Take your two Wealthsimple exports and read your own portfolio the way you'd read a fund: a ticker, holdings with weights, and a return — all rebased so $100 stands in for whatever you've actually invested. Your real balances never appear.
Both CSV files, in any order — they're identified automatically. If a file isn't a Wealthsimple export, you'll get a clear error instead of a broken chart.
An activities export and a holdings report.
parsed on your device · never uploaded · how we know →
This isn't a promise you have to take on faith — it's how the page is built. There is no backend to send anything to.
Every line of parsing and math runs in JavaScript on your machine. No account, no sign-in, no server, no database. The whole app is one HTML file and one script.
It loads zero external resources — no fonts, trackers, or analytics. Disconnect from the internet and it still works, because there's nowhere for your data to go.
Everything is rebased to $100 of cost. Your actual dollar amounts are never shown, saved, or transmitted — only weights, returns, and figures out of $100.
Exports are available on the web at my.wealthsimple.com — not in the mobile app. You need two separate downloads.
Labels vary. Wealthsimple updates its interface often, so wording may differ slightly — look for a download/export arrow. The app only needs the two files whose names start with activities-export and holdings-report; it validates the format and tells you if something's off.