For Canadian investors, in Claude and ChatGPT
Your portfolio, in focus.
Ask Claude or ChatGPT how your investments are doing and get answers, with interactive views, built from your real positions: performance against the market, your TFSA and FHSA room, what trading cost you, and more.
VestLens can read your accounts. It can't trade or move money.
Read-only. Works with Wealthsimple through SnapTrade.
Early access Free during early access, and open to the first 50 people while we make sure every number is right.
How have I done against the S&P 500 since I started?
Read-only, always
VestLens can see your accounts. It has no way to place a trade or move money.
Numbers you can check
Built from what your brokerage reports. Anything converted is marked est. with the Bank of Canada date.
Your password stays yours
You sign in to your brokerage on SnapTrade's page, never in chat. VestLens never sees your password.
See it in 39 seconds
Your balance going up isn't your return. Watch VestLens take the deposits out and put a portfolio next to the S&P 500.
Sample portfolio, not a real account.
What you can ask
Ask in your own words. Get your real numbers back.
See it
Everything you hold, in one currency.
Overview
Every account in one view, in Canadian dollars, with today's change and your return this year.
Show me my portfolio.
Holdings
What you own across accounts, with cost, value and gain as your brokerage reports them.
What do I hold, and what's up the most?
Allocation
How your money splits by asset class, sector, region, currency and account.
How much of my portfolio is in US stocks?
Activity
Your trades, deposits, withdrawals, dividends and fees, filtered by account and type.
What did I buy and sell this month?
Income
Dividends and interest by month and by holding, with withholding tax.
How much did I earn in dividends this year?
Measure it
How it's done, against the market.
Performance
Your return with deposits taken out, per year once you have a year of history, against the S&P 500, Nasdaq-100, Dow, S&P/TSX or XEQT.
How have I done against the S&P 500 since I started?
Report card
How each holding did against the market since you bought it, what happened after you sold, and what currency conversion and fees cost you.
Give me my investing report card.
Holding check
One holding in depth: your return since you bought it against the same money in the S&P 500 and TSX, its share of your portfolio, and recent news.
How is XEQT doing for me?
Plan around it
Room and limits, checked against real holdings.
TFSA and FHSA room
How much contribution room you have left this year, from your own deposits and withdrawals.
How much TFSA room do I have left?
Limits
Limits you set, like no more than 10% in one stock, checked against your real holdings.
Keep any single stock under 10% of my portfolio.
Keep up
What moved, and what's coming.
News and movers
What moved in your portfolio and the news about your holdings.
Why did my portfolio drop today?
Calendar
Upcoming earnings and dividend dates for what you hold.
What earnings are coming up for my holdings?
Alerts
Material events since you last checked: unusual moves, important news, room you've gone over. Good for a scheduled task.
Anything I should know about my portfolio today?
How it works
Link once. Connect your assistant. Ask.
- 1
Link Wealthsimple
Sign in to VestLens, then link Wealthsimple on SnapTrade's page with read-only access.
- 2
Connect your assistant
Add VestLens to Claude or ChatGPT as a connector. See the steps.
- 3
Ask
Answers come with interactive views of your real accounts, and each figure says how it was worked out.
Numbers you can trust
We'd rather show a gap than a guess.
- One currency, honestly converted
- Everything is in Canadian dollars. Amounts converted from US dollars use the Bank of Canada rate and are marked est. with the rate's date.
- Missing means missing
- If your brokerage doesn't report a figure, you'll see that, not an estimate dressed up as a fact.
- Updated daily, not live
- Balances and holdings update once a day through SnapTrade, so they can be behind your Wealthsimple app. Today's change uses market prices, and new trades and deposits show up the next day.
- Investments only
- Closed accounts and credit products are listed separately and kept out of your investment totals.
- How each figure is worked out
- Every calculated figure has an info button that says how it was worked out.
What VestLens won't do
See it all. Touch nothing.
The limits are the point. A portfolio view that can't act on your accounts is one you can connect without worrying.
- Doesn't place trades. There's no buy or sell button anywhere in VestLens.
- Doesn't move money. No deposits, withdrawals or transfers.
- Doesn't give investment advice. It shows and explains what you hold. Decisions stay yours.
- Doesn't see your password. We keep what we need to show your portfolio: your SnapTrade connection (encrypted), accounts, holdings snapshots, activity, and the room details and limits you give it. You can download or delete it all from your Account page.
Questions
Which accounts can I connect?
Wealthsimple self-directed accounts (TFSA, FHSA, RRSP, non-registered and crypto), through SnapTrade. Managed Wealthsimple portfolios aren't available through SnapTrade, so they don't appear. More brokerages are coming.
Which assistants does it work with?
Claude, on any plan, on the web, desktop and mobile apps. ChatGPT, on plans that can add a custom MCP server (Pro, Business, and Enterprise or Edu). Developers can also use it in Codex. The connect page has the steps for each.
Is VestLens affiliated with Wealthsimple?
No. VestLens is independent. It reads your accounts through SnapTrade and is not endorsed by Wealthsimple.
Why doesn't my total match my brokerage app exactly?
Everything is in Canadian dollars. Amounts converted from US dollars use the Bank of Canada rate and are marked est. with the rate's date. Small differences from your brokerage's own conversion are expected. Turn on Original currencies to compare line by line.
Why is early access limited?
Each linked brokerage costs VestLens a monthly fee through SnapTrade, and we want to get every number right with a small group first. Early access is open to the first 50 people. When it's full, join the waitlist and we'll email you once, when a spot opens. Anyone can sign in and use the free TFSA page.
What does it cost?
VestLens is free. We're building an optional Tax Pass for tax season 2027 (C$39, once) with tax-time reports. Nothing is charged unless you choose it.
What do you keep, and can I delete it?
Your SnapTrade connection (encrypted), accounts, holdings snapshots, activity, and the room details and limits you give it. From your Account page you can download all of it or delete everything.