View the historical value of your investing accounts

In this article:

Overview

You can view a graph for self-directed investing, managed investing, and crypto accounts that visually represents the account’s historical value and net deposits over time.

To view this information, follow the instructions for your account type below: 

Note: Managed investing account graphs also show the hypothetical projection of the account. 

View the historical value of your self-directed investing account

To view the historical value of your self-directed investing account:

Mobile app Web
  1. Log in to the Wealthsimple app
  2. From the Home tab, tap your desired self-directed account
  3. Above the graph, toggle the currency with the Canadian and American flag toggle

  4. Use the timeframe tabs at the bottom of the graph to toggle between different historical time periods

    Tip: The more recent time period you select, the more precisely you can view data for your account.
  5. Press and move your finger across the graph to view specific details about your portfolio’s value during the selected time period
  1. Log in to your Wealthsimple profile
  2. Under Accounts, select your desired self-directed account
  3. Above the graph, toggle the currency with the Canadian and American flag toggle

  4. Use the timeframe tabs at the bottom of the graph to toggle between different historical time periods

    Tip: The more recent time period you select, the more precisely you can view data for your account.
  5. Hover over the graph to view specific details about your portfolio’s value during the selected time period

View the historical value of an individual holding

To view the historical value of an individual holding (stock, ETF, or crypto):

Mobile app Web
  1. Log in to the Wealthsimple app
  2. Tap the Discover (magnifying glass) tab
  3. Search for and select a holding

  4. Use the timeframe tabs at the bottom of the graph to toggle between different historical time periods

    Tip: The more recent time period you select, the more precisely you can view data.
  5. Press and move your finger across the graph to view specific details about the holding's historical value
  1. Log in to your Wealthsimple profile
  2. Navigate to the search bar
  3. Type in the name of a holding and select it

  4. Use the timeframe tabs at the bottom of the graph to toggle between different historical time periods.

    Tip: The more recent time period you select, the more precisely you can view data.
  5. Hover over the graph to view specific details about the holding's historical value

View the historical value and hypothetical projection of your managed portfolios

You can view both your historical value and the hypothetical projection of your managed portfolios.

View your portfolio’s hypothetical projection

To view the hypothetical projection of your managed portfolio:

Mobile app Web
  1. Log in to the Wealthsimple app
  2. From the Home tab, tap your desired managed portfolio
  3. On the Plan tab, you’ll see the hypothetical projection of your account
  4. Press and move your finger across the graph to view the hypothetical projected returns of your account over time
  1. Log in to your Wealthsimple profile
  2. Under Accounts, select your desired managed portfolio
  3. On the Plan tab, you’ll see the hypothetical projection of your account.
  4. Hover over the graph to view the hypothetical projected returns of your account over time
Note: The graph is shown for illustrative purposes only and does not represent the actual returns of an account. Learn more about the graph.

View your portfolio’s historical value

To view the historical value of your managed portfolio:

Mobile app Web
  1. Log in to the Wealthsimple app
  2. From the Home tab, tap your desired managed account
  3. Tap the History tab to see the historical value of your account

  4. Use the timeframe tabs at the bottom of the graph to toggle between different historical time periods.

    Tip: The more recent time period you select, the more precisely you can view data for your account.
  5. Press and move your finger across the graph to view specific details about your account’s historical value during the selected time period
  1. Log in to your Wealthsimple profile
  2. Under Accounts, scroll down and select your desired managed portfolio
  3. Select the History tab to see the historical value of your account

  4. Use the timeframe tabs at the bottom of the graph to toggle between different historical time periods.

    Tip: The more recent time period you select, the more precisely you can view data for your account.
  5. Hover over the graph to view specific details about your account’s historical value during the selected time period

View the historical value of your Crypto account

To view the historical value of your Crypto account:

Mobile app Web
  1. Log in to the Wealthsimple app
  2. From the Home tab, tap your Crypto account

  3. Use the timeframe tabs at the bottom of the graph to toggle between different historical time periods

    Tip: The more recent time period you select, the more precisely you can view data for your account.
  4. Press and move your finger across the graph to view specific details about your portfolio’s value during the selected time period
  1. Log in to your Wealthsimple profile
  2. Under Accounts, select your Crypto account

  3. Use the timeframe tabs at the bottom of the graph to toggle between different historical time periods

    Tip: The more recent time period you select, the more precisely you can view data for your account.
  4. Hover over the graph to view specific details about your portfolio’s value during the selected time period

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