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
- Log in to Wealthsimple.com or the app
- Go to Account Activity or Statements
- Download your transaction history as CSV
- Upload the file to AllInvestView
Expected CSV Format
Date | Type | Symbol | Description | Quantity | Price | Amount | Currency
Step 2: Import into AllInvestView
- Go to AllInvestView Import Tool (or click Import from your dashboard)
- Drag and drop your Wealthsimple CSV file, or click to browse
- AllInvestView automatically detects the Wealthsimple format and maps all columns
- Review the imported trades and confirm — your Wealthsimple portfolio is now tracked!
Common Issues & Solutions
CAD-only exports
Wealthsimple exports in CAD. AllInvestView handles the currency correctly and converts for multi-currency reporting.
Fractional shares
Wealthsimple fractional share purchases are fully supported with decimal precision.
Ready to Import Your Wealthsimple Portfolio?
Start tracking your Wealthsimple investments with professional analytics, tax reports, and dividend tracking — all free.
Import Wealthsimple Trades FreeFrequently 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.