![]() ![]() Wealthica has three different pricing tiers, all with a different combination of features available to subscribers. For example, the platform prioritizes Canadian cryptocurrency exchanges and wallets, the mortgage functionality only serves Canadian citizens, and its ability to connect with even U.S. Many of its features are only available to Canadian citizens. The absolute biggest downfall of Wealthica is its Canada-centric viewpoint. Why You Might Need a Wealthica Alternativeĭespite having some very special capabilities, there are a few reasons why investors may prefer a Wealthica alternative.Īllow us to elaborate. Wealthica can be synced with Google Sheets or Microsoft Excel documents for people who prefer to view their finances - or have their financial professionals view their finances - in spreadsheet format. One of the last interesting features of Wealthica is its spreadsheet integration. The platform offers low rates and no hidden fees for Canadian (more on that later!) home shoppers. Through Wealthica, users can apply for a mortgage online or digitally meet with an advisor who has connections to various mortgage lenders. Digital MortgagesĪnother unique feature is Wealthica’s digital mortgage portal. This gives users insight into their spending habits so they can better set goals around large purchases or regular debt repayments. Investors can use the dashboard to categorize and track income and transactions every month. Wealthica offers something a lot of portfolio trackers don’t - budgeting capabilities. Thanks to this API, crypto investors can connect Wealthica to multiple crypto wallets and exchanges including Coinsquare, Coinbase, Wealthsimple Crypto, Newton, Kraken, Binance, Shakepay, Gemini, NDAX, Ledger, and more. Launched in summer of 2021, this API is what allows Wealthica to connect with crypto institutions and expand its tracking abilities. Now let’s talk more about that Vezgo API we mentioned earlier. ![]() With Wealthica, you can also run reports based on all this input, and even share your entire portfolio with your advisor. This is how Wealthica provides insight into elements like net worth change, portfolio growth, and transactions. This is what enables it to automatically track assets ranging from bank accounts to crypto holdings, ETFs, stocks, private investments, dividends, and more. Wealthica connects to hundreds of financial institutions. Of course, the most important characteristic of Wealthica is its wide-ranging portfolio tracker! Here are some of its more outstanding attributes. Wondering what makes Wealthica a platform worth considering when it comes to tracking your cryptocurrency portfolio and beyond? To help you decide if Wealthica is the right tool for crypto asset management as well as monitoring the rest of your portfolio side-by-side, read on as we explore its features. Between this dashboard and its cryptocurrency-focused application programming interface (API) called Vezgo, the company tracks over $18 billion in assets across 200+ institutions for more than 50,000 users.Īccording to its website, the Wealthica platform aims to simplify its users’ financial lives by tracking tons of different holdings and accounts in one, single place. I use Mint's monthly summary emails to help make the process even easier.The Wealthica portfolio tracker, owned by the privately-held Wealthica Financial Technology Inc., is a dashboard that aims to give investors insight into their financial situations. That was about 10 years ago, and I still update the same simple spreadsheet every month. A few years later, I automated the process by linking all of my financial accounts to Mint, which I recommend clients do as well.Īnd then, in April 2009, one month after the stock market hit its lowest point during the financial crisis, I started tracking my net worth. I started tracking my expenses in college, using a small blue notebook the New York Times once wrote about. ![]() I've found that once clients get organized, most of them love it too. It probably comes as no surprise that I love tracking money. Added bonus: Getting organized frees up brain space so you don't have to think about money nearly as much. Once you can see all of your money in one place, you can start figuring out what you want to do with it. As a financial planner in New York City, one of the first tasks I ask my clients to complete is their "current financial snapshot," an overview of every aspect of their financial situation, including account balances. ![]()
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