Wealthica Reviews & Ratings

Wealthica

4.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 4 out of 5 stars
ease 4 out of 5 stars
features 4 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • CoinStats Reviews & Ratings
    4.5 out of 5 stars 101,132 Ratings
    Company Website for CoinStats
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • Summ Reviews & Ratings
    4.5 out of 5 stars 878 Ratings
    Company Website for Summ
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,208 Ratings
  • Invoice Home Reviews & Ratings
    4.6 out of 5 stars 5,713 Ratings
    Company Website for Invoice Home
  • IUX Reviews & Ratings
    4.0 out of 5 stars 968 Ratings
    Company Website for IUX
  • Fixed Asset Pro Reviews & Ratings
    4.5 out of 5 stars 215 Ratings
    Company Website for Fixed Asset Pro
  • Capitalcore Reviews & Ratings
    5.0 out of 5 stars 90 Ratings
    Company Website for Capitalcore
  • Vantage Reviews & Ratings
    4.4 out of 5 stars 15,963 Ratings
    Company Website for Vantage
  • DXcharts Reviews & Ratings
    5.0 out of 5 stars 28 Ratings
    Company Website for DXcharts

What is Wealthica?

Effortlessly manage your financial life from a single platform, eliminating the need to log into multiple sites. By directly connecting with your financial institutions, we simplify your financial oversight, enabling you to easily track your balances, assets, and transaction histories. Wealthica offers a detailed historical view of how your net worth has changed over time, allowing you to focus on the bigger picture while monitoring your objectives related to net worth, investments, or retirement plans. You can seamlessly track a variety of assets, such as stocks, ETFs, mutual funds, cryptocurrencies, and private investments, all while avoiding typical complexities. Wealthica automates portfolio maintenance, making it easy to keep everything organized. Furthermore, you can set budgets, export your data to Google Sheets, Excel, or Yahoo! Portfolio, rebalance your investments using Passiv, and generate reports on capital gains, income, or fees, among other useful features. These robust functionalities are merely a fraction of what Wealthica brings to the table. Available as a comprehensive web application and mobile app for iOS and Android, Wealthica guarantees that your financial status is always within reach, empowering you to take charge of your financial trajectory effectively. With its user-friendly interface and extensive features, Wealthica makes financial management not only easier but also more efficient.

What is ConvexValue?

The ConvexValue Terminal offers users the ability to access financial analytics directly via a web browser. Users have the capability to craft, store, and distribute dashboards that feature various financial analytics components. These financial analytics components focus on real-time option data, enhancing decision-making for users. This platform is designed to streamline the analysis process for financial professionals.

Media

Media

No images available

Integrations Supported

Google Sheets
Microsoft Excel
Passiv
Yahoo Finance

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$11.99 per month
Free Version

Pricing Information

$99/month

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Wealthica

Date Founded

2015

Company Location

Canada

Company Website

wealthica.com

Company Facts

Organization Name

ConvexValue

Date Founded

2018

Company Location

United States

Company Website

convexvalue.com

Categories and Features

Categories and Features

Trading

Not specified

Popular Alternatives

OnePortfolio Reviews & Ratings

OnePortfolio

5.0 out of 5 stars

Popular Alternatives

Claritus Reviews & Ratings

Claritus

4.5 out of 5 stars
Convex Reviews & Ratings

Convex

Convex Staking
wallmine Reviews & Ratings

wallmine

5.0 out of 5 stars