| Ticker | Qty | Avg Cost | Price | Today $ | Today % | Market Value | Unrealized |
|---|
Paste your Wealthsimple holdings report CSV (Profile → Reports → Holdings) — the parser uses the Symbol, Exchange, Quantity, Book Value (Market), Book Value (CAD), and Market Price Currency columns. Avg cost will match what Wealthsimple shows.
Or use the simple format (one per line): ticker, quantity, avg_cost, currency. Canadian tickers without an exchange suffix get .TO appended.
Option Activity CSV (optional) — paste your Wealthsimple activity report CSV covering the last 3 months. Headers must include transaction_date, activity_type, activity_sub_type, direction, symbol, currency, quantity, unit_price, net_cash_amount. Only short-call rows and OptionExpiry events are stored; everything else is filtered out. Persists locally.