Wealthsimple is one of Canada's most popular commission-free trading platforms. If you want to track your portfolio performance, cost basis, or tax lots outside of the Wealthsimple app, you can export your transaction history as a CSV file and import it into a portfolio tracker like HCC StockWatcher.
Exporting From Wealthsimple
Log into your Wealthsimple account on the web at my.wealthsimple.com. The CSV export feature is available on the web interface.
Navigate to your account activity. Look for the option to download your activity history or transaction report as CSV. Select your desired date range.
Download the CSV file and save it to your computer.
Importing Into HCC StockWatcher
In HCC StockWatcher, go to the Transactions page and click Import. Select your downloaded CSV file. The system will auto-detect the Wealthsimple format and apply the correct parser.
Review the preview to verify all transactions are correctly mapped, then confirm the import.
What Gets Imported
- Buy and sell transactions with date, symbol, quantity, and price.
- Dividend payments.
- Both CAD and USD transactions are handled automatically.
- Fractional shares are fully supported.
Disclaimer: HCC StockWatcher is an informational tool. Always verify imported data against your official Wealthsimple statements. Consult your brokerage and a qualified tax professional for official records.
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