VestLens

VestLens is a portfolio integration for Claude and ChatGPT that shows Wealthsimple accounts and market data in Canadian dollars.

VestLens provides a read-only view of Wealthsimple accounts inside Claude and ChatGPT for Canadian investors. It connects through SnapTrade to display portfolio performance against major market indices like the S&P 500, Nasdaq-100, Dow, S&P/TSX, and XEQT. Users can ask questions in natural language to check asset allocation, holdings, activity, income, taxes, contribution room for TFSA and FHSA accounts, and upcoming earnings or dividends. All values are presented in Canadian dollars using Bank of Canada exchange rates for conversions. The system cannot place trades, move money, or access user passwords, ensuring account security while delivering calculated financial data and interactive views.

VestLens at a glance

Best for: Finance
Runs on: Web, macOS, Windows, Linux, iOS, Android, Chrome extension, API, VS Code, JetBrains
Pricing: Free during early access; optional Tax Pass planned for tax season 2027 at C$39 once.
Released: October 2026
Category: AI productivity tool
Website: vestlens.com

Key features

Connects to Claude and ChatGPT
Tracks performance against market indices
Displays TFSA and FHSA contribution room
Analyzes asset allocation and sector splits
Filters trades, deposits, and dividends
Shows upcoming earnings and dividend dates
Calculates withholding tax and fees

Use it for

Compare investment returns against the S&P 500
Check remaining TFSA and FHSA contribution room
Review asset allocation by sector and region
Track historical trades, dividends, and fees

Companions

Tools that articles about VestLens recommend using with it, each with its job.

Claude — Built to work with Claude.
ChatGPT — Built to work with ChatGPT.
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Make — Runs and manages Make scenarios from a conversation.
Figma — Brings design files and components into the chat.

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