In this article:
Overview
Enhanced investing 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 investing insights:
- Unrealized return
- Time-weighted return (TWR)
- Historical dividends
You can access these insights from any of your self-directed investment accounts.
Key benefits
Investment 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
- 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 investing insights
To access enhanced investing insights:
- Sign in to the Wealthsimple app on your mobile device
- Tap any investing account
- Tap on Investing insights in the middle of the screen
- Review the available performance metrics:
- Current value
- Net deposits
- All time return
- Unrealized return
- Simple return rate
- Dividends earned
Filtering your insights
Time range
Use the tabs under the Current value section of your insights to filter you total return by time periods (1M, 3M, 6M, YTD, 1Y, and ALL).
Currency
Use the toggle in the top-right corner to filter your insights from CAD and USD currency.
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.
Why do some metrics say "coming soon"?
We're still developing certain advanced metrics, like time-weighted return rate. We're continuing to enhance the investing insights experience and will release new features soon.
Can I export or download my investing insights data?
Currently, you can only view your insights data in the mobile app. You can't export your data.
Will these insights be available on the web platform?
Currently, enhanced investing insights are only available in the mobile app. We plan to bring these features to the web platform in a future update.
Comments
0 comments
Article is closed for comments.