What people say about Wealthica, and what Nimblewit does instead.
Feeds that stop updating
Reviewers report sync errors and accounts that need re-linking, so the numbers are only as current as the connection. Wealthica reviews on Trustpilot
Nimblewit has no feed to break. Your trades come from statements you import, you review every row, and prices and dividends update after each market close.
Paying to connect accounts
The free plan covers manual tracking. Syncing accounts needs a Connect plan, which lists 3 accounts for $50 a year, or Unlimited Connect at $75. Wealthica pricing
Nimblewit Starter is free, and Builder is $39 a year for 5 accounts and 50 holdings, with the income calendar included.
Features locked behind higher tiers
Reviewers say much of the app sits behind paid plans, and the top tiers run $150 and $250 a year. Wealthica on the App Store
Nimblewit's free plan already shows dividends received, returns and allocation. Builder adds the 12-month income calendar, and Planner adds planning tools and custom benchmarks.
Built for the investor who wants to see the income.
Income you can see and plan around
Dividends and distributions have their own tab: what you have been paid, a 12-month calendar of declared and estimated payments, projected annual income, and yield on cost.
Reinvestment that compounds
Set cash, fractional or whole-share reinvestment for each holding. Reinvested shares count toward the next payment, so projections grow the way your portfolio does.
Planning tools
On Planner, the Planning tab projects your portfolio and income with your own ages, withdrawal rate and scenarios. It is an illustration, not advice.
Nothing to disconnect
You bring in statements, CSV files or screenshots and review every row before it is saved. There are no bank feeds to drop and no logins to share, and your own records always win over estimates.
Built for your retirement accounts
Brokerage, 401(k), Traditional and Roth IRA, SEP IRA, HSA and 529 accounts each have a type, and you can see income for one account or all of them together.
Room to grow, at a fair price
A free plan to start, 5 accounts on Builder at $39 a year, and no limits on Planner. Real benchmarks, with your own on Planner.
Side by side
| Feature | Nimblewit | Wealthica |
|---|---|---|
| Free plan | Starter: 2 accounts, 10 holdings, dividends received, returns, allocation | Manual tracking only. Syncing accounts needs a paid plan. |
| Cost to cover 5 accounts | Builder, $39 a year | Unlimited Connect, $75 a year (Connect covers 3 accounts for $50) |
| Top tier | Planner, $79 a year (founding price) | Premium $150 a year, Prestige $250 |
| How data gets in | Statements, CSV or Excel files, screenshots or manual entry, reviewed before saving | Bank and broker feeds, plus manual entry |
Facts about Wealthica come from its public pages and public reviews (Wealthica pricing, Wealthica reviews on Trustpilot, Wealthica on the App Store) and were last checked October 6, 2026. Plans and prices change, so confirm on their site before you decide.
What Nimblewit costs
- Starter is free: 2 accounts, 10 holdings, dividends received, returns and allocation.
- Builder is $39 a year ($4.99 a month): 5 accounts, 50 holdings, the 12-month expected income calendar, benchmarks and sector allocation.
- Planner is $79 a year at its founding price until April 30, 2027: no account or holding limits, the Planning tab, custom benchmarks and shared access for a partner.
- Every new account gets Builder free for 30 days, with no card.
Prices in US dollars, plus applicable taxes. Plan details
What Wealthica costs
- Wealthica lists Free (manual tracking), Connect at $50 a year, Unlimited Connect at $75, Premium at $150 and Prestige at $250.
When Wealthica may suit you better
- You want your accounts to update automatically through a connection and your institutions are on Wealthica's supported list.
- You hold accounts in both countries and want them in one place.
- You want your data sent to Google Sheets or Excel automatically, which Wealthica offers on Premium.
Common questions.
Is there a free alternative to Wealthica?
Nimblewit's Starter plan is free for 2 accounts and 10 holdings and includes dividends received, returns and allocation. Every new account also gets Builder free for 30 days with no card.
Does Wealthica work with US brokerages?
Wealthica was built for Canadian investors, so check its list of supported institutions for your US broker or 401(k) provider. Nimblewit does not need a list: you bring in statements, CSV exports or screenshots from any broker, and review every row before it is saved.
How do I move from Wealthica?
Export your transactions from your broker, or from Wealthica where it offers an export, and import the file. Spreadsheets in a recognized layout are read in your browser, and every row is shown for review first.
See your income, not just your balance.
Free to start · Builder free for 30 days · No card needed
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Nimblewit doesn't give investment or tax advice. Product names belong to their owners and are used only to describe what each tool does. Statements about other products reflect public pages and reviews and may change.