Investments

0 investment accounts · holdings and allocation sync

Investments

0 investment accounts · holdings & allocation sync from Wealthsimple
Investment accounts
No investment accounts detected yet.
Holdings & allocation

Per-security holdings, allocation and performance require a Wealthsimple holdings sync. The extension can capture the holdings query in-session (same discovery flow used for Neo) — open your Wealthsimple portfolio while the extension is active to enable this.