WealthSimple to Yahoo Finance CSV Converter

Instructions:

Step 1:

Export your transaction history from WealthSimple as a CSV file.



Step 1a:

Go to the user-settings Document page





Step 1b:

Click on "Request Documents" and choose `Holdings Report`.
note: I suggest selecting 1 account at a time as I ignore the account column in the CSV.

Step 2:

Upload the CSV file using the "Drag and drop" area above or by clicking to select the file or by copy and pasting the CSV into the input field and clicking "Process Textbox Input"

Step 3:

Once processed, click the "Download Result" button to get your converted CSV file for Yahoo Finance.

Step 4:

Import the downloaded CSV file into your Yahoo Finance account.

There are some example files in the `examples` folder you can use to test the converter.

Example WealthSimple Input CSV
Account Name,Account Type,Account Classification,Account Number,Symbol,Exchange,MIC,Name,Security Type,Quantity,Position Direction,Market Price,Market Price Currency,Book Value (CAD),Book Value Currency (CAD),Book Value (Market),Book Value Currency (Market),Market Value,Market Value Currency,Market Unrealized Returns,Market Unrealized Returns Currency TFSA,TFSA,Self-Directed,X,STO,TSX,XTSE,STOCK,EQUITY,7,LONG,300.44,CAD,1365.8,CAD,1365.8,CAD,4.339527,CAD,756,CAD TFSA,TFSA,Self-Directed,X,STT,TSX,XTSE,STOCK 2,EXCHANGE_TRADED_FUND,100,LONG,50.01,CAD,4870.13,CAD,4870.13,CAD,7800,CAD,5,CAD TFSA,TFSA,Self-Directed,X,GME,NYSE,XNYS,Gamestop Corporation (Class A),EQUITY,5000,LONG,23.5800,USD,177.53734375,CAD,129.9413378243130000000000,USD,117.8,USD,12.18243129,USD ,,,,,,,,,,,,,,,,,,,, As of 2026-01-28 23:02 GMT-05:00,,,,,,,,,,,,,,,,,,,,

Example Yahoo Finance Output CSV
Symbol,Current Price,Trade Date,Purchase Price,Quantity STO.TO,300.4400,20260129,192.44,7 STT.TO,50.0100,20260129,49.96,100 GME,23.5800,20260129,23.577599999999997,5000