In this article:
Overview
You can view your portfolio holdings and the assets you've purchased through trading in the Wealthsimple app and on the web. Holdings are the investments you own within your account. On the web, you can also customize which columns appear in your holdings table and reorder them, so you see the information that matters most to you.
How to view your holdings
Follow these steps to view your portfolio holdings and the assets you've purchased through trading:
- Log in to the Wealthsimple app
- From the Home tab, tap your desired portfolio
- Scroll down and tap Holdings
- Tap a category to see the specific symbol you hold
- Log in to your Wealthsimple profile
- Select your desired portfolio
- Scroll down to Holdings and select View and manage
- Select a category to see the specific symbol you hold
Customize the columns in your holdings table
Follow these steps to change which columns appear in your holdings table:
- Log in to your Wealthsimple profile
- Go to your holdings table (for example, the Holdings overview from your home screen, a security's details page, or an account's holdings section)
- Depending on the page, select either the Gear icon or the ··· icon next to a column
- Select Replace with and choose a new column, such as Average cost or Book value
- To add another column instead of replacing one, select Add column
- To reorder your columns, click and drag a column header to the position you want
- To undo your changes, select Reset to default
Where you can customize your columns
You can customize your holdings columns in the following places on the web:
- Your total holdings page
- Security details holdings
- Account holdings pages, such as a TFSA or RRSP
How to view your past holdings
Follow these steps to view your past managed portfolio holdings and the assets you've previously purchased through trading:
- Log in to the Wealthsimple app
- Tap the Activity tab at the bottom of the screen
- Tap the Filter icon in the top right corner and select Holdings
- You'll see all current and historical assets
- Choose the desired holding and tap Done to view its historical activity
- Log in to your Wealthsimple profile
- Select Activity from the main menu
- Under Filter on the right, select Holdings
- You'll see all current and historical assets
- Choose the desired holding and tap Apply to view its historical activity
Frequently asked questions
Why am I not seeing my entire holdings list on the Home tab?
The holdings list on the Home tab is limited to the top ten assets with the highest returns. To see the full list, use the steps above under How to view your holdings.
Can I customize my holdings columns on the Wealthsimple app?
Not yet. Customizing your holdings columns is currently only available on the web.
Can I customize the columns on my account holdings, such as my TFSA?
Yes. You can customize the columns on your account holdings the same way you customize your total holdings and security details holdings. If a column such as Average cost is no longer showing, you can add it back using the steps above.
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