Wealthica Integrations

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

Create and collaborate on online spreadsheets in real-time and from any device. Establish a ground truth for data in your online spreadsheet, with easy sharing and real-time editing. Use comments and assign action items to keep analysis flowing. Assistive features like Smart Fill and formula suggestions help you analyze faster with fewer errors. And get insights quickly by asking questions about your data in simple language. Sheets is thoughtfully connected to other Google apps you love, saving you time. Easily analyze Google Forms data in Sheets, or embed Sheets charts in Google Slides and Docs. You can also reply to comments directly from Gmail and easily present your spreadsheets to Google Meet.

Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Connect your accounts from any of these partner platforms. If your platform isn't listed below, you can join the mailing list to be notified when it's available. Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio. Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced. Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions.

The planet’s biggest business news platform. Sharing business news you need, plus live shows every weekday. Yahoo Finance provides free stock quotes, up-to-date news, portfolio management resources, international market data, charting, social interaction and mortgage rates that help you manage your financial life.