# Wealthica — Track all your investments > Automated investment and net worth tracking across thousands of financial institutions. (iPhone/iPad app by Wealthica Financial Technology Inc..) - Source: https://appshunter.io/ios/app/wealthica/id1189909042 (this page in markdown: same URL + `.md`) - Developer: [Wealthica Financial Technology Inc.](https://appshunter.io/developer/1769171891) - Category: Finance - Price: Free with in-app purchases - Rating: 4.00/5 from 22 App Store ratings · 78 written reviews indexed - Age rating: 4+ - Requires: iOS 17.6 · 79 MB - Languages: American English - Released: 2018-12-18 - Data updated: 2026-09-02 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/wealthica/id1189909042/reviews.md ## What is Wealthica? 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! INCLUDING THE FOLLOWING: E*trade from Morgan Stanley, Robinhood, Interactive Brokers, Bank of America, Citibank, Wells Fargo, TD Bank, Bank of America, Merill, Morgan Stanley, Marcus by Goldman Sachs, Goldman Sachs, JP Morgan Chase, Fidelity, eToro, Vanguard, Wise, Chime, SoFi, Betterment, NorthOne, PayPal, M1 Finance, Axos Bank, Edward Jones, Binance US, Coinbase, Kraken, Bitstamp, Gemini, Crypto.com, Metamask -- 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. Terms of Service: https://wealthica.com/terms/ ## Key features - Net worth tracking - Automatic daily updates - Consolidated transaction history - Investment holdings overview - Budgeting and goal setting - Data export to spreadsheets ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Connect Plan Monthly | $6.29 | per month | | Connect Plan Yearly | $49.99 | per year | | Prestige Plan Monthly | $29.99 | per month | | Prestige Plan Yearly | $249.99 | per year | | Connect Unlimited Plan Monthly | $9.99 | per month | | Connect Unlimited Plan Yearly | $75.00 | per year | | Premium Plan Yearly | $150.00 | per year | | Premium Plan Monthly | $19.99 | per month | ## Recent user reviews (10 of 78) All indexed reviews: https://appshunter.io/ios/app/wealthica/id1189909042/reviews.md ### 5/5 — Very helpful *2026-07-15* Very helpful app to see your finances in one place at a glance ### 1/5 — Ne synchronise pas tous les comptes *2026-05-25* À première vue, l’application semble très bien et surtout très efficace pour connecter directement plusieurs comptes d’investissements différents. Cependant, j’ai vite constaté que certains comptes sont impossibles à synchroniser malgré qu’ils sont disponibles (fondaction CSN, iA groupe financier par exemple). Dommage, car cela fonctionnait très bien avec iA Gestion privée, Disnat et NDAX (crypto). J’utilisais la version d’essai a 150$/an et je ne vais pas payer pour un service qui ne fonctionne pas à 100% pour le prix demandé. ### 2/5 — Not really up to par *2026-05-20* I tried the app for about four days, although there are some good things I liked Unfortunately there were more things I didn’t like so I ultimately deleted my account and ended my free trial. Pricing was a big factor, the things I find important are geographical allocation of my assets. And that cost $100 extra per year. I’m sorry but that’s just a little bit too pricey when I can just do a spreadsheet and get the same information and save $100. The other thing was three of my accounts just would not link up no matter what I did so if my three important accounts won’t link up, then there’s no point in continuing with this Product. The other issue I had was having to find tune all of the transactions and allocating them to the correct designated folder.. That was very frustrating when you only have a small little box to scroll through. ### 5/5 — Helps me track my finances *2026-05-14* Wealthica is an excellent tool for keeping all my finances organized in one place. It connects my investment and bank accounts seamlessly, giving me a clear, real-time view of my net worth without any manual work. Overall, it has made managing my money much easier and more efficient. A must-have app for anyone serious about tracking their finances. ### 1/5 — Impossible to Figure Out *2026-05-06* This is an impossible, frustrating program, you can’t use free trial without paying which I did. I somehow added the same brokerage 4x but could never figure out how to add the brokerage to the group. I tried YouTube videos and their FAQ’s, no help anywhere. If they call me (I left my number through their message bot, I would be happy to try again) but I can’t waste hours on a non-user friendly program. ### 1/5 — Terrible *2026-04-16* Tried out for a few minutes. Sign up confirmation lost the keyboard. Then, after manually creating an account, could not add a holding to it. What the heck is everyone else seeing? ### 2/5 — Stopped working *2026-04-15* Mobile app seems to have stopped working ### 1/5 — Doesn’t work anymore *2026-03-22* Was working well for a few years but the last month or so it’s just a black screen after login. ### 1/5 — Feels very unfinished *2026-01-23* Wasn’t impressed with this app, it felt very raw and unfinished. Not a lot of features and unattractive UI. Pro plans are expensive compared to something much more polished and feature robust like blossom. I got errors connecting to Wealthsimple. I cancelled my trial after the first day. ### 3/5 — Fantastic idea, rough around the edges *2026-01-06* We need this app to work well. Syncing is inconsistent and support response can be slow. Good views of assets, group filtering an important feature. ## Frequently asked questions about Wealthica ### What does Wealthica do? Wealthica is a financial tracking application that connects to over 20,000 financial institutions to automatically consolidate and display all your transactions and investment history in one place. It provides an unbiased view of your wealth, allowing you to track your net worth, holdings, and spending. ### How does Wealthica track my investments? Wealthica automatically syncs your data from connected financial institutions, including banks, investment platforms, and cryptocurrency exchanges. This allows you to see all your stocks, bonds, funds, real estate, crypto, and other assets in a single, updated view without manual data entry. ### Is Wealthica free to use? The Wealthica app is free to download and use, offering core features for tracking your finances. However, it also offers 'Power Ups' with advanced features and reports, which may involve in-app purchases or be part of a subscription model for enhanced functionality. ### What financial institutions does Wealthica support? Wealthica supports a vast network of over 20,000 financial institutions globally, including major banks, investment brokers, and cryptocurrency exchanges like E*trade, Robinhood, Interactive Brokers, Coinbase, and Binance US. If your institution is not listed, you can contact Wealthica to request support. ### Can I use Wealthica to manage my budget? Yes, Wealthica allows you to track your monthly income and expenses, categorize transactions, and control your budget. You can set goals for each spending category, helping you understand your spending habits and plan for savings or debt repayment more effectively. ## Version history (last 5 releases) ### 2.5.10 — 2026-08-17 This update includes various bug fixes, UI and performance improvements. ### 2.5.9 — 2026-07-15 This update includes various bug fixes, UI and performance improvements. ### 2.5.8 — 2026-07-10 Home Screen Widgets Premium subscribers can now add widgets to their Home Screen. Keep your net worth and position changes ($ and %) visible at a glance — no need to open the app. UI bug fixes Squashed several visual glitches to make the experience smoother and more consistent across devices. Performance improvements Under-the-hood optimizations for faster load times and a snappier overall experience. ### 2.5.7 — 2026-06-24 Home Screen Widgets Premium subscribers can now add widgets to their Home Screen. Keep your net worth and position changes ($ and %) visible at a glance — no need to open the app. UI bug fixes Squashed several visual glitches to make the experience smoother and more consistent across devices. Performance improvements Under-the-hood optimizations for faster load times and a snappier overall experience. ### 2.5.6 — 2026-06-22 Home Screen Widgets Premium subscribers can now add widgets to their Home Screen. Keep your net worth and position changes ($ and %) visible at a glance — no need to open the app. UI bug fixes Squashed several visual glitches to make the experience smoother and more consistent across devices. Performance improvements Under-the-hood optimizations for faster load times and a snappier overall experience. ## Apps similar to Wealthica | App | Rating | Price | Category | | --- | --- | --- | --- | | [addy: Real Estate Investing](https://appshunter.io/ios/app/addy-real-estate-investing/id1595926089) | 4.9 (22) | Free | Finance | | [Neontra](https://appshunter.io/ios/app/neontra/id1598439016) | 2.0 (1) | Free | Finance | | [Pasiv: Smarter Wealth](https://appshunter.io/ios/app/pasiv-smarter-wealth/id1496494065) | 5.0 (3) | Free | Finance | | [Stock Events Portfolio Tracker](https://appshunter.io/ios/app/stock-events-portfolio-tracker/id1488720155) | 4.8 (2,158) | Free | Finance | | [getquin - Portfolio Tracker](https://appshunter.io/ios/app/getquin-portfolio-tracker/id1513629447) | 4.3 (352) | Free | Finance | | [Questrade Edge](https://appshunter.io/ios/app/questrade-edge/id1508614922) | 4.5 (97) | Free | Finance | ## More apps by Wealthica Financial Technology Inc. - [Kismet Wealth](https://appshunter.io/ios/app/kismet-wealth/id1551700653) - [Stockchase](https://appshunter.io/ios/app/stockchase/id6757869127) All apps by Wealthica Financial Technology Inc.: https://appshunter.io/developer/1769171891 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-02.*