In this article:
Overview
You can view your portfolio holdings and the assets you've purchased through trading in your Wealthsimple app and on the web. Holdings are the investments you own within your account.
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
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
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