360° Financial View
Next Level Portfolio Tracker
Unlimited Connect
- ∞ Unlimited synchronized accounts
- Create Groups & Family Members
- Track assets manually
- Balance Sheet Report
- Holdings & Transactions
- Capital Gain Report
- Cash Drag Notification
- New Transactions Notification
- Export & Sync to Google Sheets
Start a 14-day free trial
Premium
- Everything in Unlimited Connect plus:
- 15-min delayed stock prices
- Organize stocks in portfolios
- More widgets on dashboard
- Premium support
- 75% discount on Stockchase Premium
- Custom attributes on assets
- Split asset classes
Prestige
- All the PREMIUM plan benefits plus…
- VIP Support
- Calendar Events addon
- Custom attributes on manual assets
- Geographic Allocations in Holdings
- Create custom attributes on manual assets
Start a 14-day trial
Wealthica Premium
The Ultimate Way to Track and Plan your Financial Life Automagically.
Get even more of the Wealthica you already love. Enjoy 15-minute delayed stock quotes for your holdings and net worth views so you can know exactly what your portfolio is worth right now. Organize your holdings into an unlimited number of portfolios you can track individually. Unlock dozens of additional features and power ups.
UNMATCHED FLEXIBILITY
Lose the Spreadsheet… or Automate It. Sync to Google Sheets or Excel.
Forget about repetitive data entry and logging into multiple accounts. Either use the Premium Wealthica online or mobile views or automatically sync the aggregated balances, positions and transactions data to Google Sheets (Free with Premium) or Microsoft Excel (30% OFF) 10X faster.
BEST PORTFOLIO TRACKER
Up your Investing Game to Pick More Winners
Give the Wealthica Holdings view a boost with 1d change and cost basis data, revenues and more. Categorize and group your holdings into portfolios. Unlock the Stockchase Daily Top Picks with Experts Ratings at 75% discount to get more stock ideas and pick even more winners. Wealthica Premium allows you to save even more time tracking your investments.
TRY PREMIUM RISK FREE
60 Days Money Back Guarantee
Subscribers are fully protected by an unconditional money back guarantee. If you sign up and don't like Premium, just email us within 60 days and we'll give you a full refund – no questions asked.
Compare our Plans!
| Free | Connect | Unlimited Connect | Premium | Prestige | |
|---|---|---|---|---|---|
| Price |  | $50/year $6.25/month | $75/year $9.99/month | $150/year $19.99/month | $250/year $29.99/month |
| Per year savings vs monthly | | 33% | 37% | 37% | 33% |
| Connect Canadian Financial Institutions (CORE Collection) | | 3 |  | | |
| Connect Canadian Financial Institutions (Expand Collection - Plaid + Yodlee) | | | | | |
| Connect US Financial Institutions (currently in Beta) | | | | | |
| Manual Stock Tracking | | | | | |
| Geographic Allocations (Holdings Page) | | | | | |
| Save Filter Views | | | | 10 Filters | Unlimited |
| Assign Accounts to Groups (Family Members, Trust, Etc.) | | | | | |
| Balance Sheet (Power Up) | | | | | |
| Capital Gains Report (Power Up) | | | | | |
| Currency Gains/Losses on Capital Gains Report | | | | | |
| Cash Drag Notification | | | | | |
| New Transactions Notifications | | | | | |
| Budgeting Tool | | | | | |
| Income Report (Power Up) | | | | | |
| Fees Report (Power Up) | | | | | |
| Performance Report (Power Up) | | | | | |
| Track Digital Assets | | | | | |
| Enhanced Holdings Filter | | | | | |
| 15-Minute Delayed Quotes (Holdings View) | | | | | |
| Unlimited Portfolios | | | | | |
| Assign Holdings to Custom Categories | | | | | |
| Premium Support | | | | | |
| Sync Documents (Select Financial Institutions) | | | | | |
| Access to unpublished connectors for testing | | | | | |
| Priority requests for development of new connectors | | | | | |
| Share your own dashboard | | | | | |
| Accept Sharing Invites | | | | 10 Users | 10 Users |
| 75% Discount on Stockchase Premium | | | | | |
| Create custom attributes on manual assets | | | | | |
| Split Asset Class | | | | | |
| Export and Sync to Google Sheets | $5.99/month | $5.99/month | | | |
| Export and Sync to Excel | $5.99/month | $4.19/month | $4.19/month | $4.19/month | $4.19/month |
| Wealthscope plugin | $15.95/month | $15.95/month | $15.95/month | $15.95/month | $15.95/month |
| Add historical values BEFORE you joined Wealthica (manual) | | | | | |
| Access to new features first | | | | | |
Any question? Contact us!
Email us at hello@wealthica.com or chat with us in real-time using the chat widget at the bottom right of this page.