Everything you need to import your portfolio data, add your holdings, and run your first AI pipeline — with step-by-step instructions for Wealthsimple, Questrade, Robinhood, IBKR, and more.
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Alphenzi gives you institutional-grade portfolio analytics — weekly alpha vs SPY, AI-mapped news impact, drawdown monitoring, and an AI copilot that knows your exact holdings. Here's what you'll set up and in what order.
Export your weekly portfolio value from your brokerage and upload it as an Excel file. This powers alpha, drawdown, and volatility charts.
Upload Data guide →Enter each stock or ETF you hold — ticker, number of shares, average cost per share. Alphenzi fetches live prices automatically.
Add Holdings guide →Every Monday: refresh the dashboard to see your latest alpha vs SPY, drawdown vs your rulebook thresholds, and portfolio risk board.
Dashboard guide →Start the AI pipeline from the sidebar. In 1–2 minutes it generates recommendations, news impact analysis, and a portfolio copilot briefing.
AI Pipeline guide →Alphenzi needs two types of data from you — your portfolio history (for performance analytics) and your current holdings (for live prices and AI analysis). These come from different places in your brokerage.
Ready to start? Sign up free — Observer tier gives you the dashboard, holdings tracking, and one AI pipeline test run at no cost. Upgrade to Analyst for the 7-day free trial.
Your portfolio history is a spreadsheet with weekly total portfolio values. Alphenzi uses this to calculate weekly alpha vs SPY, drawdown, rolling volatility, and the performance charts. Select your brokerage below for step-by-step export instructions.
Wealthsimple Trade and Wealthsimple Invest both provide account performance history. Here's how to get your weekly values.
Log in at my.wealthsimple.com or the mobile app. Select the account you want to track (TFSA, RRSP, Personal, etc.).
On the web app: click your account → Activity tab for transaction history. For portfolio value, click the Performance chart and hover on the end of each Friday to read the total value.
In Alphenzi, go to Upload Data in the left sidebar. Click Download Template. Open it in Excel or Google Sheets.
For each Friday going back as far as you want (minimum 4 weeks recommended, ideally 1 year), enter the date (YYYY-MM-DD) and your total portfolio value in CAD. Leave the SPY benchmark column blank — Alphenzi fetches that automatically.
Back in Alphenzi, go to Upload Data and drag your completed Excel file into the upload area. Click Import. The dashboard populates in seconds.
If you want a full transaction log for your records: Wealthsimple Web → Activity → filter by date range → click the Download icon (CSV). This is not required by Alphenzi but is useful for building your own cost-basis spreadsheet.
Questrade's Activity Report gives you a date-stamped account value history you can use to fill the Alphenzi template.
Go to login.questrade.com and sign in. Navigate to My Accounts from the top menu.
Click Reports in the top navigation, then select Account Activity. Set the date range (select your desired start date to today) and your account.
Click Download → select CSV. The file contains daily balance history. You'll use the Friday end-of-day values to fill the Alphenzi template.
Download the Alphenzi Excel template from Upload Data in the app. Copy your Friday dates and portfolio values into the template. Save as .xlsx and upload.
Robinhood provides account statements and tax documents but no direct weekly-value CSV. You'll use the performance graph to record your weekly values.
Log in at robinhood.com or on mobile. Go to your Portfolio view.
On Web: click your portfolio value chart, then switch to 1Y or All view. Hover over each Friday's data point to see the exact closing value. Record these in a spreadsheet.
For a full transaction record: Robinhood App → Account → Statements & History → Brokerage Statements. These are PDFs, not CSVs — they're useful for reference but not directly imported into Alphenzi.
Download the Alphenzi Excel template, fill in your Friday dates and USD portfolio values, and upload via Upload Data. Select USD currency in the upload form.
IBKR's Activity Statement is one of the most detailed exports available and is the easiest to use with Alphenzi.
Go to clientportal.ibkr.com and sign in. From the top menu, click Performance & Reports.
Click Statements → Activity. Set the period to Custom Date Range covering your desired history (e.g. past 1 year). Set the format to CSV.
Click Run Statement then Download. The CSV contains a Net Asset Value section with daily account totals in your base currency.
Copy the Friday dates and corresponding "Total" NAV values into the Alphenzi Excel template. Upload via Upload Data. IBKR accounts are typically USD — select USD in the upload form.
TD WebBroker provides account history and eStatements. Here's how to get the data you need for Alphenzi.
Go to webbroker.td.com and sign in with your TD credentials. Select your investment account from the account dropdown.
From the top menu, click Accounts → Holdings & Activity. Choose the Activity tab and set your date range.
Look for a Download or Export button (usually a spreadsheet icon). Download as CSV or Excel. Alternatively, access eStatements from Documents & Statements — monthly statements show your end-of-month portfolio value.
Use the Friday portfolio values to fill the Alphenzi Excel template. TD accounts can be CAD or USD — match the currency to the account's base currency in the upload form.
Already track your portfolio in a spreadsheet? Great — you're halfway there. Here's the exact format Alphenzi expects and how to map your columns.
| Column name | Format | Required? | Description |
|---|---|---|---|
| date | YYYY-MM-DD | Required | The Friday (or last trading day) of each week |
| total_value | Number (e.g. 48250.00) | Required | Your total portfolio value in your base currency (no $ symbol) |
| cost_basis | Number | Optional | Total amount invested to date. If omitted, Alphenzi uses the first week's value as baseline. |
| benchmark_return | Decimal (e.g. 0.0123) | Optional | SPY weekly return. If left blank, Alphenzi fetches this automatically from Yahoo Finance. |
| currency | CAD or USD | Optional | Can also be specified in the upload form instead of per-row. |
Download from Upload Data → Download Template. Keep the header row exactly as-is — column names are case-sensitive.
Each row = one Friday (or last trading day of the week). Go back as far as you have data — minimum 4 weeks for alpha calculations, ideally 26–52 weeks for full metrics.
File → Save As → Excel Workbook (.xlsx). In Alphenzi, go to Upload Data, drag in the file, and click Import. Processing takes a few seconds.
Every Monday, open your tracker, add last Friday's closing value, save the file, and re-upload. The dashboard updates with the new week's data in seconds.
Got your data ready? Go to Upload Data in the app and drag in your Excel file. The dashboard populates in seconds. Then add your holdings to unlock live prices and AI analysis.
Open Upload Data →Holdings are the stocks and ETFs you currently own. You enter them manually — Alphenzi then fetches live prices from Yahoo Finance every time you refresh, calculates day/week/month changes, and uses your holdings for AI analysis.
Click Holdings in the left sidebar. You'll see a list of your current positions (empty if you haven't added any yet) and an Add Holding button.
In a separate tab, open your brokerage and navigate to your positions / portfolio view. You need three numbers per holding: ticker symbol, shares held, average cost per share.
Click Add Holding in Alphenzi. Enter the ticker (e.g. NVDA, SHOP.TO, XIC.TO), shares, and average cost. Select CAD or USD to match how you bought the stock. Click Save.
.TO to the ticker (e.g. RY.TO for Royal Bank, XIU.TO for iShares S&P/TSX 60). For TSX Venture, use .V.Add each stock, ETF, or fund you hold. Alphenzi supports any ticker available on Yahoo Finance — TSX, NYSE, NASDAQ, TSX Venture, and most international exchanges.
Once all holdings are added, click Refresh at the top of the Holdings page. Alphenzi fetches current prices from Yahoo Finance and calculates your portfolio weights, unrealized P&L, day change, and more.
I own fractional shares. What do I enter?
Enter the exact fractional amount (e.g. 1.735 shares). Alphenzi handles decimal share counts.
My average cost is in USD but the stock trades in CAD. What do I do?
Select the currency that matches how your brokerage reports the cost (the currency you paid in). Alphenzi handles the FX conversion at the portfolio level using live CAD/USD rates.
Do I need to update holdings when I buy or sell?
Yes. After a trade, update your holding's share count and average cost to reflect the new position. For sells, either update the share count or delete the holding if fully exited.
Observer tier is limited to 5 holdings. What counts?
Each individual ticker counts as one holding. Upgrade to Analyst (7-day free trial) for unlimited holdings. Your holdings data is preserved when you upgrade or downgrade.
Need unlimited holdings? The Observer tier is limited to 5. Analyst gives you unlimited holdings plus full AI features with a 7-day trial.
Start free trial →The Weekly Dashboard is your primary Monday-morning view. It combines your uploaded portfolio history with live prices and AI analysis into a single command center. Here's what each section means.
How much you outperformed (or underperformed) the S&P 500 this week. Positive alpha means your portfolio beat the index. The "4W Rolling Alpha" smooths out single-week noise. "Cumulative Alpha" shows your lifetime edge vs SPY since your first data point.
How far your portfolio has fallen from its highest-ever value (the "peak"). A drawdown of -5% means you're currently 5% below your all-time high. This is compared against your Rulebook thresholds: the Defensive level (where you should start reducing risk) and the Hard Stop (your absolute exit threshold).
Four charts you can swipe or scroll through: Portfolio Value vs Peak, Drawdown vs Rulebook, Rolling Alpha, and Rolling 8W Volatility. These are all calculated from your uploaded weekly data. They update each time you add a new week's data.
Four risk scores (Concentration, Drawdown, Volatility, News Shock) each rated 0–100 and classified as Low / Moderate / High / Critical. These are generated by the AI pipeline after it reads your holdings, portfolio data, and recent news.
Prioritized action items generated from the AI pipeline: BUY, HOLD, or TRIM signals for your holdings, ranked by urgency. "Act Now" items are the highest conviction, time-sensitive signals. "Monitor" items are lower priority watches.
The CNN Fear & Greed Index shown live — a broad market sentiment gauge from 0 (Extreme Fear) to 100 (Extreme Greed). Not portfolio-specific, but useful context for interpreting your alpha and drawdown in the current macro environment.
Go to Upload Data → Manual Week Entry (or re-upload your updated Excel). Takes 30 seconds.
Click Refresh on the dashboard. Alpha, drawdown, and all charts update in seconds.
Click "Restart AI Pipeline" in the sidebar. In 1–2 minutes, the risk board, execution queue, and recommendations all regenerate with the latest data and news.
Go to AI Copilot and ask any question about your portfolio. It now has the latest context from step 3.
The AI pipeline reads your portfolio data, current holdings, live news, and risk state to generate three AI summaries: a dashboard briefing with recommendations, a portfolio-mapped news impact summary, and an AI Copilot context brief. All three are used across the app.
Depends on AI provider load. Progress is shown in the sidebar.
Run every Monday after uploading last week's portfolio value. Restart any time news breaks.
Observer gets one free full pipeline run. Analyst (7-day trial) gives unlimited runs.
In the left sidebar, find the AI Pipeline section. It shows three indicators: Dashboard, News, and Assistant — each lights up green when its summary is ready.
The button triggers all three AI summaries in parallel. A progress indicator ("AI Warming...") appears. The pipeline runs in the background — you can navigate to other pages while it works.
As each summary completes, its indicator turns green and the dashboard, news, and copilot sections populate with AI content. The sidebar shows "AI Ready" when all three are done.
Weekly Dashboard → AI Risk Board, Execution Queue, Recommendations, Buy Watchlist
News Flow → AI news impact mapped to your holdings
AI Copilot → Portfolio-aware chatbot with full context
Use Restart AI Pipeline to regenerate all summaries (e.g. after news breaks mid-week, or after uploading new data). Use Clear AI Pipeline to reset all summaries and start fresh.
Alphenzi uses a provider chain: Gemini (Flash) → OpenAI (GPT-4o mini) → Deterministic fallback. If the primary AI is unavailable, the next in line activates automatically. You can see the active provider in the AI mode label on the dashboard.
Command tier users get GPT-4o (full model) instead of mini — higher quality analysis, especially for complex portfolio questions in the AI Copilot.
Ready to run your first AI pipeline? Start the 7-day Analyst trial and unlock unlimited AI pipeline runs, recommendations, and the full AI Copilot.