Can I track my Wealthsimple portfolio with AllInvestView?

Yes! AllInvestView fully supports Wealthsimple portfolio tracking. You can sync automatically or import your transactions via CSV to track all your Wealthsimple investments.

Can I generate tax reports for my Wealthsimple investments?

Yes, AllInvestView provides comprehensive tax reporting for Wealthsimple portfolios, including capital gains calculations, dividend income tracking, and tax-loss harvesting suggestions.

Wealthsimple Portfolio Tracker

Track Your Wealthsimple Investments in One Place

Stop juggling spreadsheets. AllInvestView automatically tracks your Wealthsimple portfolio with real-time valuations, dividend income, and performance analytics that Wealthsimple doesn't provide.

Import Wealthsimple trades in under 2 minutes

True IRR calculations (not just simple returns)

Tax reports ready for your accountant

Automatic dividend tracking & projections

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Wealthsimple Portfolio Tracker Dashboard

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

How to Import Your Wealthsimple Portfolio

Getting your Wealthsimple data into AllInvestView takes less than 2 minutes. Here's how:

Export from Wealthsimple

In Wealthsimple, go to Documents > Activity Statements and download your transaction history.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Wealthsimple's format. No manual column matching needed.

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

What Wealthsimple Users Get with AllInvestView

Wealthsimple's Limited Analytics

Basic charts that don't show true time-weighted or money-weighted returns.

Professional-Grade Metrics

True IRR, XIRR, realized vs unrealized gains, and benchmark comparisons.

No Multi-Broker View

Can't see your Wealthsimple holdings alongside other brokers.

Unified Dashboard

Track Wealthsimple + all your other brokers in one consolidated view.

Manual Tax Calculations

Figuring out capital gains and losses is time-consuming and error-prone.

Automatic Tax Reports

Generate capital gains reports with FIFO/LIFO methods in one click.

Basic Dividend Info

Hard to project future dividend income or track yield on cost.

Dividend Intelligence

Calendar view, income projections, yield on cost, and ex-dividend alerts.

Track All Your Brokers Together

Got investments at multiple brokers? AllInvestView consolidates everything into one view:

DEGIRO

Trading 212

Interactive Brokers

Freetrade

Revolut

Swissquote

TradeStation Global

Lynx

Alpaca

Binance

BUX

Coinbase

Commsec

E*TRADE

Kraken

Questrade

Robinhood

Schwab

Stake AUS

Stake UK

TradeStation

Tradier

Unocoin

Upstox

Vanguard US

Wealthsimple

Webull US

Zerodha

See Your Entire Portfolio at a Glance

Get the complete picture of your Wealthsimple investments with intuitive visualizations that show exactly where your money is allocated.

Asset allocation by type, sector, and geography
Real-time valuations in your preferred currency
Performance attribution by holding
Concentration risk indicators

Analytics That Actually Matter

Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.

Money-weighted returns (IRR/XIRR)
Efficient Frontier optimization
Correlation matrix across holdings
Sharpe ratio and volatility metrics

Master Your Dividend Income

Track every dividend from your Wealthsimple holdings. Know exactly when payments arrive and how your income is growing.

Automatic dividend detection and tracking
Calendar view of upcoming payments
Yield on cost calculations
Annual income projections

Wealthsimple Portfolio Tracking FAQ

How do I get my Wealthsimple data into AllInvestView?

In Wealthsimple, go to Documents > Activity Statements and download your transaction history.

Does AllInvestView sync with Wealthsimple automatically?

Yes! AllInvestView can automatically sync with Wealthsimple through our secure broker integration. Your portfolio stays up-to-date without manual imports.

Can I track Wealthsimple and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from Wealthsimple, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.

Does AllInvestView support stocks like stocks, ETFs, and options?

Yes! AllInvestView supports all asset types available at Wealthsimple—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.