VestLens

VestLens connects to a user's Wealthsimple self-directed accounts through SnapTrade and lets users ask Claude or ChatGPT about their investments, returning answers with interactive views built from their real positions. It presents everything in Canadian dollars, converting US dollar amounts using the Bank of Canada rate and marking them as estimates. Balances and holdings update once a day, and the site states it is read-only, does not place trades, move money, or give investment advice, and is independent of and not endorsed by Wealthsimple. Early access is free and limited to the first 50 people, with an optional Tax Pass planned for tax season 2027 at C$39 once.

Key features

• Read-only access to Wealthsimple self-directed accounts (TFSA, FHSA, RRSP, non-registered and crypto) via SnapTrade
• Overview of all accounts in one view in Canadian dollars with today's change and return this year
• Holdings with cost, value and gain as reported by the brokerage
• Allocation by asset class, sector, region, currency and account
• Activity history of trades, deposits, withdrawals, dividends and fees, filterable by account and type
• Income view of dividends and interest by month and holding, including withholding tax
• Performance return with deposits excluded, compared against S&P 500, Nasdaq-100, Dow, S&P/TSX or XEQT
• Investing report card showing how each holding did against the market since purchase
• Single-holding check comparing return since purchase against the S&P 500 and TSX
• TFSA and FHSA contribution room tracking based on deposits and withdrawals
• User-set limits, such as a maximum percentage in one stock, checked against holdings
• News and movers, earnings and dividend calendar, and alerts for material events
• Free TFSA comparison by age using CRA 2024 averages, no sign-up required
• Download or delete stored data from the Account page

Best suited for

• Canadian investors who hold Wealthsimple self-directed accounts
• Users who want to ask Claude or ChatGPT about their portfolio performance
• Investors tracking TFSA and FHSA contribution room
• Users who want a read-only view that cannot place trades or move money

Pricing

VestLens is free. An optional Tax Pass for tax season 2027 is planned at C$39 once, with tax-time reports; nothing is charged unless the user chooses it.