Canada
Questrade Portfolio Tracker
Open-source, private, and local-first — your Questrade data stays on your device.
Questrade gives self-directed investors great pricing — and leaves performance tracking mostly up to you. Wealthfolio is an open-source, local-first portfolio tracker that turns your Questrade accounts into a clear, complete picture: true returns, dividend income, allocation, and history, computed on your own computer.
Sync your Questrade account automatically with a read-only connection (part of the optional paid Connect subscription), or import your activity via CSV — free, like the app itself. Combine your TFSA, RRSP, margin, and FX accounts — plus anything you hold elsewhere — into one portfolio with time-weighted and money-weighted returns and benchmark comparison.
Read-only connection
Wealthfolio can never trade or move money in your Questrade account.
Local-first data
Your portfolio lives in a database on your computer, not in our cloud.
Open source
Auditable code, no lock-in: your data is always exportable.
Two ways to add your Questrade account
Automatic sync with Connect
Link Questrade once through a secure, read-only connection (powered by SnapTrade, a SOC 2 Type II certified aggregator) and your holdings and balances stay up to date automatically.
Part of the optional Wealthfolio Connect subscription — plans with brokerage sync start at $7.99/month.
Learn about ConnectFree CSV import
Export your activity from Questrade and import it with Wealthfolio's smart CSV importer — including your complete past history. Free forever, no account required, works fully offline.
How importing worksWhat connecting Questrade looks like
- 1
Choose Questrade on Wealthfolio's Connect screen
- 2
You're redirected to Questrade's own website to log in — your credentials never pass through Wealthfolio
- 3
Approve read-only access and you're returned to Wealthfolio
- 4
Holdings and balances sync automatically from then on
Why Questrade's built-in reports aren't enough
Money-weighted returns only, buried in reports
Questrade's "Investment return" report gives you a money-weighted figure per account. Wealthfolio computes both time-weighted and money-weighted returns continuously, across any period and across all your accounts at once.
No unified multi-account view
TFSA, RRSP, margin, USD and CAD sides — Questrade shows them separately. Wealthfolio consolidates every account (including ones at other institutions) into a single portfolio with unified performance, income, and allocation.
Dividend tracking is an afterthought
Wealthfolio tracks every dividend and interest payment, projects your income, and shows yield on cost per holding — across all accounts.
Benchmark comparison
Chart your portfolio against the S&P 500, a Canadian all-in-one ETF, or any ticker — and finally know whether the self-directed effort is paying off.
Real performance numbers for your Questrade portfolio
True returns, not just balance changes
Time-weighted and money-weighted returns over any period, so deposits never get counted as gains.
Benchmark comparison
Chart your portfolio against the S&P 500 or any ticker and know whether you're beating the index.
Dividend & income tracking
Every dividend and interest payment tracked, with income summaries by month, account, and holding.
All your accounts, one portfolio
Combine Questrade with accounts at any other institution — synced, imported, or manual — across currencies.
Frequently asked questions
Does Wealthfolio work with Questrade?
Yes. You can sync your Questrade account automatically with Wealthfolio Connect (a read-only connection through SnapTrade, a SOC 2 Type II certified aggregator), or import your activity for free using the CSV importer. The app itself is free and open source.
Is it safe to connect my Questrade account?
Connections are read-only — Wealthfolio can never trade, move money, or change anything in your Questrade account. Authentication happens through SnapTrade, and your portfolio data is stored locally on your device, not in a cloud database.
What does syncing from Questrade include?
Holdings, balances, and transactions sync automatically, so your positions, performance, and dividend income stay up to date.
How much does it cost?
The Wealthfolio app is free and open source — manual tracking and CSV imports cost nothing, forever. Automatic broker syncing is part of Wealthfolio Connect, an optional subscription: plans with brokerage sync start at $7.99/month, which covers the real cost of the brokerage data connection.
Can I see Questrade together with my other accounts?
Yes. Wealthfolio is built for multi-account portfolios: combine Questrade with any other brokerage, bank, or crypto account — synced or manual — and get unified performance, allocation, and income views across everything, in your currency of choice.
Does Questrade have a public API?
Yes — Questrade offers a developer API. Wealthfolio's sync uses it through SnapTrade: you authorize read-only access on Questrade's own login page (OAuth), so your credentials are never shared.
Also supported
Start tracking your Questrade portfolio
The app is free and open source, and your data stays on your device. Import via CSV for free, or add automatic syncing with the optional Connect subscription.