Wealthica

Wealthica Financial Technology Inc.

In-app purchases

About this app

Track all your investments with Wealthica

Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth. Wealthica supports over 20,000 financial institutions, including banks, investments and crypto.

NET WORTH TRACKING
Track your entire net worth: stocks and shares, bonds and funds, real estate, cars, private investments, crypto or any other asset. Know how much you and your family are worth. Create groups for family members, businesses or family trusts to track your net worth across multiple entities.

UPDATED DAILY
No need to enter your data manually. Simply : 1- Sign up 2- Connect your investment accounts. 3- Review your automatically synchronized data daily.

TRANSACTIONS
All your transactions from all your bank and 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 the daily performance of your holdings. Use the holdings view to review your asset allocation or plan to rebalance your portfolio.

COMPATIBLE WITH WEALTHICA WEB
The Wealthica on-the-go mobile app is a great complement to our web app. Log in with the same credentials you use to connect to our mobile app. Explore the Power Ups 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 or Excel and instantly automate your financial spreadsheet from the web. You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively control your personal finance and plan for regular savings or debt repayments.

SUPPORTED FINANCIAL INSTITUTIONS
Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. Your institution isn’t supported? Contact us!

PRIVATE AND SECURE
Your privacy and security is our top priority. Thousands of users trust Wealthica to track over $49 billion in assets. We use the latest technology and have strict processes in place to protect your financial information. Wealthica only reads and saves your financial data to create a visual dashboard of your entire financial life. We will never sell, publish or share your contact information or any identifiable personal information to any third parties.

Ratings and reviews

Garbage app garbage support... Installed today on both phone and PC and I've had nothing but trouble trying to sync with two different accounts. They're technical support is subpar with lame to no answers. Don't waste your money on this product, it's not worthy of even being on the Play store. I'm on a 14-day trial, and I'm deleting the app. Total absolute garbage, I wouldn't even use it for free.

Updated : I've been a client of wealthica for years (paid and free subscriptions). I've noticed over time the response time to fix broken API links and connectors has exponentially gotten worse. When a connector is down for weeks or months on end it impacts the whole purpose of having a centralized financial dashboard to plan accordingly for the future. It's very disruptive. I hope their Integrations team gets the resources they need to get back to full health.

Terrible app. New user and just wanted to track accounts manually for free but not user friendly at all. Difficult to add accounts and they dont show up right away and no easy indication how to edit them (or delete since I added accounts twice as they didn't initially show up). They push you hard to upgrade to a paid version which im not interested in especially given the sync issues many are reporting. Will be deleting my account and hopefully finding something much better.

What’s new

This update includes various bug fixes, UI and performance improvements.