Wealthscope for DIY Investors
Wealth management tools on demand
DIY Investors can access Wealthscope on the Wealthica platform. First, create a free Wealthica account. Once signed in, click the "lightning bolt" icon in the top right, and then "Power-Ups Store". Look for the Wealthscope Power-Ups under "Third-Party".
Sign up on Wealthica
Connect your accounts
Choose your Wealthscope Plan and subscribe
Start analyzing your portfolios!
About our Partner
Wealthica is the premier Canadian financial aggregator for investment accounts, with support for 100+ financial institutions. It uses bank-level security to connect your accounts from different financial institutions in one place (updated daily). Once your accounts have been connected by Wealthica, they can be analyzed by Wealthscope seamlessly. See the list of supported financial institutions.
Users interested in subscribing to Wealthica's data connection service can use the discount code, WEALTHSCOPE33, for 33% off. The regular price for connecting up to 3 financial institutions is $50 per year, and $75 per year for unlimited connections.
Note: If you prefer not to connect your investment accounts on Wealthica, you have the option in the Wealthscope Power-Up to manually input/update your portfolio information for analysis. You do not have to subscribe to Wealthica's data connection service in this case, so there is no additional cost.
Three subscription packages: Basic, Premium, and Jubilee
with a 7-day money back guarantee
* 15% off annual plans until March 1, 2024
Use code: WS15
WEALTHSCOPE BASIC ($15.95/month)
Best for: all DIY investors who want to try Wealthscope for a month
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 using the "What-if" function.
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.
Sign up for the most economical way to visualize and evaluate your investments, and build a solid retirement or drawdown plan