How to download your Wealthsimple Trade transactions

Wealthsimple Trade is a bank in Canada. Export your transaction history as CSV, then drop the file into PennySlice — the AI categorises it for you.

CSV

Step by step

Open a web browser and go to my.wealthsimple.com (CSV export is best on desktop).
Log in with your Wealthsimple credentials.
Select the account you want to export (Trade, Managed, or Crypto).
Navigate to the 'Activity' section.
Look for the 'Export' or 'Download CSV' option.
Select your desired date range or statement period.
Click 'Download' and save the CSV file.

Tips for Wealthsimple Trade

Activities exports show stock and options transaction history in CSV format.
Use the desktop web version — the mobile app has limited export options.

Go to Wealthsimple Trade

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Got your Wealthsimple Trade file?

Drop it into PennySlice and the AI categorises every transaction — then you can ask it where your money went, in plain English.

Free tier available. No credit card required.