Speed meets insights
As a trader, you operate on two essential things: speed and insights. You see a stock dip and want to act. You read an earnings report and need to adjust your position. In those moments, every second counts. But it’s just as important to know if you’re making the right move for your unique strategy.
Until now, getting both meant juggling multiple tools. You might watch live charts in one place, track your portfolio in another, and then race back to start a trade — hoping the price hadn’t changed. It was complicated, often expensive, and a step behind.
With the launch of real-time charting and performance insights, speed and clarity now live together, right in your Wealthsimple app.
Why this matters
For years, traders had to compromise:
Pay extra to stream real-time quotes.
Accept delayed data that made it harder to act with precision.
Piece together performance from spreadsheets or scattered dashboards.
By bringing real-time data and deep insights into one platform, we make it easier — and more affordable — for every investor to move with confidence.
Real-time charting
Picture this: you’re following a stock you care about. News breaks and activity spikes. With delayed quotes, you’re left wondering what’s happening until it’s too late.
Now, you see everything as it unfolds
Live bid and ask prices.
Last traded price and volume.
Live streaming for all Canadian and U.S. securities during regular market hours, with extended-hours streaming for U.S. securities.
Why it helps you
Spot trends the moment they start and time your trades with precision. We’ve built professional-grade data right into the app — and it’s always free. No extra subscriptions, no delays, no compromises.
Performance insights
Understanding your portfolio shouldn’t need a spreadsheet (unless you’re really into spreadsheets). Our new insights tab gives you a clear view of how your money is really working for you.
True performance metrics: Go beyond the basics with time-weighted returns (a truer measure of performance that removes the effects of deposits and withdrawals).
Customizable views: Filter by account or currency to pinpoint what’s working — and what’s not.
Your cash flow: See how much you’ve deposited each month so you always know what’s available to invest.
Dividends earned: Understand exactly how your portfolio is growing, down to the last detail.
Realized returns: See how much you’ve gained (or lost) on your trades.
Contribution tracking: Track how much you’ve deposited into your registered investment accounts so you don’t overcontribute and pay unnecessary taxes.
Why it helps you
Data is everything. When you can see how your self-directed and managed accounts are performing side by side, you can make smarter decisions, whether that’s refining your strategy or doubling down on what’s working.
If you're a active trader, a long-term investor, or somewhere in between, these tools meet you where you are:
Active traders: Trade confidently with real-time data and get instant feedback on those trades, even during extended hours.
Long-term investors: See how dividends and contributions are powering your growth.
Mixed portfolios: Get one clear view across every account, in one place.
No more switching back and forth between apps, no more guesswork.