Wealthsimple portfolio tracker

Your Wealthsimple accounts added up, with the return, the Canadian tax figure and every dividend on a calendar.

Connect Wealthsimple read only, or upload your transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

CA Est. 2014 CIRO CIPF

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Wealthsimple does well

What people like about Wealthsimple, and why they stay.

Commission-free stock and ETF trading for Canadians.

Supports TFSA, RRSP, FHSA, and other registered accounts.

Automated investing (robo-advisor) option for hands-off portfolios.

Plain mobile-first design with instant deposits and fractional shares.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

The Wealthsimple account brings products into one app, but not a full cost-basis view across brokers.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

Wealthsimple supports CAD and USD. Its report does not split market return from currency movement.

Set the reporting currency. The dashboard shows market return and currency movement separately.

Wealthsimple keeps Individual and Corporate among its 7 account types with Stocks and Crypto among 4 asset types in CAD and USD. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

What you get

What AllInvestView does with your Wealthsimple data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

Compare your Wealthsimple accounts over the same dates

Keep your TFSA, RRSP and non-registered account as separate portfolios. Select one account to review its return, or a combined portfolio to see the investments together.

Choose one reporting currency and a start and end date. Compare capital gain, IRR and dividend yield over that period, including the effect of dated purchases on your personal return.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

Trace dividend income from payment to forecast

A Wealthsimple ETF portfolio can receive distributions from both Canadian and US funds.

The report totals gross, withheld and net dividend income. It also shows payment history by company and a 12-month forecast.

Open the dividend report

Dividend report with payment history and a forward income forecast — Dividend income, payment history by company and the 12-month forecast.

See what sits inside your funds

Several Wealthsimple ETFs may repeat the same companies beneath their fund names.

Portfolio X-Ray opens each fund and combines repeated underlying holdings. It shows overlap and concentration across the portfolio.

Open Portfolio X-Ray

ETF look-through with underlying holdings, overlap and concentration — Fund holdings opened up to show overlap and concentration.

What Wealthsimple gives you, and what is added here

Area	Wealthsimple	With AllInvestView
Performance Analytics	The broker tools include basic portfolio summary and total return.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include Tax documents (T5008, T3, T5) and Wealthsimple Tax filing.	The tax report supports FIFO, LIFO, HIFO and average cost.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Options Tracking	The broker tools include basic options trading available.	Options keep their strike, expiry, premium and Greeks.
Bond Analytics	Bonds appear in the account view as positions.	The bond report shows yield, duration, convexity and accrued interest.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Dividend Tracking	The broker tools include basic dividend display.	The dividend view shows the calendar, income and yield on cost.

Where you file

For investors filing in Canada

TFSA, RRSP and a taxable account can sit as separate portfolios and still add up to one number.

Canadian dollars as your base, with US holdings converted at the rate of the day

Canadian capital gains rules, including the superficial loss window

Withholding on US dividends recorded per payment

Bond pricing against the Government of Canada curve

Getting started

Getting your Wealthsimple history in

Export from Wealthsimple

On the Wealthsimple website, open Activities and choose Download activities. Select the dates, then the accounts, and download the CSV. Upload that activity file to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Connect WealthsimpleThe read only setup, step by step

Import from WealthsimpleWhere the export lives and what to upload

Create a free accountNo card. One portfolio and 10 stock holdings.

About Wealthsimple

CA • Est. 2014 • Regulated by CIRO, CIPF

Asset types StocksETFsOptionsCrypto

Account types IndividualJointTFSARRSPRESPLIRACorporate

Currencies CADUSD

Fees Commission free Commission-free stock and ETF trades. 1.5% FX fee on USD trades (0% for Wealthsimple Premium at CAD 10/month).

Suits Canadian investors using Wealthsimple • TFSA and RRSP holders using Wealthsimple • Commission-free seekers using Wealthsimple • Beginner investors in Canada using Wealthsimple

More than one account

Wealthsimple and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Wealthsimple and AllInvestView, answered

Can I sync my Wealthsimple TFSA and RRSP with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

Should I export Wealthsimple holdings or activities?

Use the activities export for dated buys, sells and cash movements. A holdings report is a snapshot of today, so it cannot reconstruct your investment return. Export the accounts and full date range you want to track.

Does AllInvestView handle Wealthsimple crypto holdings?

Imported assets remain separate holdings in one portfolio. The dashboard reports allocation and return for each position.

Is the Wealthsimple connection read only, and is it an aggregator?

The connection to Wealthsimple is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

Does it show my options with Greeks?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Wealthsimple and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Wealthsimple portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account