Overview
TFSA (Wealthsimple) · Feb 2024 – Apr 2026 · 27 months tracked
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Full journey: WS TFSA (Feb 2024) → Questrade (Jun 2025) → back to WS TFSA (Nov 2025). Jan 2026: TSLA partial sell, new IREN buys, XEQT/QQC ETF accumulation. Apr 2026: POET CALL closed for +$768 gain, CCO (Cameco) initiated.
Portfolio Value
$20,864
ACB basis — refresh for live
Total Contributed
$20,475
TFSA · Feb 2024 – May 2025
2024 Net Realized
+$1,914
↑ TFSA · No tax event
2025 Net Realized
−$1,306
↓ Volatile Jan–May trades
Total Dividends
$619.60
2024–2025 · MSTY, BITX, MSTX, MSTX
Current Platform
Questrade
Transferred Jun 10, 2025
Cumulative Contributions — Full Period
Transferred Holdings (ACB)
Milestones
2027
Short-term targetSet below
2030
Medium-term targetSet below
2038
Long-term targetSet below
Holdings
Dec 2025 holdings · Mix of TFSA positions & Questrade ACB carried forward
ℹ️
Portfolio returned to Wealthsimple TFSA in November 2025. ACB is carried forward from Questrade. Enter current prices below to see live unrealized P&L.
TickerCompanyPlatformShares ACB / ShareTotal ACBCurr. PriceMkt ValueP&L
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Transactions
Full history — Feb 2024 to Apr 2026
Realized P&L
All closed trades · ACB method · All TFSA — no capital gains tax · Estimates flagged
2024 Net Realized
+$1,914
57 trades · Nov was the big month
2025 Net Realized
−$3,426
22 trades · Jan–May + Nov–Dec
Monthly P&L — Full Period
⚠️ Nov–Dec 2025 P&L uses estimated ACBs (Questrade ACB carried forward). Exact figures depend on any buys made on Questrade Jul–Oct 2025 that aren't in these statements. All trades are TFSA — no tax applies.
✓ All realized gains and losses occurred inside your TFSA — no capital gains tax applies to any of these trades.
Contributions
TFSA · Full period Feb 2024 – Apr 2026
TFSA — 2024 Total
$16,625
Feb–Dec · 11 months · Large Feb/Mar
TFSA — 2025 + 2026 YTD
$5,701
Jan–May 2025 + Nov 2025–Apr 2026
RRSP — Common Wealth
Add from annual statement
Monthly Contributions — Full Period
Update RRSP Balance (Common Wealth)
Import More Data
Add future monthly statements. Same Wealthsimple or Questrade CSV format.
Monthly Statement CSV(s)
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