How to connect Wealthsimple
Wealthsimple connects by file import. It is quick, and the Wealthsimple preset does the mapping for you.
Export a statement from Wealthsimple
Download your trade history or account statement from Wealthsimple as a CSV or supported file. It takes a minute inside your Wealthsimple dashboard.
Drop it into TradeStella
Drag the file onto the importer. The Wealthsimple preset recognizes the format and maps every fill, so nothing is left to hand-entry.
Review your journaled stocks and crypto trades
Every trade lands tagged with its setup and session. Re-export whenever you want to bring new activity in, or set a routine that fits how you trade.
What you get with Wealthsimple on TradeStella
Once your Wealthsimple trades are in, the whole cockpit works on them.
Auto-journal every stocks and crypto fill
Every Wealthsimple trade lands in your journal complete with entry, exit, size and result. No spreadsheet, no copy-paste, no forgotten trades.
Setups tagged for you
TradeStella labels each stocks trade with its setup and session, then groups them so you can see which of your plays actually make money.
Prop-firm rule guardrails
Track trailing drawdown, daily loss and profit targets against your Wealthsimple account limits, with a warning before you get near a breach.
Analytics and Edge Health
Net P&L, win rate, expectancy, profit factor and a live Edge Health read tell you what is working across your stocks and crypto trades and what is leaking money.
Trade replay
Step back through any Wealthsimple trade bar by bar to see exactly where you entered, where you should have, and what the setup really did.
An AI coach that knows your history
Ask the coach why a week went sideways or what to drill next. It answers from your own Wealthsimple trades, not generic advice.
Asset classes on Wealthsimple
TradeStella journals every asset class you trade on Wealthsimple.
Wealthsimple and TradeStella, answered
Does TradeStella work with Wealthsimple?
Yes. TradeStella imports Wealthsimple trades by file. Export a CSV or statement from Wealthsimple, drop it into the importer, and the Wealthsimple preset maps every fill into your journal.
Is importing my Wealthsimple trades safe?
Yes. File import never touches your Wealthsimple login or funds. You export your own statement and upload it, so TradeStella only ever sees the trade data you choose to share.
Can I track a prop-firm challenge on Wealthsimple?
Yes. TradeStella watches trailing drawdown, daily loss and profit targets against your Wealthsimple account and warns you before you approach a limit, so a challenge is far less likely to blow up on a rule breach.
Does TradeStella import Wealthsimple Stocks trades?
Yes. TradeStella handles every asset class Wealthsimple offers, including stocks and crypto. Each trade is journaled, tagged by setup, and included in your analytics and AI coaching.
Related brokers
Other platforms TradeStella supports that trade like Wealthsimple.
