In this article:
Overview
Wealth rank and portfolio pulse help you track your progress and, if you'd like, see how you compare to other clients. We're moving these features out of the Stats Room hub and into your profile in the Wealthsimple app. This update is currently available to some clients on app version 2.244.0 or later, and will roll out to all clients on 2.244.0 or later soon.
Access your stats
- Log in to the Wealthsimple app
- Tap the Profile (person) icon in the top-right corner
- Find Wealth rank and Portfolio pulse in your profile
Wealth rank
Wealth rank shows how your assets at Wealthsimple compare to other clients in your age group. It's based on the total Canadian dollar value of what you hold with us. We compare you to clients in your age group who have at least $500 in assets. If you're in the top 1%, we'll show your specific rank.
To see it, you'll need at least $5,000 in total assets with Wealthsimple.
Where to find it: Tap the Profile (person) icon. Your wealth rank appears below your savings summary.
Filtered views
TFSA rank lives inside wealth rank as a filter, showing how your TFSA deposits compare to others in your birth year. You don't need to take any extra steps if you already meet the wealth rank criteria above.
To turn off wealth rank: Scroll to the bottom of your wealth rank screen and tap Hide. You can opt back in at any time.
Portfolio pulse
Portfolio pulse is one way we're making investing more transparent. See how your portfolio compares to other Wealthsimple clients, learn what's working for them, and build your own portfolio in a more disciplined, diversified way.
Browse holdings, weightings, and performance anonymously. No names, no profiles. Just holdings, shared by choice.
To use it:
- Opt in by tapping Agree. Your holdings join the anonymous feed, and you unlock the community feed.
How it works:
- You can't view others' portfolios without sharing your own.
- You can sort by net worth or performance and filter by time range.
- You're given a random username (like "Rally Raccoon") that can't be changed.
- Snapshots update daily, with up to a one-day delay.
- Includes stocks, ETFs, managed portfolios, direct indexing, private equity, and more. Cash shows in CAD or USD.
To turn off portfolio pulse: Tap the Information icon in the top-right corner of the portfolio pulse screen, scroll down, and tap Leave. Your portfolio leaves the feed right away, and you can opt back in at any time.
Privacy: Your username is random and isn't linked to your profile, so other clients can't identify you.
Frequently asked questions
Where did Stats Room go?
We're moving wealth rank and portfolio pulse out of Stats Room and into your profile. This update is rolling out in phases on app version 2.244.0 and later. If you already have the update, you'll find both stats directly in your profile. If you don't have it yet, you'll get access soon.
Is my information private?
Yes. No other Wealthsimple clients can see your balance or your specific wealth rank. In portfolio pulse, your portfolio is shown under a randomly assigned username, never your real name or personal information.
How is my wealth rank calculated?
We look at how much you've saved and invested with us and compare it to other clients in your age group, such as ages 25 to 29. It's a simple way to see how you're doing compared to people at a similar stage in life.
Are my joint and spousal accounts included in the wealth rank calculation?
For now, assets in joint and spousal Wealthsimple accounts count toward the primary account holder's wealth rank.
How do I improve my wealth rank?
Your rank is a snapshot of where you are today. It can change as your portfolio grows or if you add more funds to your accounts. You may see suggestions in the app like Add money, Transfer an account, or Direct deposit your pay to help you grow your balance.
I hid my wealth rank. Can I get it back?
Yes, you can opt back in at any time.
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