Wealthscope for DIY Investors 
Wealth management tools on demand

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DIY Investors can access Wealthscope on the Wealthica platform. First, create a free Wealthica account. Once signed in, click "Power-Ups" in the top menu, and then "Power-Ups Store". Look for the Wealthscope Power-Ups under the "Third-Party" heading.

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Sign up on Wealthica

Link your accounts
(optional)

Choose your Wealthscope Plan and subscribe

See your Portfolio Scorecards and other Wealthscope features

About our Partner

Wealthica is the premier Canadian financial aggregator for investment accounts with support for 80+ financial institutions. Wealthica is free and it tracks all of your investments in one place. It uses bank-level security to consolidate your financial data. Once your accounts have been linked, they can be analyzed by Wealthscope seamlessly.  

Note: If you prefer not to link your investment accounts or if your financial institution is not available through Wealthica, you have the option in the Wealthscope Power-Up to manually input your portfolio information for analysis.

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We offer 3 subscription packages: Basic, Premium, and Jubilee

with a 7-day money back guarantee

WEALTHSCOPE BASIC ($15.95/month)

Best for: all DIY investors 

  • Portfolio Scorecards: Review the strengths and weaknesses of your current investments one account at a time, or group accounts together for a big picture analysis. Wealthscope provides an in-depth evaluation of 5 key portfolio dimensions: performance, downside protection, diversification, product fees, and income. You can analyze your linked accounts, and/or enter account information manually.

  • Portfolio Comparisons: See a side-by-side display of the Portfolio Scores for 2 different portfolios so you can easily identify key differences. Analyze how your portfolio scores might change before you buy or sell securities in your account.

  • Portfolio Rebalancing: Be your own robo-advisor! Use the Rebalancing Tool to compare the weight of each security in your portfolio to the desired weight in your “Target Portfolio”. Get an alert in the Power-Up when any securities in the account have deviated from their target weight.

  • Portfolio Builders: Test your own portfolio ideas with Canadian and U.S. stocks and ETFs, Canadian mutual funds, and even Bitcoin and Ethereum, determine the weights of your portfolio holdings using machine learning, or build an index ETF portfolio from more than 50 different asset classes. Portfolios that are created can be saved for future analysis, for comparison with other portfolios, or for use in a retirement planning module.

Important note: Wealthscope uses Morningstar fund data and therefore your funds will be included in the analysis as long as they have Morningstar fund codes. Group retirement accounts (e.g., Sunlife, Manulife, Industry Alliance) may have private/segregated funds that are not in the Morningstar database, and will cause your funds to be mismatched in the analysis. Please contact us if you have any questions.

 

List of Supported Institutions on Wealthica:

  • AGF

  • Aligned Capital Partners

  • Alterna Bank

  • Assante

    • Assante Connect

    • Assante Wealth (InvestorOnline)

  • BMO

    • BMO InvestorLine​

    • BMO adviceDirect

    • BMO Nesbitt Burns

  • Canaccord Genuity

  • CI Direct Investing/Trading

  • CIBC

    • CIBC Investor's Edge​

    • CIBC Wood Gundy

  • Computershare

    • ​Computershare Employee Online

    • Computershare Exempt Market

  • Credential

    • Credential Asset Management

    • Credential Securities 

  • Cumberland Private Wealth

  • Desjardins

    • Desjardins AccèsD

    • Desjardins Disnat​

    • Desjardins VMD

    • Desjardins Private Wealth (GPD)

    • SFL Investments (Desjardins)

    • Desjardins Insurance Retirement (DFS GRS)

    • Desjardins Financial Security (DFS Investments)

    • Desjardins My US Card (Credit Card)

  • Echelon Wealth Partners

  • EdgePoint Wealth Management

  • Edward Jones

  • Épargne Placement Québec

  • EQ Bank

  • Gestion FÉRIQUE

  • Fidelity Investments Canada

  • Fidelity Clearing Canada

  • Fondaction CSN

  • Fonds de solidarité FTQ

  • Canada Life GRS (previously Great-West Group Retirement

  • Hampton Securities

  • Harbourfront Wealth Management

  • HollisWealth

  • HSBC InvestDirect (MyPortfolio+)

  • Industrial Alliance

    • Industrial Alliance Financial Group

    • Industrial Alliance Investia

    • Industrial Alliance Securities​ (MyPortfolio+)

  • Interactive Brokers

  • ICICI Bank

  • IG Wealth Management (Investors Group)

  • Investment Planning Counsel

    • ​IPC Investment

    • IPC Securities

  • Laurentian

    • Laurentian Bank Discount Brokerage (CEBL)

    • Laurentian Bank Securities

  • Lawton Partners

  • Lending Loop

  • Manulife

    • ​Manulife Group Retirement (GRS)    

    • Manulife Securities    

    • Manulife VIP Room (previously Standard Life)    

  • Morgan Stanley StockPlan Connect

  • Mackenzie Investments

  • MD Financial Management 

  • ModernAdvisor

  • National Bank

    • National Bank Independent Network (my-portfolio.ca)

    • National Bank Independent Network (MyPortfolio+)

    • National Bank Direct Brokerage

    • National Bank Financial

    • National Bank Private Banking 1859

    • National Bank Trust (Securities Custody)

  • Nest Wealth

  • Olympia Trust

  • PayPal

  • Portfolio Strategies

  • PWL Capital

  • Qtrade Investor

  • Quadrus

    • Quadrus

    • ​Quadrus (New Client Portal, Univeris Cloud)

  • Questrade

  • Raymond James

  • RBC Royal Bank

    • ​RBC Direct Investing

    • RBC Dominion Securities

    • RBC Online Banking

  • Scotia Bank

    • Scotia iTRADE

    • Scotia Bank (Online Banking, Scotia McLeod)

  • Solium Shareworks

  • SSQ Financial Group (SSQ Insurance)

  • Sun Life Financial

  • Tangerine

  • TD

    • TD EasyWeb

    • TD WebBroker (Direct Investing, Waterhouse)

    • TD Ameritrade (US)

  • Vancity

  • Watt Carmichael (MyPortfolio+)

  • Wealthsimple

    • Wealthsimple

    • ​Wealthsimple Trade

  • Wellington-Altus Private Wealth

See more