Portfolio & holdings
Available symbols, quantities, prices, cost basis, currency, and instrument details. Keep account names with your positions for filtering and pivots.
Build a portfolio tracker →Wealthsimple + Google Sheets
Your Wealthsimple portfolio.
In Google Sheets.
Build a Wealthsimple portfolio spreadsheet around your own questions. Import available positions, cash balances, and activity through SnapTrade, with account and currency columns that make the data easier to organize.
Free add-on · Read-only access · Refresh from the sidebar
From account data to useful rows
Import Wealthsimple positions,
transactions, and balances.
Choose only the tables you need. The add-on writes the data returned by your SnapTrade connection, so missing fields or unavailable datasets are not filled with estimates.
Transactions & dividends
Available buys, sells, dividends, deposits, fees, and other activity in your selected date window. Preserve amounts, types, dates, and descriptions.
Explore transaction imports →Accounts & cash
Account details and available cash and buying power by currency. Keep these separate when building a view across accounts.
See columns and formulas →Recent orders and optional experimental balance history are also available where supported. See all datasets and limits. Refresh fetches SnapTrade’s available snapshot; it does not force a new brokerage sync.
Connect once, reuse your setup
How to connect Wealthsimple to Google Sheets
Connect in SnapTrade’s portal
Choose Wealthsimple in SnapTrade Personal and complete the login steps in SnapTrade’s connection portal. SnapTrade documents a credentials-based connection for Wealthsimple. Brokerage Connect receives authorized data from SnapTrade; you do not enter your Wealthsimple password into a spreadsheet or this add-on.
Read SnapTrade’s Wealthsimple connection guide ↗Connection instructions checked September 25, 2026.
Connect Wealthsimple in SnapTrade
Create or open your SnapTrade Personal account, connect your brokerage, and check that your accounts appear.
Open the add-on in Google Sheets
Follow the installation guide, open Extensions → Brokerage Connect → Open, and choose Connect SnapTrade. Use the same Google account as your spreadsheet and approve read access.
Choose accounts, preview, and import
Select your datasets and destination tabs. For transactions, select Activities and a date range. Review the preview and confirm who can see the spreadsheet before importing.
Refresh when you need an update
Use the sidebar to refresh configured imports with the data available from SnapTrade. Keep formulas and notes in separate analysis tabs. Background or scheduled refresh is not available.
Make the spreadsheet useful to you
Three ways to work with your Wealthsimple data
Keep CAD and USD visible
Group balances and activity by the returned currency column. Use separate currency totals for your dashboard; the add-on preserves source currencies and does not convert your portfolio into Canadian dollars.
Organize by the accounts actually returned
If your TFSA, RRSP, or other investment accounts appear in SnapTrade, select the ones you want to import. Account labels help separate your views; support for every Wealthsimple product is not implied.
Combine a Canadian brokerage view
Connect another supported brokerage, such as Questrade, in the same SnapTrade Personal account. Import the available accounts together and group by institution, account, and currency in Sheets.
Wealthsimple import questions
Can I import my Wealthsimple TFSA or RRSP?
You can select the accounts that SnapTrade exposes to your authorization. Check the account list in SnapTrade first, then preview it in the add-on. This page does not guarantee support for every registered, managed, cash, or crypto account type.
Can I import Wealthsimple to Google Sheets automatically?
The add-on writes the selected tables for you after you preview and confirm an import. To update them, use Refresh in the sidebar. It does not run unattended, schedule daily imports, or stream live prices.
How much Wealthsimple transaction history can I import?
Choose an inclusive start and end date for Activities. The history actually returned depends on the brokerage, account, and SnapTrade connection. Preview the results; a requested date range does not guarantee records for the entire period.
Who can see my imported brokerage data?
People who can access your spreadsheet may be able to see the imported values, including hidden staging or backup tabs. Check sharing before importing. The add-on requests read access and cannot place trades.
Is the Wealthsimple import free?
The add-on has no subscription fee. SnapTrade Personal is currently free; its OAuth app access is in a limited-time free preview. See Personal pricing and preview terms. Checked September 25, 2026.
More details: privacy, disconnecting and deletion, and import troubleshooting.
Your next spreadsheet starts here
Bring your Wealthsimple data into Sheets.
Free add-on · Read-only access · Refresh from the sidebar
The add-on has no subscription fee. SnapTrade Personal is currently free; its OAuth app access is in a limited-time free preview. See Personal pricing and preview terms. Checked September 25, 2026.
Have accounts elsewhere, too?
Add another supported brokerage in SnapTrade Personal and select the available accounts in the same import.
Browse all brokerage guides →Independent integration; not endorsed by Wealthsimple. Brokerage names identify compatible connections and belong to their respective owners.