Wealthsimple trading journal — track P&L, fees & real ROI

Wealthsimple at a glance

Category	Stocks & ETFs
Markets	Stocks, ETFs, options
Platforms	Web, mobile
Import into Propbook	CSV (date + P&L columns) or manual
Website	wealthsimple.com

For orientation only — offers, markets and platforms vary by country. Check Wealthsimple's website for current details.

Get your Wealthsimple trades into Propbook

From your Wealthsimple account, export your trade history or account statement as a CSV file.
In Propbook, go to Accounts → Import CSV. Propbook finds the date and P&L columns for you — adjust them if needed.
Import. Or skip the file entirely and log each day's result by hand in a few seconds.

What you see on your Wealthsimple account

📈 Equity & net P&L

Set your starting capital and follow your live equity curve, gross and net of fees.

💸 Fees & real ROI

Log commissions, swaps and costs and see your true return on the money you put in.

🎯 Setups & playbook

Tag trades with your setups and see which ones pay — win rate, R and net, by day and session.

🧠 Discipline score

A weekly score that flags FOMO, revenge trading and overtrading, with your biggest leak.

Wealthsimple journal — FAQ

Is Propbook free for Wealthsimple traders?

Yes. The Free plan is free for good, with no card and no account limit: journal, equity curve, fees, ROI, analytics and CSV import for your Wealthsimple account.

Does Propbook connect to my Wealthsimple account?

No. You import a file you export yourself, or log your results by hand. Propbook never asks for your Wealthsimple password or API keys.

Can I track Wealthsimple and a prop firm account together?

Yes. Propbook has a Personal space for your own capital and a Prop firm space for funded accounts — switch in one tap.

Is Propbook affiliated with Wealthsimple?

No. Propbook is independent and not partnered with, sponsored by or endorsed by Wealthsimple. The name and logo are shown for compatibility only.