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Wealthica
Wealthica
$75.00/year
14 day trial
62% feature coverage
🇺🇸 US🇨🇦 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.
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
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