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Portfolio today
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Upload holdings to see today's performance
📥 Upload holdings
How to export from your brokerage
Wealthsimple
- Log in at my.wealthsimple.com
- Go to Invest and select any account
- Click the download icon (↓) near the top right
- Choose Holdings — downloads an .xlsx file
- Upload that file below
Interactive Brokers (IBKR)
- Client Portal → Reports → Flex Queries
- Create query → Positions, CSV format
- Run, download, upload below
Drag & drop your CSV or XLSX here
or click to browse — supports Wealthsimple (.xlsx) and IBKR (.csv)
Choose a file from your brokerage, then click Upload.