In this article:
Overview
Self-directed investing, managed investing, and crypto accounts have a graph that visually represents the account’s historical value and net deposits of the 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:
- Sign into the Wealthsimple app on your mobile device.
- Under Accounts, tap your desired self-directed account.
- Above the graph, choose the All, CAD, or USD tab (if applicable).
- 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 precise you can view data for your account. - Press and move your finger across the graph to view specific details about your portfolio’s value during the selected time period.
- Log in to your Wealthsimple account.
- Under Accounts, select your desired self-directed account.
- Above the graph, choose the All, CAD, or USD tab (if applicable).
- 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 precise you can view data for your account. - Hover over the graph to view specific details about your portfolio’s value during the selected time period.
View the historical value and hypothetical projection of your managed investing account
View your account’s hypothetical projection
To view the hypothetical projection of your managed investing account:
- Sign into the Wealthsimple app on your mobile device.
- Under Accounts, tap your desired managed account.
- On the Plan tab you’ll see the hypothetical projection of your account.
- Press move your finger across 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.
- Log in to your Wealthsimple account.
- Under Accounts, select your desired managed account.
- On the Plan tab you’ll see the hypothetical projection of your account.
- 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 account’s historical value
To view the historical value of your managed investing account:
- Sign into the Wealthsimple app on your mobile device.
- Under Accounts, select your desired managed account.
- Tap the History tab to see the historical value of your account.
- 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 precise you can view data for your account. - Press and move your finger across the graph to view specific details about your account’s historical value during the selected time period.
- Log in to your Wealthsimple account.
- Under Accounts, scroll down and select your desired managed account.
- Select the History tab to see the historical value of your account.
- 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 precise you can view data for your account. - 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:
- Sign into the Wealthsimple app on your mobile device.
- Under Accounts, select your desired crypto account.
- 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 precise you can view data for your account. - Press and move your finger across the graph to view specific details about your portfolio’s value during the selected time period.
- Log in to your Wealthsimple account.
- Under Accounts, select your desired crypto account.
- 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 precise you can view data for your account. - Hover over the graph to view specific details about your portfolio’s value during the selected time period.
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