In this article:
Overview
Enhanced performance insights enable you to interact with your investment data to make financial decisions. On top of the existing metrics that are available on your main account screen, you can view the following performance insights:
- Unrealized return
- Time-weighted return (TWR)
- Historical dividends
- Realized returns
- Deposit and contribution tracking
You can access these insights from your self-directed or managed investment accounts.
Tip: For definitions and examples of the return calculations, please refer to our articles about understanding return calculations for self-directed accounts and managed portfolios, which include definitions and examples.
Key benefits
Performance insights allow you to:
- Understand your finances better
- See the complete picture of your financial performance with easy-to-read metrics, with the ability to break down your metrics across time ranges and assets
- Track how your investments are performing all in one place
- Track your contributions across your investing accounts
- Make smarter investment decisions
- Check how much cash you have available to invest
- Filter your results by different periods
- Identify which specific investments are performing well or need attention
- View your data at a glance
- Clear visualization of your performance metrics makes your financial information easier to understand
- Interact directly with visual displays to explore different aspects of your investments
- Customize your view to focus on what matters most to you
How to access your performance insights
To access enhanced performance insights:
- Log in to the Wealthsimple app
- Tap any investing account
- Under your current portfolio value, tap the arrow beside your account returns
- Review the available performance metrics:
- Current value
- Net deposits
- Historical deposits and contributions
- All time return
- Unrealized return
- Realized returns
- Simple return rate
- Dividends earned
- Log in to your Wealthsimple profile
- Select any investing account
- Under your current portfolio value, select the arrow beside your account returns
- Review the available performance metrics:
- Current value
- Net deposits
- Historical deposits and contributions
- All time return
- Unrealized return
- Realized returns
- Simple return rate
- Dividends earned
Tip: You can also view your simple rate of return, all time return, current value, and net deposits from your main account screen.
Note: performance insights for crypto accounts currently shows time-weighted rate of return (TWR), simple rate of return (SRR), and unrealized returns. It doesn't include staking or realized returns yet.
Frequently asked questions
How frequently are the metrics updated?
Most metrics are updated in real-time or near real-time during market hours. Some aggregated calculations may update with a slight delay.
Can I export or download my performance insights data?
Currently, you can only view your insights data in the mobile app. You can't export your data.
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