induction-axiom/ai-connector-for-your-wealthsimple

Private AI connector for your Wealthsimple

Ask Gemini, Claude, ChatGPT or any other MCP app about your Wealthsimple portfolio and activity, from a private connector that runs in your own Firebase project.

<picture> <source media="(prefers-color-scheme: dark)" srcset="docs/images/example-spending-dark.png"> <img alt="Simulated example: asked what you spent on your card in August, the AI answers $1,284 after refunds, most of it at the grocery store" src="docs/images/example-spending-light.png" width="560"> </picture>

• Yours alone. Each person deploys their own copy into their own Firebase project. Your data goes from Wealthsimple to your project to the AI app you connect, and nowhere else: there is no shared server, and the developer never sees it.
• Read-only. The AI gets three read tools. There is no trading, transfer or any other tool that changes your Wealthsimple accounts.
• One page to manage it. The dashboard shows your holdings, recent activity and connected AI apps, and is where you sign in to Wealthsimple.

<picture> <source media="(prefers-color-scheme: dark)" srcset="docs/images/overview-dark.png"> <img alt="Dashboard overview: Gemini and Claude can read your portfolio, with holdings shown as weights and returns since purchase, and recent activity" src="docs/images/overview-light.png" width="560"> </picture>

This project is unofficial and not affiliated with Wealthsimple. It reads Wealthsimple through the same private APIs its web app uses, which can change without notice. Wealthsimple is a trademark of Wealthsimple Technologies Inc.

Why this exists

I wanted to ask my AI app about my whole portfolio, not just part of it. Some brokers, such as Interactive Brokers, offer an official connector for that, but Wealthsimple doesn't.

Third-party platforms such as SnapTrade and BankSync can fill the gap, but they charge a subscription, and I don't trust them with my Wealthsimple sign-in, which can do far more than read. So