Unlock the Full Potential of Your Wealthsimple Portfolio
Wealthsimple Trade offers Canadians commission-free stock and ETF trading with TFSA and RRSP support. Known for fractional shares.
What Wealthsimple Does Well
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
Clean mobile-first design with instant deposits and fractional shares
When Does an External Tracker Add Value?
Limited portfolio analytics and performance breakdown
AllInvestView provides detailed performance charts, sector analysis, and time-weighted returns for your Wealthsimple portfolio.
FX fees on USD trades can be hard to track and measure their impact
AllInvestView shows the true cost and performance of your USD holdings including currency conversion impact.
No consolidated view across TFSA, RRSP, and non-registered accounts
AllInvestView lets you see each registered account individually or combined into one total portfolio view.
What You Unlock with AllInvestView
Monte Carlo Simulation
Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.
Efficient Frontier
Find your optimal portfolio allocation using Markowitz mean-variance optimization.
Correlation Matrix
Visualize how your holdings move together. Identify diversification gaps at a glance.
Tax Reports
Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.
Dividend Calendar
Track every payment, project future income, and monitor yield-on-cost over time.
Options Greeks
Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.
AI Assistant
Ask anything about your portfolio. Get instant analysis powered by AI.
Quick Allocation View
See asset, sector, country, and currency breakdown in one visual dashboard.
Wealthsimple vs AllInvestView — Feature Comparison
See what Wealthsimple's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | Wealthsimple Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic portfolio summary and total return | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | Tax documents (T5008, T3, T5) and Wealthsimple Tax filing | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, and multi-broker consolidation |
| Multi-Broker View | Not available — Wealthsimple accounts only | Consolidate all brokers in one unified dashboard |
| Options Tracking | Basic options trading available | Full Greeks (Delta, Gamma, Theta, Vega, Rho), payoff diagrams, P&L tracking |
| Bond Analytics | Not available — no bond trading | YTM, duration, convexity, accrued interest calculator |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Dividend Tracking | Basic dividend display | Calendar view, income projections, yield-on-cost, ex-date alerts |
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
Tax Reports in One Click
Generate capital gains reports for your Wealthsimple portfolio instantly. Supports 14+ countries with multiple cost basis methods.
- FIFO, LIFO, specific identification, and average cost
- Automatic wash sale detection
- Short-term vs long-term capital gains split
- Export as PDF or CSV for tax filing
Every Holding, One Clean Table
See all your Wealthsimple positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.
- Company logos, real-time prices, and sparklines
- Cost basis, market value, and unrealized P&L
- Sort and filter by any column
- Multi-broker holdings in one unified table
TFSA & RRSP Tracking for Canadian Investors
Track your Wealthsimple TFSA, RRSP, and non-registered accounts with CAD as base currency.
About Wealthsimple
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.
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Track All Your Brokers Together
Got investments at multiple brokers? AllInvestView consolidates everything into one view:
Robinhood
Schwab
Interactive Brokers
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DEGIRO
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Swissquote
TradeStation Global
Binance
Zerodha
eToro
Wealthsimple Portfolio Tracking FAQ
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