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Wealthsimple Utilities

  • Utilities to make it easier to work with Wealthsimple

How to download all of the portfolio holdings as a CSV file?

  1. Install this extension for Firefox https://addons.mozilla.org/en-US/firefox/addon/greasemonkey/
  2. Click on the new user script
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  1. Copy all of the code https://github.com/Bobrinik/wealthsimple_utilities/blob/main/download_portfolio_in_csv.js into the new script window.

    • Make sure to read over the code to double check that it's not doing anything suspicious. Such as stealing cookies or uploading anything.
    • I'm using the JQuery library, which is hosted by Cloudflare, and I trust that they won't be doing anything suspicious. But in our day and age, there's no guarantee the code supply chain will never come under attack.
  2. Save

  3. Go to Wealthsimple website

  4. Login

  5. Once you select the account and wait for 5 sec, a button on the top will appear.

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