Wealthsimple Trade

A real-time Excel Add-in that integrates live financial data for investment and portfolio management.

Collective investment research. Comprehensive portfolio management. Real-time market updates.

Tracks stock portfolio performance for investors.

Streamline Finances, Ensure Compliance.

Centralized investment tracking across devices.

Comprehensive portfolio management for stocks, derivatives, and FX with detailed analytics and handling of corporate actions.

Streamlined investment portfolio management. Comprehensive stock portfolio tracking with Sharesight.

Active investors can manage their stock portfolio with real-time alerts, risk tracking, and more.

Provides access to global markets and trading education for a streamlined trading experience.

Track your portfolio holdings in real-time with AI-powered analytics software.