The trading journal for Canadian traders
Built in Canada for traders on Wealthsimple, Questrade and everything else. Keep the TFSA, the RRSP and the margin account as separate books, hold CAD and USD side by side, and read your own notes back to you.
sizeforzero is a trading journal built in Canada for Canadian traders. You keep a separate book for each account (TFSA, RRSP, FHSA, margin), hold CAD and USD side by side, connect Wealthsimple, Questrade, Interactive Brokers and 10 more read-only, or import any broker by CSV. Free forever, unlimited trades, no credit card.
Is there a trading journal built for Canadian traders?
Yes. sizeforzero is built in Canada, priced in Canadian dollars for Canadian accounts, and PIPEDA-compliant. Wealthsimple, Questrade, Interactive Brokers and 10 more connect read-only and refresh daily, and 16 CSV presets cover the rest, RBC Direct Investing among them. It reports in CAD. It is a journal, not a broker and not a tax tool: it records what you did and why you did it.
Most journals are built for a US trader on a US broker, quote a US price, and treat a Canadian account as an afterthought. This one starts from the other end: Canadian pricing, Canadian privacy law, registered accounts, and the brokers Canadian retail traders actually use.
- Wealthsimple, Questrade, Interactive Brokers and 10 more connect once, read-only, and fills arrive on their own every day.
- Everything else is CSV import: drag the file onto Import and Export and the preset maps the columns. The table below shows which brokers connect and how each file is read.
- Stocks and single-leg options, with strike, expiry and right on every contract.
Can I track TFSA, RRSP, FHSA and non-registered accounts separately?
Yes, by account. Every trade belongs to one journal account, and under Show more you can tag an account as TFSA, RRSP, FHSA, RESP, LIRA, margin or cash. Analytics, the calendar and the equity curve all filter by account, so the TFSA reads on its own or alongside the rest. The name is yours: Questrade TFSA, RRSP, Margin.
A journal account is just an account you name, so the split matches how you actually think about your money: one for the TFSA, one for the RRSP, one for the FHSA, one for the margin account. Trades land in the account you filed them under, and every screen (the equity curve, the calendar heatmap, the trades table) takes an account scope, so you can read the TFSA on its own or all accounts together.
Accounts that arrive from a connection come pre-named by their broker type, so a TFSA shows up as a TFSA without you typing anything. Manual accounts ask for a name and a currency, and nothing else. The broker and the account type sit behind Show more.
How are TFSA, RRSP, FHSA, RESP and LIRA accounts handled?
As separate books with a type on them. The type is a label on that account: a connected account arrives named for its type, and a CSV that names its own account type is checked against the account you import into. sizeforzero tracks no contribution room and files no tax forms.
- TFSA, RRSP, FHSA, RESP, LIRA. Each is its own journal account, so a win in one never blurs into another.
- Margin and cash. Taxable accounts sit alongside, tagged margin or cash.
- Files that name their type. Questrade and Wealthsimple files carry an account type. If it differs from the type on the journal account you are importing into, you are asked to confirm first. If one file covers several accounts, you name a journal account for each and the registered type is suggested from the file.
This is awareness, not advice: the journal records trades and the reasons for them. It has no tax features, so contribution room, adjusted cost base and tax forms stay with your accountant and your broker.
How do I journal Questrade trades?
Questrade connects read-only from the Connections page: you sign in on Questrade’s own page and fills refresh daily, options included. Prefer a file instead: export your transaction history from Questrade as a CSV and drag it onto the Import and Export page. Either way, every fill lands once, with no phantoms and no double counts, and you get the equity curve, calendar P&L and your own notes read back.
Import correctness has had release after release spent on it, because a journal that miscounts is worse than no journal. If a fill is already in the journal, importing the same file again will not duplicate it. Options come in through the connection, not the CSV. Full detail lives on the Questrade journal page.
How do I journal Wealthsimple trades?
Connect Wealthsimple once from Connections. It is free, read-only, and your fills arrive every day with no CSV to download. Each account lands as its own journal account, TFSA and RRSP included. A CSV import is there for history older than the connection reaches.
The connection is part of the free journal, refreshes at least once a day, and has a Sync now button for the impatient. Full detail, including how a Wealthsimple activities file is read, lives on the Wealthsimple journal page.
Which Canadian brokers work, and how do trades get in?
Wealthsimple and Questrade connect read-only. RBC Direct Investing has a CSV preset built from a real export. TD Direct Investing has one too, but its format is not yet checked against a real file, so try it on a small file first. BMO InvestorLine, Scotia iTRADE and National Bank Direct have no preset yet, and any file with a date, symbol, side, quantity and price imports through the Generic CSV preset. CIBC Investor’s Edge downloads a spreadsheet you save as CSV first. Interactive Brokers and Webull Canada connect as well.
Not seeing your broker? Any CSV with a date, symbol, side, quantity and price imports through the Generic CSV preset. CSV presets exist for Wealthsimple, Questrade, RBC Direct Investing, Webull, Interactive Brokers (Flex) and Interactive Brokers (Activity statement) and more.
Does it handle CAD and USD in the same account?
Yes. Each journal account carries a base currency (CAD, USD, GBP, EUR, AUD, JPY or CHF), and every position keeps the currency it traded in, so a US-dollar position inside a Canadian-dollar account is not flattened. A broker account with a CAD side and a USD side is shown as one account, not two. Figures are converted at the day rate for blended totals, and the rate used is shown.
A blended figure always says what it did: the pair, the rate and the date it used. Nothing is silently converted, and you can set the currency you want to read totals in.
Does it understand TSX, TSX Venture and CSE symbols?
Yes. A symbol with an exchange suffix is matched to its Canadian listing: RY.TO for the TSX, .V for the TSX Venture, .CN for the CSE and .NE for Cboe Canada, all in Canadian dollars. With no suffix, the listing is chosen to match the currency of the trade: a Canadian venue for CAD, a US venue for USD.
A company listed on both sides of the border therefore resolves to the listing that matches the currency you traded it in.
Will day trading in my TFSA cause a problem with the CRA?
This is not tax advice. The CRA can treat a TFSA that is carrying on a business as taxable, and frequency alone is not the test: intention, holding period and your knowledge all weigh in. A written record of why you took each trade is evidence of intent. Talk to a Canadian accountant.
A journal does not change your tax position, and nothing here is tax advice. What it does give you is a contemporaneous written record: the thesis you had before the trade, not a story reconstructed years later. That is the kind of evidence an accountant can work with.
The longer version, with the factors the CRA actually weighs, is here: TFSA day trading in Canada: when the CRA calls it business income.
What does a Canadian trading journal cost?
The journal is free forever: unlimited trades, every account, full analytics, calendar P&L and CSV in and out, with no credit card. Pro is CA$20 a month or CA$200 a year (US$15 / US$150 if you switch to USD in Settings → Plan) and turns the AI always-on, with a 30-day free trial you can cancel in one click.
The free plan is the whole journal, not a trial of it. Pro only changes how often the AI reads your notes back to you. The full breakdown is on pricing.
Is my journal private under Canadian privacy law?
Your notes are yours. They are never sold, never used to train models, and read only to write your own letters. Sign-in is a magic link, so there is no password to leak. Data is held on Google Cloud with TLS in transit and encryption at rest, PIPEDA and CCPA compliant.
Built in Canada. Independent, and your data is never for sale.
How each broker gets in
Every broker below connects read-only and refreshes daily, and each also imports by CSV. The guide for each one walks through both routes step by step.
| Broker | CSV preset | Options by CSV | Currency in the file |
|---|---|---|---|
| Wealthsimple | Wealthsimple | Yes | On every row |
| Questrade | Questrade | Through the connection | On every row |
| Interactive Brokers | Interactive Brokers (Flex) and Interactive Brokers (Activity statement) | Yes | On every row |
| Webull | Webull | Yes | The account’s currency |
| Robinhood | Robinhood | Yes | The account’s currency |
| Charles Schwab | Charles Schwab and TD Ameritrade (legacy export) | Yes | The account’s currency |
| Fidelity | Fidelity | Yes | The account’s currency |
| E*TRADE | E*TRADE | Yes | The account’s currency |
| tastytrade | tastytrade | Yes | On every row |
What does not ship yet
The honest list, so you can decide before you sign up rather than after.
- Wealthsimple, Questrade, Interactive Brokers and 10 more connect read-only and refresh daily. Everything else is CSV import.
- Single-leg options only. Multi-leg is in the workshop; no futures, no crypto.
- No tax forms and no adjusted-cost-base reporting. This is a journal, not tax software.
Start with the TFSA, add the RRSP later. Unlimited trades, no credit card, and you can export everything you put in.
Start free, no cardDisclaimer
For informational purposes only. Not financial advice, and not tax advice. Past performance does not guarantee future results.