WealthSimple Dividend Tracker
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Overview

Easily track your dividends on WealthSimple.

WealthSimple Dividend Tracker: Simplify Your Investment Overview WealthSimple Dividend Tracker provides a straightforward view of your total yearly dividend yield from your investments. It estimates the yearly dividend payment based on your holdings in WealthSimple Trade, giving you an updated report on the dividend yields of your investments. 💡 Features 1️⃣ See the yearly dividend + interest payment from your WealthSimple accounts 2️⃣ See the total yearly dividend yield you can expect from all your holdings Trading and Managed accounts 3️⃣ See a detailed breakdown for each security you hold in every account 🚀 Quick Start Tips 1️⃣ Log in to your WealthSimple account 2️⃣ Click the extension icon to see an overview of your yearly payouts from WealthSimple! 🔐 Privacy Concerns We do not collect or store your data! The extension only works once you are logged into WealthSimple. It then fetches your holdings data on your behalf and estimates the dividend yield.

3.5 out of 54 ratings

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Review's profile picture

Aditya PrabhuApr 10, 2024

The extension effectively provides an estimate of annual income, significantly simplifying the process for me by eliminating the need for manual data entry unlike other apps/extensions I have tried. However, I would appreciate the addition of features that allow me to view my dividend yield percentage and yield on cost percentage. I am eager to see what new features will be introduced in the coming months.

1 person found this review to be helpful
Review's profile picture

Kristopher SauvageotMar 28, 2024

Great idea, could use some additional functionality. Would be nice to see date breakdowns for dividends (by month/stock). Not sure if it's fully accurate, feels slightly off but could be wrong.

1 person found this review to be helpful
Replier's profile picture

MichaelDeveloperMar 28, 2024

Hi Kristopher, thank you for using the extension! Dividend break down by stock and month is the next feature I'm planning to build so stay tuned! The dividend is not 100% accurate since the extension doesn't have the full history of your holdings throughout the year, so it estimates based on the quantity of the holdings at the moment, and the dividend payout history of the specific holding throughout the year. We may revisit the algorithm in the future to make it more accurate as well!

Review's profile picture

Jane DangJan 5, 2024

It doesn't work. I have 4 years of data on Wealthsimple. The website timed out before this extension finished collecting the data. Neat idea but I had to delete it as it won't work

Replier's profile picture

MichaelDeveloperJan 25, 2024

Hi Jane, thank you for giving the extension a try and leaving the feedback! It's definitely still an early stage project (don't worry, your data is still safe and never stored) and can be prone to bugs. I will take a look at this issue.

Details

  • Version
    4.0.0
  • Updated
    April 17, 2024
  • Offered by
    dychi1997
  • Size
    354KiB
  • Languages
    English
  • Developer
    Email
    caffein.dev@gmail.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

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