WealthHelp Center
Getting started
Sign in or create an account
Sign in with email or Google, free account in seconds.
Read the tutorial → 📥Import a CSV
Add all your holdings at once from a CSV, XLSX or XLS file. Wealthsimple and Questrade exports accepted.
Read the tutorial → ✍️Add a holding manually
No file: search a symbol, enter your quantity and price.
Read the tutorial → 📋Paste from Excel
Paste your table (Ticker, Quantity, Price) to import several holdings.
Read the tutorial → 🧾Manage your transactions
Log buys, sells and dividends for accurate tracking and tax records.
Read the tutorial → 🔗Connect your broker
Sync your holdings read-only through SnapTrade without sharing your broker credentials.
See supported brokers →Sharing and privacy
Understand your analysis
Read your dashboard
Total value, real return, estimated dividends and exposure.
Read the tutorial → 🤖AI Analysis of your portfolio
Risk score, diversification, concentration: AI analyzes your portfolio (Premium).
Read the tutorial → 🌍See your world exposure
Where your money is invested worldwide, by country and sector.
Read the tutorial → 🎯Set a retirement goal
Set a retirement target and check your track.
Read the tutorial →Tracking and alerts
Create a price alert
Get notified when a stock crosses your target price, up or down.
Read the tutorial → 👁️Use a watchlist
Track stocks, ETFs and crypto without owning them.
Read the tutorial →Ready to track your Canadian portfolio — for free?
Get started now