Tradesimple

A personal finance and trade journaling app for Wealthsimple.

But why?

Because none of the prominent trade journaling platforms support Wealthsimple. Because all of the other fintech apps out there that do support Wealthsimple, only do so via third party aggregators that are unreliable at best.

Tradesimple is a modern open-source webapp leveraging a direct connection to Wealthsimple via its GraphQL API intended to fill the gap for Wealthsimple users who are underserved by existing fintech apps looking to automate the tracking of their trading and personal finance.

🇨🇦 Made with love in Canada 🇨🇦

[!WARNING]
By using this software and connecting your Wealthsimple account(s), you accept full and absolute responsibility for any and all losses and/or damages in the unlikely event anything should go wrong.

Technology

:white_check_mark: Laravel 12, Livewire 3 and Flux 2

Features

:white_check_mark: Dynamic UI to add multiple Wealthsimple accounts

:white_check_mark: Manage existing sessions - disconnect but not delete data, or delete session and data entirely

:white_check_mark: Holdings page with sortable table of currently open positions, quantity, book/market values, P&L $ and %

:white_check_mark: Self-hostable

Roadmap

Tradesimple is under active development. Upcoming features include:

:white_check_mark: Dockerized application for easy deployment

:white_check_mark: Background process to automatically keep app in sync with Wealthsimple data

:white_check_mark: Dynamic filters/toggles/tabs and other functions for Holdings page

:white_check_mark: Dashboard with key trading metrics - P&L, win rate, returns vs the market with convenient filtering/toggling for selected account, date range, symbol

:white_check_mark: Trade log with notes, filtering/toggling, tags/categories, data driven insights and analytics

:white_check_mark: Reporting module - visualize account analytics and export to CSV, PDF

:white_check_mark: Public shares - create publicly shareable links to share individual trades or let others track your trading performance

:white_check_mark: Personal finance - networth and household spending tracker with filtering/toggling, and automatic/custom tagging/categories

:white_check_mark: Import from CSV - allow easy importing of data from Wealthsimple CSV files to enable app functionality without connected accounts

Support & Communities

Feel free to provide feedback, submit feature requests, or just say hi.

You can follow on Twitter, check out the subreddit, support me on GitHub or Buy Me a Coffee.

Any and all support is much appreciated:

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