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Wealthica

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Wealthica

$75.00/year
14 day trial
62% feature coverage
πŸ‡ΊπŸ‡Έ USπŸ‡¨πŸ‡¦ CA
Investment portfolio tracker and analytics platform for Canadian investors. Aggregates all investment accounts, tracks performance, provides tax reporting, and offers portfolio rebalancing tools. Particularly strong for Canadian tax optimization.
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Platforms:

Web, iOS, Android

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App Details

Pricing Plans

Unlimited Connect

$75.00/year

Premium

$150.00/year

Prestige

$250.00/year

Feature Summary

Account Management

Account Aggregation
Manual Account Creation
Multiple Daily Refreshes

Transaction Management

Edit Transactions
Automatic Rules
Split Transactions

Budgeting & Planning

Budgeting Tools
Rollover Budgeting
Recurring Transactions

Analysis & Reporting

Net Worth Tracking
Financial Reports
Trend Analysis

Investment Features

Investment Portfolio Totals
Individual Investment Transactions
Cryptocurrency Support

Security & Privacy

Two-Factor Authentication
SOC2 Certified