Exporting Trades from Wealthsimple

This guide will help you export your trade history from Wealthsimple and import it into Portseido.

WEBSITE

1. Log in to your Wealthsimple account
2. Select your Profile icon in the top right corner
3. Select Settings from the menu
4. Choose Accounts from the options
5. Select the account you want to view statements for
6. Select Account documents
7. Adjust the Date range filter to select a specific range
8. Select Download CSV to download the CSV file
9. Upload the exported files in the upload box

One of the most convenient methods to add trades to Portseido is by uploading brokerage statements. Simply follow the steps above to export your trades from your brokerage account. Then, upload them to Portseido, and we will automatically process and add them to your portfolio.