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Wealthica

It’s better for investment tracking, not budgeting

Features:

Buy/sell information + day to day transactions

One page report card to have financial discussions to determine strategy and goals

Export to Excel, Google Sheets, or Y

Share with your trusted advisor

Accurately assess fees paid to broker

Unbiased portfolio analysis to find areas of improvement or validate your investment strategy

Daily transaction notification to monitor activity

Capital gains (adjusted cost base) and income snapshot to know what you need to pay in taxes

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