#3.5 / 4 rate

WealthSimple Dividend Tracker

70 users

2023-10-31

dychi1997

[email protected]

Extension Information

5 star

25%

4 star

50%

3 star

2 star

1 star

25%

Supported Languages

Permissions

Hot Permissions

Description

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.

Reviews

Aditya Prabhu

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.

Kristopher Sauvageot

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.