Wealthsimple Wealthsimple Import Guide

How to Import Wealthsimple Trades into AllInvestView

Follow these simple steps to export your Wealthsimple trading history and import it into AllInvestView for comprehensive portfolio tracking, tax reporting, and analytics.

Auto-Sync Available

Wealthsimple supports automatic portfolio sync via SnapTrade integration. Set up auto-sync instead

Step 1: Export Your Wealthsimple Trading History

  1. Log in to Wealthsimple.com or the app
  2. Go to Account Activity or Statements
  3. Download your transaction history as CSV
  4. Upload the file to AllInvestView

What Your Wealthsimple File Looks Like

DateActionSymbolDescriptionQuantityPriceAmountCurrency
2026-03-14buyFAKEOFakeco Inc430.00-120.00CAD
2026-04-10dividendFAKEOFakeco Inc——1.05CAD

Illustrative rows with invented symbols and amounts.

What each column means

  • Action"buy" / "sell" for trades and "dividend" for income (Wealthsimple uses lowercase).
  • CurrencyUsually CAD; converted to your base currency for reporting.

Step 2: Import into AllInvestView

  1. Go to AllInvestView Import Tool (or click Import from your dashboard)
  2. Drag and drop your Wealthsimple CSV file, or click to browse
  3. AllInvestView automatically detects the Wealthsimple format and maps all columns
  4. Review the imported trades and confirm — your Wealthsimple portfolio is now tracked!

What Happens After You Upload

You never import blind. After AllInvestView detects the Wealthsimple format, it shows a review screen where every row is grouped, editable and confirmed by you before anything is saved:

Trades Dividends Cash Options
  • GroupedRows are sorted into buys/sells, dividends, cash movements and options so you can see exactly what will be booked.
  • EditableFix a currency, quantity or date inline before confirming — nothing is written until you approve the batch.
  • De-duplicatedRe-upload an overlapping export and AllInvestView skips rows it has already imported, so you can safely import year-by-year files without creating duplicate trades.

Wealthsimple Gotchas & How We Handle Them

Auto-handled Check on review Needs your action

CAD-denominated export

Auto-handled

Wealthsimple exports in CAD. The importer converts for multi-currency reporting.

Trade and Invest both work

Auto-handled

Self-directed (Trade) and managed (Invest) exports use the same layout.

Fractional shares

Auto-handled

Decimal share quantities import at full precision.

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Ready to Import Your Wealthsimple Portfolio?

Start tracking your Wealthsimple investments with professional analytics, tax reports, and dividend tracking — all free.

Import Wealthsimple Trades Free

Frequently Asked Questions

Can I auto-sync Wealthsimple?
Yes! AllInvestView supports automatic sync with Wealthsimple via SnapTrade. Connect in Settings > Broker Sync.
Are Wealthsimple Trade and Invest both supported?
Yes, both self-directed (Trade) and managed (Invest) account exports are compatible with AllInvestView.
Does the import track TFSA contribution room?
AllInvestView tracks your TFSA portfolio separately but doesn't calculate contribution room. Track that via CRA My Account.
Wealthsimple Portfolio Tracker
Full overview of tracking Wealthsimple investments
Connect Wealthsimple Automatically
Set up auto-sync instead of manual CSV import