Canada
Wealthsimple Portfolio Tracker
Open-source, private, and local-first — your Wealthsimple data stays on your device.
Wealthsimple is a great place to invest — and a frustrating place to measure how your investments are actually doing. Wealthfolio is an open-source, local-first portfolio tracker that gives your Wealthsimple accounts the performance reporting they deserve, with every number computed on your own computer.
Sync your Wealthsimple accounts automatically with a read-only connection (part of the optional paid Connect subscription), or import your full history via CSV — free, like the app itself. Get true time-weighted and money-weighted returns across all your accounts — TFSA, RRSP, FHSA, non-registered, managed and self-directed — plus dividend income tracking and benchmark comparison against the index of your choice.
Read-only connection
Wealthfolio can never trade or move money in your Wealthsimple 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 Wealthsimple account
Automatic sync with Connect
Link Wealthsimple 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 Wealthsimple 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 Wealthsimple looks like
- 1
Choose Wealthsimple on Wealthfolio's Connect screen
- 2
Enter your Wealthsimple login through SnapTrade's secure, SOC 2 Type II certified portal — Wealthfolio never sees your credentials
- 3
Holdings and balances sync automatically from then on
Why Wealthsimple's built-in performance numbers aren't enough
The headline return is a simple return
Wealthsimple's dashboard shows simple returns that can mix your deposits with your gains — which is why the number often looks too good (or too strange) to be true. Wealthfolio computes true time-weighted (TWR) and money-weighted (MWR) returns, the same methodology institutional reporting uses.
Transfers-in lose your history
If you moved accounts to Wealthsimple in-kind, its performance math typically starts from the transfer date — your real cost basis and years of history disappear. In Wealthfolio, a one-time CSV import restores your complete investing history alongside ongoing syncing.
No benchmark comparison
Wealthsimple can't answer "am I beating the index?" Wealthfolio charts your portfolio against any benchmark — S&P 500, XEQT, or the ETF you would have bought instead.
One account at a time
Your TFSA at Wealthsimple, an RRSP at Questrade, a pension elsewhere? Wealthfolio unifies every account — synced or manual, any institution, any currency — into one portfolio with consolidated performance, allocation, and income views.
Real performance numbers for your Wealthsimple 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 Wealthsimple with accounts at any other institution — synced, imported, or manual — across currencies.
Frequently asked questions
Does Wealthfolio work with Wealthsimple?
Yes. Wealthfolio Connect syncs your Wealthsimple accounts through a secure, read-only connection (via SnapTrade, a SOC 2 Type II certified aggregator). You can also import activity for free with the CSV importer — or do both: import once for history, sync for everything new.
Does it support TFSA, RRSP, and FHSA accounts?
Yes. Wealthfolio tracks all Canadian registered and non-registered account types, computes returns per account and across your whole portfolio, and tracks your contribution limits for registered accounts.
Can it show my real returns, not just deposits minus withdrawals?
Yes — that's the point. Wealthfolio computes true time-weighted and money-weighted returns and charts them over any period, so deposits never masquerade as performance.
Is it safe to connect my Wealthsimple account?
Connections are read-only — Wealthfolio can never trade or move money. And unlike cloud trackers, your data is stored in a local database on your own computer. The app is open source, so anyone can verify exactly what it does.
How much does it cost?
The app is free and open source; CSV import and manual tracking cost nothing, forever. Automatic Wealthsimple syncing is part of Wealthfolio Connect, an optional subscription — plans with brokerage sync start at $7.99/month.
Can I track Wealthsimple and Questrade together?
Yes — both sync through Wealthfolio Connect, and you can add accounts from any other institution manually or via CSV. One portfolio, every account, with unified performance and allocation.
Does Wealthsimple have a public API?
No — Wealthsimple doesn't offer a public developer API. Wealthfolio syncs anyway through SnapTrade's direct integration, and the connection stays read-only.
Also supported
Start tracking your Wealthsimple 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.