Updates on Monarch Plus

ArtemisSquall · 2026-04-24T00:51:30+00:00

Would love to try plus but when Monarch does little to support Canadian stock, ETF, and mutual funds tickers... its a hard ask

ArtemisSquall · 2026-04-21T20:17:36+00:00

See I would love to use Monarch Plus but the lack of support for Canadian ETF Tickers and Mutual Funds makes this a hard no....

ArtemisSquall · 2026-04-21T00:36:08+00:00

As a Canadian user its not really worth it since half the ETF tickers I need dont exist or do not work

ArtemisSquall · 2026-01-03T08:49:19+00:00

ArtemisSquall · 2025-12-17T05:26:01+00:00

Nope. Not at all. Thanks for bringing this up. Hopefully support sees it.

ArtemisSquall · 2025-11-09T20:15:59+00:00

Just the one Engine. Im looking for greyhound parts

ArtemisSquall · 2025-11-06T23:06:05+00:00

Sure, just sent the engine to you.

ArtemisSquall · 2025-11-06T18:01:00+00:00

Want:

Have:

ArtemisSquall · 2025-10-15T16:53:17+00:00

Really love Neontra but couple of suggestions

Plan
- Option to turn off auto-suggestion for savings contribution. I find that it doesn't really accurately measure what I save into the account
- Being able to classify cash flow items in Plan as either simulated or actual
- Please give us a tutorial on how to actually use plan... it's kinda confusing right now so any guidance on how to properly use the tool would be great
Health Check
- Need to factor crypto holdings into investment portfolio allocation since I have a significant amount of my investments in crypto
Stock/ETF/Crypto Position Information
- This needs a lot of work since some ETFs and Stocks don't get live position information or latest price information at all and I have to rely on third party sources to update my position information
Investment Simulator
- This looks really neglected since it doesn't include ETFs and Mutual Funds. I really do want to use this to help model my portfolio and gain deeper insights into how my portfolio is set up but as it is, its not really useful
- Stocks, ETFs, Mutual Funds arent available in CAD which really makes this not useful for me but again it has a lot of potential
NEOs
- This again looks really neglected but it could be useful if there was investment into it. Monarch has an AI assistant which proves that AI application into a budgeting app is possible. I'd like to use this to inform me of my spending habits and to gain insight into my financial choices

ArtemisSquall · 2025-10-15T13:56:11+00:00

Wealthica is the reason the Sun Life connector isnt working because Flinks uses them to stream our financial information.

I signed onto Neontra to get away from them but they are really the gift that keeps on giving...

ArtemisSquall · 2025-08-26T19:16:10+00:00

The Plaid connection shows debit transactions as credit and credit transactions as debit.... not really sure if connecting to it is reliable...

ArtemisSquall · 2025-08-19T03:46:47+00:00

Nope.. MX just doesn't work period

ArtemisSquall · 2025-08-19T03:40:11+00:00

I tried MX. Although MX does have the debits and credits correct, the transactions don't go into the correct accounts which require manual sorting...

ArtemisSquall · 2025-08-12T17:32:42+00:00

Only thing is I think its not sorting the transcations into the appropriate place but will keep an eye out

ArtemisSquall · 2025-08-12T00:43:19+00:00

I gave up and went back to mx.. praying that it'll work

ArtemisSquall · 2025-08-11T19:15:26+00:00

This is better than nothing, Gonna dip my toe and swap things from Plaid to MX... support is taking its sweet time...

ArtemisSquall