價格：免費
更新日期：2019-05-11
檔案大小：16.9 MB
目前版本：1.3.1
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
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 55+ Canadian financial institutions and investment platforms.
-- NET WORTH TRACKING --
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.
-- FREE AND UPDATED DAILY --
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.
-- TRANSACTIONS --
All your transactions from all your investment accounts in a single list. Get daily or weekly email alerts for new transactions and cash drag.
-- HOLDINGS --
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.
-- COMPATIBLE WITH WEALTHICA WEB --
The Wealthica Mobile App is a great companion to our Web App. Log on at https://app.wealthica.com 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.
-- SUPPORTED FINANCIAL INSTITUTIONS --
Wealthica automatically syncs your holdings and transactions from a growing list of 55+ Canadian financial institutions. Your institution isn’t on the list? Contact us!
AGF, Aligned Capital Partners, Assante, BMO InvestorLine, BMO adviceDirect, BMO Nesbitt Burns, Canaccord Genuity, CIBC Investor's Edge, CIBC Wood Gundy, Computershare Employee Online, Credential Asset Management, Cumberland Private Wealth, Desjardins Valeurs Mobilières (VMD), Desjardins Courtage en Ligne (Disnat), Desjardins Private Wealth (GPD), Desjardins Financial Security Investments (SFL), Épargne Placement Québec, EQ Bank, Fondaction CSN, Fonds de solidarité FTQ, Gestion FÉRIQUE, Great-West Group Retirement (GRS), Harbourfront, HollisWealth, HSBC InvestDirect, Industrial Alliance Financial Group, Industrial Alliance Investia, Industrial Alliance Securities, Interactive Brokers, Investors Group (IG Wealth Management), IPC Investment, IPC Securities, Laurentian Bank Direct Brokerage, Manulife Group Retirement (GRS), Manulife VIP Room (previously Standard Life), Manulife Securities, MD Financial Management, National Bank Independent Network (NBIN and NBCN), National Bank Direct Brokerage, National Bank Financial, National Bank Private Banking 1859, National Bank Trust, 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, Wealthsimple, Wellington-Altus Private Wealth
-- PRIVATE AND SECURE --
Your privacy and security is our top priority. Thousands of Canadians trust Wealthica to track over $3.2B 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“
支援平台：iPhone