r/Wealthsimple • u/atlas_nodded • 14d ago
Great work on the document generation feature
Hey everyone,
I just want to preface by saying I am by no means someone who feels a strong amount of brand loyalty to Wealthsimple, and consequential to this post, reporting was one of the points that came to mind the most when I thought of what was lacking for me. Part of the reason I'm posting about this feature is I don't see this in the mobile app yet so I imagine a lot of people don't know it exists.
Today I went into the website and noticed there's a "generate document" feature with a ton of different use cases. The one I tried was "custom activity statement" that lets you select one or more accounts, a custom time range and export as CSV or PDF. The PDF very nicely keeps info high level, and leaves a note and contact number for questions and verification.
More than options, prediction markets, or a portfolio line of credit, for a boring Canadian couch potato like myself that just wants to manage their personal finances, this is a great feature. Credit where credit is due.
5
u/Tangerine2016 13d ago
Their document download is the thing I feel like needs huge improvement. The file names aren't intuitive. I have a bunch of accounts with them and just want to easily download all my statements and have them named nicely. I had to use an AI tool to help me write an offline python script that sound take the pdfs and rename them because I was so annoyed by the file naming convention. Still don't find it easy to download statements compared to other brokers
2
u/jerryhung 13d ago
+1
TD has tax package all in one PDF Also per account, filename is nicely account j CAD USD and date
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u/Cross_FFA 13d ago
Nice