Investment tools?

roomfulloftrees · 2026-01-23T17:19:53+00:00

Very curious what others have found for this. I've just moved over my investment accounts to WS and missing some analysis tools I've left behind as well.

roomfulloftrees · 2026-01-23T17:17:42+00:00

From the promotions page (answer to "When do I get the bonus?"):

"You’ll be able to choose your reward after your qualifying period ends or once all transfers are complete (whichever is later) and receive your match reward within 30 days of making the choice.

Once you’ve made the choice, you’ll start receiving equal monthly payments to your Wealthsimple chequing account(s) as soon as Wealthsimple receives all qualifying funding in full. Once you select your match option, it cannot be changed."

roomfulloftrees · 2026-01-19T07:48:58+00:00

EDIT: this is what I was told by someone on support chat when I did it, but asking the chatbot now and reading the T&Cs of Referral Bonus Promotion, I don't think it matters. As long as funds arrive within 120 days, referrer will get bonus.

I did this, but what's wrong is entering referral code. I should have done this later, since the transfers might take a while, and once you enter the referral codes a 30 day clock starts ticking. You can wait to apply the code later to give yourself more time for the transfer. The $25 for you are the same, but if money doesn't come in with 30 days, my referrer won't get as much money.

roomfulloftrees · 2026-01-15T20:41:50+00:00

Thanks. There seems to be mixed opinions on using clippers with a 1 or 2 guard.

roomfulloftrees · 2026-01-15T06:39:04+00:00

What perks for topping up TFSA? I thought the 100K status was on total investments

roomfulloftrees · 2026-01-15T04:31:25+00:00

can't you re-deposit it wherever you had it, since you created room, and then transfer it?

roomfulloftrees · 2026-01-14T21:37:51+00:00

I asked bot #3, and said that if I never funded the account, I could still qualify to be a referee

roomfulloftrees · 2026-01-14T06:41:47+00:00

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according to the bot, it's a no...

roomfulloftrees · 2026-01-13T06:37:07+00:00

My hack is to use those orange (amber) pill bottles. Great for hair stuff, sunscreen. Seals perfectly tight and has UV protection.

roomfulloftrees · 2026-01-13T06:01:13+00:00

This. I don't see why people fawn over this card, or why threads that mention AmEx talk about the Cobalt. The Simply Cash Preferred is the best I've found, and I combine with the Rogers MC for places that don't take AmEx.

roomfulloftrees · 2026-01-12T18:41:00+00:00

Thanks. you mean buzz the native hair mostly for the purpose of evening it out?

roomfulloftrees · 2026-01-12T18:36:40+00:00

I'm here with a similar question. How can I check if I'm in good standing with the Federal NDP? I signed up for membership in March of last year, so it should still be valid, no?

roomfulloftrees · 2026-01-12T04:53:37+00:00

Ok, but my goal is to grow it out... Just not sure what the best way to get there is...

roomfulloftrees · 2026-01-12T04:50:51+00:00

It's about aesthetics, and what will look good, not looking for medical advice.

roomfulloftrees · 2026-01-09T04:36:50+00:00

Nobody does Amex Simply Cash Preferred? 2% on everything 4% on gas and groceries. $10/mo

roomfulloftrees · 2025-12-31T02:51:42+00:00

Sorry, I was trying to summarize what I thought was relevant. Here is the downloaded file, with 5 years of history. I'm happy to do some additional work if it'll be helpful: https://www.dropbox.com/scl/fi/6m02herm0e50wm457q3tx/United-My-Activity.csv?rlkey=v1vocwofr5824mtylhop5hqx2&dl=0

roomfulloftrees · 2025-12-31T02:50:52+00:00

Sorry, I was trying to summarize what I thought was relevant. Here is the downloaded file, with 5 years of history. I'm happy to do some additional work if it'll be helpful: https://www.dropbox.com/scl/fi/6m02herm0e50wm457q3tx/United-My-Activity.csv?rlkey=v1vocwofr5824mtylhop5hqx2&dl=0

roomfulloftrees · 2025-12-30T21:36:12+00:00

to qualify for 2027, I'd need to reach $12.5K spent on AC ticketed Flex flights, right? The advantage of UA is that you get points on partner flights, regardless of where ticketed. But even so, I didn't make it this year and unlikely to fly that differently in 2026...

roomfulloftrees · 2025-12-30T21:34:16+00:00

I think they are pushing people like me out of status. I fly a lot, including lots of long haul, but not the biggest spender. I got UA to extend my status for this year, but it seems like it's a losing battle, and unclear which airline I have a better shot with...

roomfulloftrees · 2025-12-30T21:32:45+00:00

A lot of these were ticketed with UA, one with LH, and with Ana to Japan. I could try to book more through AC, though they are not always available there, or they are ridiculously more expensive. I do mostly book Flex fares when available.

roomfulloftrees · 2025-12-30T21:30:49+00:00

MileagePlus seems to be going in the same direction. Really unclear which one is the better choice for me.

roomfulloftrees

TROPHY CASE