The Best Wealthsimple Portfolio Tracker: 50+ Features Beyond Performance Insights
Your money stays at Wealthsimple. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with TFSA, RRSP, and non-registered accounts.
Where Wealthsimple's Portfolio Tools Fall Short
Wealthsimple is a great brokerage for Canadians. But its portfolio analytics have well-documented gaps that investors have been requesting for years.
Limited built-in dividend forecasting or yield-on-cost tracking
Wealthsimple shows basic dividend data but may not project future income in the same depth. Stock Unlock provides 12-month forward projections, 35+ years of dividend history, and yield-on-cost tracking natively.
Limited built-in screening and fundamental workflows
Wealthsimple's native workflow emphasizes straightforward trading, while many investors want deeper screening and research filters. Stock Unlock adds 85+ screener filters and broader portfolio-level analysis.
Multi-broker consolidation requires a separate workflow
If you hold accounts across multiple brokerages, many investors use a separate tool to view everything together. Stock Unlock connects to 30+ brokerages and shows everything in one Combined Portfolio view.
Limited built-in stock scoring and valuation tools
Wealthsimple may not include dedicated DCF, fair-value, or stock-scoring workflows. Stock Unlock provides Stock Scores across 7 categories and a DCF calculator with 7 valuation methods, so you can assess whether your holdings are fairly valued.
Limited diversification breakdowns for self-directed accounts
Wealthsimple provides asset class breakdowns for managed (robo-advisor) accounts, but self-directed Trade accounts get minimal diversification insights. Stock Unlock gives you several diversification dimensions (asset type, industry, country, currency, exchange, and market cap) for every account.
Limited built-in company comparison tooling
Wealthsimple may not include the same side-by-side company comparison depth. Stock Unlock lets you compare multiple stocks across dozens of financial metrics, helping you decide between similar investment opportunities.
Keep Wealthsimple. Upgrade Your Investment Workflow.
Trade and custody stay at Wealthsimple. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Wealthsimple handles brokerage execution
- Orders, fills, custody, and cash movement remain at Wealthsimple.
- You keep your existing Wealthsimple account workflows.
- Stock Unlock is not a brokerage.
Stock Unlock handles portfolio intelligence
- Portfolio health diagnostics and Stock Scores across holdings.
- Dividend forecasting with forward income visibility.
- Investment discovery with powerful screening workflows.
Stock Unlock vs Wealthsimple Trade
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Wealthsimple shows basic dividend data. We show you the complete picture: 12 months of projections, past payment history, growth trends, and sustainability analysis.
- 12-month forward projections by month
- 35+ years of dividend history per stock
- Dividend growth trends year-over-year
- All-time dividend payout history chart
- Payout ratio and sustainability scores
- And more in the live demo →
True Performance Tracking
Wealthsimple's basic app shows limited performance data. Stock Unlock gives you 7 return calculation methods for free during your 15-day trial. See how your portfolio actually performed, accounting for the timing of your deposits and withdrawals.
- Time-weighted return (compare against benchmarks fairly)
- Money-weighted return (see your actual dollar gains)
- Returns with and without dividends reinvested
- And more in the live demo →
Portfolio Health at a Glance
Most imported holdings in your Wealthsimple account get a Stock Score: visual indicators across 7 categories. Spot overvalued stocks, dividend risks, and quality issues before they become problems.
- Valuation, Profitability, Financial Health, Growth
- Dividends, Management, Analyst consensus
- Green is good, red means look closer
- And more in the live demo →
Every Portfolio Feature You Need
50+ portfolio features across 6 tabs. Here's what's included.
AI Portfolio Analysis
LLM-generated analysis of your portfolio with investment insights and recommendations.
Events Calendar
Earnings releases, dividend payments, ex-dividend dates, SEC filings, your transactions.
Combined Portfolio View
Merge multiple portfolios into one unified view. See total net worth across your linked accounts.
Copy & Test Scenarios
Duplicate portfolios and make edits to test different investment scenarios.
Sample Portfolios
Create demo portfolios with historical transactions to backtest strategies.
Portfolio Wrapped
Annual year-in-review with your best performers, trading stats, and highlights.
6 Diversification Views
Asset, industry, country, currency, exchange, and market cap breakdowns.
25+ Table Columns
Configurable position table with mini charts, scores, gains, and 12+ financial metrics.
Portfolio Metrics Widget
Weighted averages for P/E, dividend yield, ROE, margins, and more.
Insider Trading Activity
See when executives buy or sell shares in companies you own.
Position Notes
Add notes to any position. Remember why you bought and your thesis.
Multi-Currency Support
Track positions in different currencies with automatic conversion.
Track Your Wealthsimple Portfolio on Mobile
Unlike the Wealthsimple app, Stock Unlock connects all your brokerages in one place. Check your portfolio, dividend income, and Stock Scores from your phone. Native apps for iOS and Android with full feature parity.
Mobile app - Portfolio
How It Works (And What It Costs)
Unlike most platforms that make you pay before connecting, we let you try everything first.
Create a free account
Sign up with your email. No credit card required. You immediately get access to our free tier: watchlists, limited stock analysis, and manual portfolio tracking.
Connect Wealthsimple for free
Click "Connect Brokerage" and select Wealthsimple. You'll authenticate securely via SnapTrade. Your credentials never touch our servers. This is free to do.
Get 15 days of automatic syncing
Your holdings, transactions, and dividends sync automatically for 15 days. Full access to all features. See exactly what you'd get as a paying subscriber.
Your data stays with you forever
After 15 days, automatic syncing pauses, but your portfolio data stays. You can continue tracking manually for free, or upgrade to Pro ($9/month) to keep auto-sync running.
Why We Do It This Way
Most portfolio trackers want your credit card before you connect a brokerage. We're confident enough in our product that we flip that model. Connect first, see the value, then decide if it's worth $9/month to you. We have a 30-day money-back guarantee too.
"Wealthsimple Trade is fine for buying and selling, but I needed better analytics. Stock Unlock shows me dividend forecasts, proper performance tracking, and lets me see my Wealthsimple TFSA and Questrade RRSP together. Game changer for Canadian investors."- Wealthsimple investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Wealthsimple through SnapTrade, a financial data aggregator trusted by investment platforms worldwide.
Credentials never touch our servers
You authenticate through SnapTrade's secure flow. We only receive read-only connection access needed for portfolio data.
We can't trade or move money
Stock Unlock can only view your holdings and transactions. We cannot execute trades or transfer funds.
Disconnect anytime
Revoke access from your Stock Unlock settings or directly from Wealthsimple's third-party permissions.
Full transaction history
Compared with some aggregator connections that may limit history windows, SnapTrade is designed to provide deeper historical imports for Wealthsimple account connections.
Frequently Asked Questions
Does Stock Unlock work with my Wealthsimple accounts?
Is it safe to connect my Wealthsimple account?
What's free vs. paid?
Can I track Wealthsimple alongside other brokerages?
How often does my Wealthsimple portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Wealthsimple account later?
What if I don't want to connect my brokerage?
Does Stock Unlock support Wealthsimple account connections?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Wealthsimple Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Wealthsimple free. Keep your data forever.
Connect Wealthsimple FreeNo credit card required. 30-day money-back guarantee on paid plans.