Solution introduction
Your investments, transactions and holdings in a spreadsheet, automatically updated each day
Whether you need to update your Financial Spreadsheet, track your transactions in a Budget Spreadsheet or keep your Stock Portfolio Spreadsheet in sync with your brokerage, we’ve got you covered
Wealthica syncs with Google Sheets or Microsoft Excel. It’s your choice
Eliminate data entry and save time with automated updates, each day
Once all your banking and investment accounts are connected to Wealthica, you can get a full overview of your financial positions and easily compare the performance across different investment portfolios. All the data is updated each day after Wealthica is done syncing with your financial institutions.
