WealthsimpleSimplify

A script used to grab and gather your transaction orders to determine how much you have invested into your Wealthsimple TFSA

Installation

python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt

Usage

source .venv/bin/activate
python wealthsimple_scraper.py

1. The script will open Chrome and navigate to Wealthsimple login
2. Log in to your account manually (cookies are saved for future runs)
3. Navigate to your TFSA account's Activity/Transactions page
4. Press ENTER in the terminal to start scraping
5. Wait for the script to scroll and collect all transactions
6. Enter any available cash balance when prompted (or 0 to skip)
7. Two CSV files will be generated

Features

• Cookie persistence: After first login, cookies are saved so you don't need to re-login each time
• Expired order detection: Limit buy orders marked as "Expired" are automatically excluded
• Cash balance tracking: Optionally add available cash to get accurate total contributions
• Contribution limit: Shows 2026 TFSA limit ($33,500) and remaining room

Output Files

Two CSV files are generated:

1. wealthsimple_tfsa_transactions_TIMESTAMP.csv - All transactions
2. wealthsimple_tfsa_transactions_TIMESTAMP_contributions_only.csv - Only contribution transactions

CSV Structure

Summary at the top includes:

• Total in stocks
• Total cash (if entered)
• Total contributions (stock + cash)
• 2026 TFSA contribution limit
• Remaining contribution room

Transactions listed oldest to newest with columns:

• Date, Symbol, Transaction Type, Category, Amount, Contribution Change, Running Total

Transaction Categories

Category	Transaction Types	Effect
ADD	Fractional buy, Recurring buy, Limit buy	Adds to contribution total
SUBTRACT	Transfer out	Subtracts from contribution total
SKIPPED	Expired limit orders	Not counted
EXCLUDED	Dividends, Deposits, Stock Lending, etc.	Tracked but not counted

Requirements

• Python 3.7+
• Chrome browser
• selenium>=4.0.0
• selenium-stealth==1.0.6