Wealthsimple - how to track without download/import capability

Axel

Hi,

what's the best way to keep track of Wealthsimple investment account?
There's no option to download/import anything.

ps56k

just for reference - https://www.wealthsimple.com/en-us/

I guess you could manually setup an account in Quicken
and then enter everything manually.
You would have to enter any and all transactions,
along with the closing prices for as often as you wanted. 

EDIT - added topic title wording to better reflect the actual Q&A

ps56k

just for reference - https://www.wealthsimple.com/en-us/

I guess you could manually setup an account in Quicken
and then enter everything manually.
You would have to enter any and all transactions,
along with the closing prices for as often as you wanted. 

EDIT - added topic title wording to better reflect the actual Q&A

XLS Wizzard

I'm not sure if this helps but under documents WealthSimple has trade confirmations that shows the USD price paid that you can then use to enter in your buy and sells. That way Quicken will update the stock price of the US holdings.