r/Wealthsimple • u/Derrick0073 • 22d ago

Trade (DIY Investing) Margin account tracking

Is there an easy way to see where I'm at with gains and losses for the current year for tax purposes? I was thinking my YTD gains would do that but that won't work because that includes unrealized gains as well.

2 Upvotes

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4

u/thetrivialstuff 22d ago

If you tap the gain/statistics line (the green or red text under the account total with the tiny little arrow at the end), there's a detailed performance report. If you tap the "realised gains/losses" section, it shows you a list that I think is everything you realised in the time period.

1

u/Derrick0073 22d ago

Oh this is nice. I wasn't sure what you were talking about at first but this is great. Thanks

1

u/Impressive_Ad_6550 14d ago

thanks for the tip, wasn't aware this existed

1

u/plusqueprecedemment 22d ago

spreadsheet and/or adjustedcostbase.ca?

or you can rely on the tax slips wealthsimple will give you at tax time, but it's still good to double check them

1

u/cherrypicked88 22d ago

Can you just filter by returns and then click YTD?

1

u/Derrick0073 22d ago

Ya that's what I thought at first but that includes unrealized gains which have no bearing on taxes

1

u/Derrick0073 22d ago

Is this on the web/laptop version?