In fact, there existed no other alternatives at the time (~2017). Especially none that did things like adjusting the cost basis of each security based on the foreign exchange rate on the day of purchase, and tracking gain/loss correctly in Canadian dollars. I also needed it to sync with my work's group RRSP provider which doesn't offer a standard API.
I don't know if this market has improved in the last 5 years, but I have a system I'm happy with now. :)
I have the same issue with having multiple brokerage accounts. I haven’t signed up for Personal Capital because I read that they try to upsell you on wealth management services by phone periodically, plus I am uncomfortable giving my brokerage login credentials to them (or any other third-party service). So I was wondering if you were in the same boat!
Yeah I was definitely uncomfortable about giving brokerage logic credentials to anyone. Some brokerages can give you a read-only API key you can supply to an app, which is nice for systems like this. Maybe see if yours do that?
Wealthica is a Personal Capital competitor. Maybe take a look at them?
