Export your Activities from Wealthsimple (Activity > Export) and upload the CSV here. It's parsed and stored only in this browser (IndexedDB) — never uploaded anywhere.
Do this once in Wealthsimple, then come back and upload the file on the Holdings tab.
The export only works from a browser on a computer, not the mobile app. Log in at wealthsimple.com and go to Activity (the clock icon in the left sidebar).
This tool reads specific activity types — anything else in your export is safely ignored, but if you leave one of these unchecked it just goes missing with no warning:
Still in Filters, set Status to Completed so pending/cancelled entries don't get included.
Clicking Download Activities prompts you for a date range. There's no "all time" option, only Custom range — set the start date well before you opened the account (e.g. 10+ years back) so nothing gets cut off. Cost basis is a running total starting from your very first trade, so if the export skips your early history, every cost-basis and gain/loss number after that point will be wrong.
Go to the Holdings tab and use the Upload CSV box. It's parsed and stored only in this browser (IndexedDB) — the file itself is never sent anywhere.
Multiple Wealthsimple accounts or profiles? Export each one separately and upload them together (the file picker accepts multiple files at once). Other brokerages aren't supported yet — their exports use different column formats, and uploading one here won't error, it'll just silently show zero holdings.
| Asset / Ticker | Total Shares | Current Price | Avg Cost / Share | Book Value | Market Value | Unrealized P&L |
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| Asset / Ticker | Payments | Total Income (CAD) |
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Deductions aren't derived from your CSV (this tool doesn't track deposit history) — type in what you actually contributed this year.
| Ticker / Account | Shares Held | Unrealized Loss | Est. Tax Saved |
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Each estimate assumes only that position is sold on its own — harvesting several at once won't simply add up, since tax brackets are progressive and investment tax owing floors at $0.
| Ticker | Qty Sold | Realized Gain / Loss |
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| Asset / Ticker | Shares Held | Rolling ACB / Share | Book Value |
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Simplified model: pre-tax, doesn't account for RRSP/TFSA/FHSA withdrawal sequencing, tax drag, or CPP/OAS. Annual Savings isn't derived from your CSV (this tool doesn't track deposit history) — type in what you actually plan to save. The Fixed withdrawal strategy uses a flat real (inflation-adjusted) annual withdrawal; the Guardrails strategy cuts spending 10% if a simulated year's withdrawal rate drifts more than 20% above your target rate, and raises it 10% if it drifts more than 20% below. Cash earns its own interest rate blended into the simulation by today's cash-vs-invested mix. Historical Mode replays actual 1928–2025 US S&P 500 real returns (a USD market proxy, not currency-matched to CAD) as overlapping historical windows. Nothing here is saved — inputs reset to these defaults on reload.
Calculating…
| Years From Now | Your Age | Success Probability |
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