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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

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Wealthica is the premier Canadian financial aggregator for investment accounts with support for 100+ 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.  See the list of supported financial institutions. 

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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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Three subscription packages: Basic, Premium, and Jubilee

with a 7-day money back guarantee

WEALTHSCOPE BASIC ($15.95/month)

Best for: all DIY investors who want to try Wealthscope for a month

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  • 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

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