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Tips and Advice

Tips and Advice

Quick tips and advice about using Wealthica

Troubleshoot password, email address, and login problems

Quick checklist for login problems
Written by Martin Leclair
Updated on June 3, 2020
Realized Gains Reports and Limitations

Details about the realized gains calculations and Wealthica add-on report limitations.
Written by Martin Leclair
Updated on February 24, 2021
Questrade Showing Wrong Book Value in Wealthica

FAQ: The Questrade connection on Wealthica is showing the wrong book value
Written by Billy Kawasaki
Updated on September 30, 2021
Email Case for Log-in and Password Reset

If you have included a capital letter in your email when signing-up, please use the same when logging in or requesting a password reset.
Written by Billy Kawasaki
Updated on February 1, 2022
How to Delete Historical Data

If you decided to keep historical data, you might see duplicates when adding the same institution again. Here's how to delete saved historical data.
Written by Billy Kawasaki
Updated on September 20, 2022
Binance API expired. What should I do?

Steps to take if your Binance API expired
Written by Nikola Grbovic
Updated on January 18, 2023