Looking for a Wealthica alternative?
You're not alone. Here's what Canadian investors tell us about their current sync tool, and the alternative we built instead.
What we hear most.
These aren't Wealthica-specific problems. Every tool that syncs with your broker runs into them, because they all use the same underlying tech.
- 01
The syncs keep breaking.
Accounts disconnect, logins fail, some brokerages are down for weeks. These tools run public status pages because outages are that routine.
- 02
The sync ends at the total.
Your accounts are in one place. But the "am I on track, what's costing me, where am I concentrated" questions are still yours to answer alone.
- 03
The value doesn't match what you're paying.
Subscription costs keep rising. The features you actually wanted aren't the ones getting built.
None of this is a knock on Wealthica. They were one of the first to show Canadian investors all their accounts in one place, and a lot of us relied on it. This whole category has since hit limits that a newer alternative can solve.
Side by side
Wealthica vs Greenline.
| Wealthica | Greenline | |
|---|---|---|
| How your data gets in | Aggregator connector to your broker | Upload a CSV, PDF, or screenshot |
| History depth | Capped at roughly 24 months | As far back as you want to enter |
| Broker relationship | Login credentials shared with a third party | No credentials shared, guarantees intact |
| Reliability | Depends on connector uptime | Nothing to break |
| Insight layer | Aggregation, balances, and totals | Fees, concentration, trajectory, AI summary |
| Built for | Canadian and international accounts | Canadian investors, ground up |
Greenline is still an aggregator. It just doesn't need a connector to do the job.
We built something different.
No connector. No capped history. No aggregator fees in your subscription. You upload your holdings once, Greenline does the rest. Read why we don't auto-sync →
I was paying for another portfolio tracker that's still missing things Greenline already has. Things I don't think are even in their roadmap.
All this, without a broker sync
Holding history
See how your positions have changed over time.
Track performance by year
Annual returns, broken down year by year.
Holding records
Personal bests, all-time highs, and milestones.
Portfolio weight
See how concentrated or diversified you really are.
Dividends
Upcoming payouts, yields, and dividend history.
Holding history
See how your positions have changed over time.
Track performance by year
Annual returns, broken down year by year.
Holding records
Personal bests, all-time highs, and milestones.
Portfolio weight
See how concentrated or diversified you really are.
Dividends
Upcoming payouts, yields, and dividend history.
Every afternoon, a 30-second briefing on your portfolio
What moved, what matters, and what to watch. Written in plain English, based on your real holdings. Most users open it every day.
Monday, June 15
What Canadians are saying
Tracking $100M+ in portfolios across Canada.
On your side. Only yours.
Most investors don't know what they're paying. You will.
No commissions
We don't earn referral fees, commissions, or management fees. Zero.
We don't hold your money
We're not a bank or brokerage. We have no reason to steer you anywhere.
You're the customer
We make money from subscriptions. Our only incentive is to show you exactly what you're paying and where your money is going.
See pricing →No commissions
We don't earn referral fees, commissions, or management fees. Zero.
We don't hold your money
We're not a bank or brokerage. We have no reason to steer you anywhere.
You're the customer
We make money from subscriptions. Our only incentive is to show you exactly what you're paying and where your money is going.
See pricing →We started by helping friends and family make sense of their portfolios. Now we're building the tool we wish existed for every Canadian investor. Read our story.
Common questions
Aggregators, explained.
Will Greenline ever support auto-sync? +
We're not closing the door. The current connector model has too many structural problems: broken syncs, incorrect data, shared logins that void bank protections, and a 24-month history cap. Those aren't fixable by any one app. They need better infrastructure from brokerages, clearer regulation (Canada's open banking rollout is still in progress), and norms that protect users. Once the category works safely and reliably, we'll revisit. Until then, upload-based aggregation is the right call.
Is Greenline a portfolio aggregator? +
Yes, in the sense that it brings all your accounts into one view. What we don't do is rely on connector tech like Plaid or Flinks to sync with your broker. You upload a CSV, PDF, or screenshot, and we handle the aggregation from there.
How is Greenline different from Wealthica and other aggregators? +
Same aggregation outcome, different approach underneath. We don't use connectors, which means nothing to break, no shared login credentials, no 24-month history cap, and no recurring connector fees eating your subscription. Plus an insight layer on top of the aggregation itself.
Will I still need a connector-based aggregator alongside Greenline? +
No. Greenline is an aggregator too, just one that doesn't rely on Plaid, Flinks, or similar providers. Upload once, keep it updated when you trade, done.
What about other aggregators like Passiv? +
Passiv focuses on rebalancing. Wealthica focuses on total-view aggregation through connectors. Greenline aggregates without connectors, and layers the insight work (fees, concentration, trajectory) on top of the aggregation itself.
What do I lose by switching? +
Auto-sync. That's the real tradeoff. You upload in exchange for aggregation that doesn't break, full history, and your bank's security guarantees intact.
Moving over
Switching to the alternative is easier than you'd think.
Export what you have.
Wealthica lets you export holdings as a CSV. That's your starting point.
Upload to Greenline.
Drop the CSV in. Or a PDF statement. Or a screenshot. Greenline parses all three.
Fill in older history when you have time.
Nothing forces you to enter a decade of dividends on day one. Most people add history in small batches over a few weeks.
Try the Wealthica alternative built for long-term investors.
Add one account, see how it feels. Bring the rest over at your own pace.
Try it free