Trademark wealth tracker free#

However, that’s not always a good thing when they’re not all working toward the same goal. You may have noticed by now that Wealthica has, well, a wealth of features. While Wealthica promises not to sell personal or financial data to outside parties, what it does do is use that information internally to market and advertise its paid services to users. Most of the time, there’s actually a high cost behind “free” financial tracking apps.

Trademark wealth tracker free#

Some are free while others require payment. Then there are what they call “Power Ups.” These are kind of like apps within Wealthica that have to be turned on to use inside your Wealthica dashboard. However, it gets more confusing as you see the features that are limited to a certain number of users or available for an extra fee each month. While that’s not ideal, it’s also not ridiculous. 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. 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.