Wealthsimple Dividend Tracker
A 100% free Chrome extension that syncs with Wealthsimple to track dividends and interest, visualize yearly payout projections, and break down income by month and payout history—stored locally in the browser with no external data collection.
Client
Independent product (Chrome Web Store)
My Role
End-to-end product and engineering (solo): defined scope, designed UX, implemented data syncing and local storage, shipped ongoing releases, and maintained compatibility across account types.
Switch between Managed, Self-Directed, and Cash accounts to view estimated yearly dividends and interest payouts
Monthly breakdown of dividend and interest payments
Detailed payout history with filters (account types, specific accounts, securities)
One-click export for Cash account transactions (with expansion planned for other account types)
Privacy-first: all data stored locally in the browser; no collection or transmission to external services
- 1
Help Wealthsimple users track dividend and interest income in one place
- 2
Provide clear progress visibility toward financial independence via projections and breakdowns
- 3
Maintain strict privacy by keeping all synced data local to the user’s browser
- 4
Deliver a simple UX: log in to Wealthsimple, click extension, get insights
Defined an MVP around the highest-value user outcomes: projected yearly income + monthly breakdown + payout history
Implemented local-only storage and a privacy-first approach (no data collection or external transmission)
Built account-type switching and filtering to support real-world Wealthsimple setups
Shipped iterative releases driven by user feedback and edge-case fixes
Tech Stack
Technologies we used to build a robust and scalable solution
React
Node.js
MongoDB
AWS
Redux
TypeScript