2- Connect your investment accounts. 3- Review your automatically synced data daily.


All your transactions from all your investment accounts in a single list. Get daily or weekly email alerts for new transactions and cash drag.


View all your investment holdings in a single list. Categorize and review your holdings’ daily performance. Use the holdings view to validate your asset allocation or plan rebalancing for your portfolio.


The Wealthica Mobile App is a great companion to our Web App. Login using the same credentials you use for connecting to our Mobile App. Explore the add-ons section to discover new reports and advanced features. Share your data with trusted family members, advisors or other financial professionals. Export your data to Google Sheets and instantly automate your financial spreadsheet from the web.


Wealthica automatically syncs your holdings and transactions from a growing list of 100+ Canadian financial institutions. Your institution isn’t on the list? Contact us!

AGF, Assante, BMO InvestorLine, BMO adviceDirect, BMO Nesbitt Burns, Canaccord Genuity, CIBC Investor's Edge, CIBC Wood Gundy, Computershare Employee Online, Credential Securities, Desjardins Valeurs Mobilières (VMD), Desjardins Courtage en Ligne (Disnat), Desjardins Private Wealth (GPD), Desjardins SFL, Épargne Placement Québec, EQ Bank, Fondaction CSN, Fonds de solidarité FTQ, Gestion FÉRIQUE, Great-West Group Retirement (GRS), HSBC InvestDirect, Industrial Alliance Financial Group, Investia, Industrial Alliance Securities, Interactive Brokers, Investors Group (IG Wealth Management), IPC Investment, IPC Securities, Laurentian Bank Direct Brokerage, Lending Loop, Manulife Group Retirement (GRS), Manulife VIP Room (previously Standard Life), Manulife Securities, MD Financial Management, ModernAdvisor, National Bank Independent Network, National Bank Direct Brokerage, National Bank Financial, National Bank Private Banking 1859, Nest Wealth, Qtrade Investor, Quadrus, Questrade, Raymond James, RBC Direct Investing, RBC Dominion Securities, Scotia iTrade, Sun Life Financial, Tangerine, TD Direct Investing, TD Waterhouse, Virtual Brokers, WealthBar and Wealthsimple.


Your privacy and security is our top priority. Thousands of Canadians trust Wealthica to track over $7.3B of their assets. We use the latest technologies and have strict processes in place to protect your financial information. No one can move money; Wealthica only reads and saves your brokerage data to build a visual dashboard of all your financial investment. We will never sell, publish or share your contact information or any identifiable personal information to third parties.

“The Canadian alternative to Personal Capital“

What’s New

Version 2.3.3

- Added 12M option on the portfolio graph
- Fixed bug with portfolio graph getting stuck at 0$
- Fixed bug with activities tab not showing any transactions
- Fixed bug with $ values showing on the graph in private mode

Ratings and Reviews

4.6 out of 5
1.2K Ratings

1.2K Ratings

asiarivera ,

So far really good

I downloaded this app after researching online how to keep track of my money across my bank accounts and investments and it’s been really useful since it updates automatically. I wish I could add my assets in Mexico ( Skandia Mexico, Allianz, and CETES) though.

k88joshi ,

Sync Fails

Many times syncing fails between accounts. Also not all things are syncable and supported.

patsluth ,


Can no longer see a full list of dividends or filter by date? Only can see the last month now.

App Privacy

The developer, Wealthica Financial Technology Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • User Content

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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