Wealthsimple Trade Overview

Wealthsimple Trade is a user-friendly stock portfolio management software designed to help investors manage and track their investment portfolios with ease. Ideal for both beginner and experienced investors, Wealthsimple Trade offers a straightforward platform to buy, sell, and track stocks, ETFs, and cryptocurrencies. The software provides real-time market data, portfolio performance analysis, and tax reporting tools, helping users make informed investment decisions. Wealthsimple Trade is designed with an intuitive interface, making it easy for users to execute trades and monitor their portfolios across multiple devices. The platform also offers commission-free trading, making it a cost-effective solution for active investors who want to minimize trading fees. Wealthsimple Trade’s investment tools allow users to set goals, track returns, and diversify their portfolios, while also providing valuable insights into market trends and asset performance. With its emphasis on simplicity, transparency, and accessibility, Wealthsimple Trade makes it easier for individuals to manage their investments and work towards their financial goals.

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Contact Details

  • Vendor Name Wealthsimple
  • Founded
  • Location Canada

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • FAQs/Forum FAQs/Forum

Training

  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Law Practice, Media

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Wealthsimple Trade Features

  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

Wealthsimple Trade Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • NA

Wealthsimple Trade FAQs

Wealthsimple Trade is a user-friendly stock portfolio management software designed to help investors manage and track their investment portfolios with ease. Ideal for both beginner and experienced investors, Wealthsimple Trade offers a straightforward platform to buy, sell, and track stocks, ETFs, and cryptocurrencies. The software provides real-time market data, portfolio performance analysis, and tax reporting tools, helping users make informed investment decisions. Wealthsimple Trade is designed with an intuitive interface, making it easy for users to execute trades and monitor their portfolios across multiple devices. The platform also offers commission-free trading, making it a cost-effective solution for active investors who want to minimize trading fees. Wealthsimple Trade’s investment tools allow users to set goals, track returns, and diversify their portfolios, while also providing valuable insights into market trends and asset performance. With its emphasis on simplicity, transparency, and accessibility, Wealthsimple Trade makes it easier for individuals to manage their investments and work towards their financial goals.

  • Yes, Wealthsimple Trade offers a free version.

  • Yes, Wealthsimple Trade offers a free trial.

  • No, Credit Card details are not required for the Wealthsimple Trade trial.

  • No, Wealthsimple Trade does not offer an API.

  • Wealthsimple Trade offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , FAQs/Forum

  • Wealthsimple Trade offers training with the following options:
    • Videos

  • Wealthsimple Trade supports the following languages:
    • English

  • Following are the typical users of the Wealthsimple Trade:
    • Self-Employed , Small-Business , Midsize-Business

  • Wealthsimple Trade supports the following deployment:
    • Cloud Hosted

  • Wealthsimple Trade supports the following devices and operating systems:
    • Web-Based