Wealthsimple trade journal
Connect once, free and read-only, and your fills arrive on their own with no CSV to download. The journal turns them into an equity curve, a calendar and a written read of the notes you wrote.
Connect Wealthsimple once from Connections, free and read-only, and your fills arrive every day with no CSV to download. Each account lands as its own journal account, registered ones included, and CAD and USD trades keep the currency they traded in. A CSV import covers anything older than the connection reaches.
How do I import Wealthsimple trades into a journal?
Usually you do not need to. Open Connections, choose Wealthsimple and enter your sign-in on the secure connect screen, and your executed trades arrive and refresh daily. For older history, download your activities file from Wealthsimple, open Import & Export in sizeforzero, choose the account, drop the CSV and press Import trades.
Connect Wealthsimple (no file needed)
- Sign in to sizeforzero and open Connections.
- Choose Wealthsimple. A secure connect screen opens.
- You enter your Wealthsimple sign-in on the secure connect screen. Wealthsimple may ask for a verification code. Authorise read-only access there. Your password is never typed into sizeforzero.
- Your accounts appear as journal accounts, each named for what it is, such as Wealthsimple - TFSA, and your executed trades are pulled in.
- From then on it refreshes on its own at least once a day. Every connection shows when it last synced, with a Sync now button beside it.
The connection is part of the free journal, not a trial of it. Disconnecting stops the sync and leaves every trade already in your journal where it is.
Import a Wealthsimple activities CSV
- In Wealthsimple, open Activity and choose Download activities. Save the CSV file it gives you.
- In sizeforzero, open Import & Export and choose the account to import into, or create one.
- Drop the file. Exported from is picked from the file’s columns when sizeforzero can tell; check that it says Wealthsimple.
- If the file covers more than one Wealthsimple account, sizeforzero asks you to name a journal account for each and suggests the registered type from the file.
- Press Import trades. You are told how many fills landed, how many were skipped as already imported, and anything that needs a second look.
The file lists every kind of activity, and only rows marked Trade become trades. Wealthsimple rearranges its app from time to time. If the wording has moved, you are looking for the activities download as a CSV.
Why there is no file to download
Wealthsimple is the broker where the connection earns its keep. It reads your positions and executions straight from Wealthsimple, read-only, so the journal stays current without a weekly export. It refreshes at least once a day, and Sync now fetches the latest when you would rather not wait.
The link reads positions and executions and nothing else. It cannot place, cancel or modify an order, cannot move money, and never sees or stores your Wealthsimple password, because you enter your sign-in on a secure connect screen rather than in sizeforzero. Every connected broker row carries a read-only badge.
Nothing here is clock-driven at you. The journal refreshes quietly in the background and shows you what changed when you next open it, with no nagging and no streak to break.
TFSA, RRSP, FHSA and non-registered accounts
Each connected Wealthsimple account arrives as its own journal account, named for what it is: Wealthsimple - TFSA, Wealthsimple - RRSP, Wealthsimple - Non-registered. Every screen reads per account or across all of them, so you can read the TFSA on its own.
For a CSV, make one journal account per Wealthsimple account. Under Show more you can mark its type: TFSA, RRSP, FHSA, RESP, LIRA, margin or cash. When a file names its account type and it differs from the type you set, you are asked to confirm before it imports.
CAD, USD and other currencies
A Wealthsimple file carries a currency on every row, so a US-dollar fill stays in US dollars and a Canadian-dollar fill stays in Canadian dollars, even inside the same account. Positions can be held in USD, CAD, GBP, EUR, AUD, JPY or CHF, and a position’s currency travels with it rather than being flattened into the account’s.
Canadian listings are understood. A symbol with an exchange suffix such as RY.TO is matched to its Toronto listing, and the same goes for .V on the TSX Venture, .CN on the CSE and .NE on Cboe Canada.
How a Wealthsimple file is read
A Wealthsimple activities file mixes trades with everything else on the account. Only rows marked Trade become trades. Dividends and interest are recorded as income, a deposit or withdrawal is noted rather than counted, and an activity type sizeforzero does not recognise is flagged for review instead of being guessed at.
Options ride in the symbol column as a contract code, such as AAPL 260619C00180000, and are read into strike, expiration and right. The file gives the day of each fill but no time of day, so trades are dated by the day they happened.
The older six-column per-account export has no symbol, quantity or price columns. A row whose ticker exists only inside its description is reported as a visible failure rather than guessed at, so use the activities download instead.
What the Wealthsimple import leaves out
Stocks and single-leg options are imported. Multi-leg option strategies, futures and crypto are not supported.
Broker history reaches back only so far, so older trades come in as a CSV drop. Import the older file once, keep the connection running for everything after it, and the two sit in one book. A sell with no matching buy waits in your Inbox rather than being guessed at.
sizeforzero never places an order and never moves money. It reads what already happened.
Does sizeforzero sync with Wealthsimple automatically?
Yes, on the Free plan. Open Connections, choose Wealthsimple and enter your sign-in on the secure connect screen. Your accounts and executed trades are pulled in, then refreshed at least once a day, and a Sync now button is there if you would rather not wait.
Is the Wealthsimple connection read-only?
Yes. The link can read positions and executions and nothing else. It cannot place, cancel or modify an order, cannot move money, and cannot see or store your Wealthsimple password. A journal has no business touching your broker, so it does not.
Do I need to download a CSV from Wealthsimple?
No. Once you are connected, fills arrive without a file. A CSV is only for history from before you connected, or for anyone who would rather work from a file.
What about Wealthsimple trades from before I connected?
Broker history reaches back only so far, so older trades come in as a CSV drop on Import & Export. Import the older file once, keep the connection running for everything after it, and the two sit in one book.
Does it handle my Wealthsimple TFSA, RRSP and FHSA?
Yes. Each connected account arrives named for what it is, such as Wealthsimple - TFSA, and every screen reads per account or across all of them. For CSV imports you can mark an account as TFSA, RRSP, FHSA, RESP, LIRA, margin or cash under Show more.
Can I keep CAD and USD trades from the same Wealthsimple account?
Yes. Every row carries its own currency, so a Canadian-dollar fill and a US-dollar fill sit side by side, each in the currency it traded in. Supported currencies are USD, CAD, GBP, EUR, AUD, JPY and CHF.
Does it track Wealthsimple options?
Single-leg calls and puts, yes, with strike, expiration and right on every contract, alongside your stock trades in one book. Multi-leg option strategies, futures and crypto are not supported today.
What happens to dividends and interest in a Wealthsimple file?
They are recorded as income rather than counted as trades. Deposits and withdrawals are noted, not counted, and an activity type sizeforzero does not recognise is flagged for review.
What happens if I import the same Wealthsimple file twice?
Nothing is written twice. Every upload is fingerprinted, so a Wealthsimple file you have already imported adds no trades and says so plainly. Recent imports keep a one-click undo for 24 hours.
Can I disconnect Wealthsimple and take my data with me?
Any time, in one click. Disconnecting stops the sync and leaves every trade already in your journal exactly where it is. Your whole book downloads as CSV whenever you want it. Your notes are never sold and never used to train models.
What does a Wealthsimple trade journal cost?
The Wealthsimple connection is part of the free journal. The journal is free forever: unlimited trades, every account, broker connections, CSV in and out, full analytics, the equity curve and calendar P&L, with no credit card. Pro turns the AI always on after a 30-day free trial. The pricing page has the current plans.
Once the trades are in
More on registered accounts, CAD and USD side by side, and Canadian tax record-keeping on the trading journal for Canadian traders page. Terms like expectancy, R multiple and profit factor each have a plain-English entry in the glossary. The full plan breakdown is on the pricing page.
Keep reading
Bring in your first Wealthsimple trades and see the equity curve behind them. Free, no card.
Start freeThe fine print
sizeforzero is an independent trading journal. We are not affiliated with, endorsed by, or partnered with Wealthsimple. Wealthsimple is a trademark of its owner, referenced here only to describe whose account data this journal can read, by CSV or by a read-only connection.
For informational purposes only. Not financial advice. Past performance does not guarantee future results.