The Best AJ Bell Portfolio Tracker: 50+ Features Beyond MyWealth
Your money stays at AJ Bell. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with ISA, SIPP, and dealing accounts.
AJ Bell Platform Frustrations Are Real
According to reviews on Trustpilot, app stores, and investor forums, these limitations have been reported repeatedly. If any sound familiar, you're not alone.
Portfolio-level performance workflow can feel limited
AJ Bell shows individual asset performance, but many investors want a more dedicated portfolio-level growth workflow over time. Stock Unlock is designed for consolidated performance analysis across holdings.
Benchmarking depth can vary by use case
Want to compare your portfolio performance against the FTSE 100, All-Share, or a simple 60/40 mix? AJ Bell benchmarking options may differ from the portfolio-level comparisons some investors want.
Forward dividend planning can require extra tooling
AJ Bell shows past dividends but may not project future income in the same depth. There's no total projected dividend yield, no monthly cash flow forecasts, and no way to plan your income stream for the coming year. Dividend investors often want more forward-planning context.
Stock screening is limited to basic filters
AJ Bell's share screener only lets you filter by sector and region. You can't screen individual stocks by P/E ratio, dividend yield, market cap, or growth metrics. Stock Unlock's screener offers 85+ filters across 100,000+ stocks on 70+ exchanges, covering valuation, profitability, dividends, and more.
Fundamental analysis is left entirely to the investor
AJ Bell shows raw financial ratios but provides no scoring, rating, or guidance on whether a company's fundamentals are strong or weak. Investors must interpret everything themselves with no quick-glance health indicators. Stock Unlock's Stock Scores rate every company across 7 categories, giving you an instant visual summary so you can spot opportunities and red flags in seconds.
Mobile app limitations vs web
The AJ Bell mobile app does not always mirror the same workflow depth as the web platform. Some features are easier to access on desktop workflows than mobile. Stock Unlock offers full feature parity across web, iOS, and Android.
Cross-broker views need a separate dashboard
If you have investments across multiple institutions, many investors use a separate combined-portfolio dashboard. Stock Unlock connects to 30+ brokerages and works on iOS, Android, and web.
Keep AJ Bell. Upgrade Your Investment Workflow.
Trade and custody stay at AJ Bell. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
AJ Bell handles brokerage execution
- Orders, fills, custody, and cash movement remain at AJ Bell.
- You keep your existing AJ Bell account workflows.
- Stock Unlock is not a brokerage.
Stock Unlock handles portfolio intelligence
- Portfolio health diagnostics and Stock Scores across holdings.
- Dividend forecasting with forward income visibility.
- Investment discovery with powerful screening workflows.
Stock Unlock vs AJ Bell
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
AJ Bell shows basic dividend data. We show you the complete picture: 12 months of projections, past payment history, growth trends, and sustainability analysis.
- 12-month forward projections by month
- 35+ years of dividend history per stock
- Dividend growth trends year-over-year
- All-time dividend payout history chart
- Payout ratio and sustainability scores
- And more in the live demo →
True Performance Tracking
AJ Bell's basic platform lacks the performance tracking serious investors need. We give it to everyone, for free during your 15-day trial. See how your portfolio actually performed, accounting for the timing of your deposits and withdrawals.
- Time-weighted return (compare against benchmarks fairly)
- Money-weighted return (see your actual dollar gains)
- Returns with and without dividends reinvested
- And more in the live demo →
Portfolio Health at a Glance
Most imported holdings in your AJ Bell account get a Stock Score: visual indicators across 7 categories. Spot overvalued stocks, dividend risks, and quality issues before they become problems.
- Valuation, Profitability, Financial Health, Growth
- Dividends, Management, Analyst consensus
- Green is good, red means look closer
- And more in the live demo →
Every Portfolio Feature You Need
50+ portfolio features across 6 tabs. Here's what's included.
AI Portfolio Analysis
LLM-generated analysis of your portfolio with investment insights and recommendations.
Events Calendar
Earnings releases, dividend payments, ex-dividend dates, SEC filings, your transactions.
Combined Portfolio View
Merge multiple portfolios into one unified view. See total net worth across your linked accounts.
Copy & Test Scenarios
Duplicate portfolios and make edits to test different investment scenarios.
Sample Portfolios
Create demo portfolios with historical transactions to backtest strategies.
Portfolio Wrapped
Annual year-in-review with your best performers, trading stats, and highlights.
6 Diversification Views
Asset, industry, country, currency, exchange, and market cap breakdowns.
25+ Table Columns
Configurable position table with mini charts, scores, gains, and 12+ financial metrics.
Portfolio Metrics Widget
Weighted averages for P/E, dividend yield, ROE, margins, and more.
Insider Trading Activity
See when executives buy or sell shares in companies you own.
Position Notes
Add notes to any position. Remember why you bought and your thesis.
Multi-Currency Support
Track positions in different currencies with automatic conversion.
Track Your AJ Bell Portfolio on Mobile
Unlike AJ Bell Youinvest, Stock Unlock works everywhere. Check your portfolio, dividend income, and Stock Scores from your phone. Native apps for iOS and Android with full feature parity.
Mobile app - Portfolio
How It Works (And What It Costs)
Unlike most platforms that make you pay before connecting, we let you try everything first.
Create a free account
Sign up with your email. No credit card required. You immediately get access to our free tier: watchlists, limited stock analysis, and manual portfolio tracking.
Connect AJ Bell for free
Click "Connect Brokerage" and select AJ Bell. You'll authenticate securely via SnapTrade. Your credentials never touch our servers. This is free to do.
Get 15 days of automatic syncing
Your holdings, transactions, and dividends sync automatically for 15 days. Full access to all features. See exactly what you'd get as a paying subscriber.
Your data stays with you forever
After 15 days, automatic syncing pauses, but your portfolio data stays. You can continue tracking manually for free, or upgrade to Pro ($9/month) to keep auto-sync running.
Why We Do It This Way
Most portfolio trackers want your credit card before you connect a brokerage. We're confident enough in our product that we flip that model. Connect first, see the value, then decide if it's worth $9/month to you. We have a 30-day money-back guarantee too.
"I've been using AJ Bell for my ISA and SIPP for years, but their platform doesn't show a portfolio performance chart. Stock Unlock finally lets me see how my investments are actually doing over time and compare against benchmarks. Worth every penny."- AJ Bell investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to AJ Bell through SnapTrade, a financial data aggregator trusted by investment platforms worldwide.
Credentials never touch our servers
You authenticate through SnapTrade's secure flow. We only receive read-only connection access needed for portfolio data.
We can't trade or move money
Stock Unlock can only view your holdings and transactions. We cannot execute trades or transfer funds.
Disconnect anytime
Revoke access from your Stock Unlock settings or directly from AJ Bell's third-party permissions.
Full transaction history
Compared with some aggregator connections that may limit history windows, SnapTrade is designed to provide deeper historical imports for AJ Bell account connections.
Frequently Asked Questions
Does Stock Unlock work with my AJ Bell accounts?
Is it safe to connect my AJ Bell account?
What's free vs. paid?
Can I track AJ Bell alongside other brokerages?
How often does my AJ Bell portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my AJ Bell account later?
What if I don't want to connect my brokerage?
Does Stock Unlock show portfolio performance graphs that AJ Bell doesn't have?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your AJ Bell Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect AJ Bell free. Keep your data forever.
Connect AJ Bell FreeNo credit card required. 30-day money-back guarantee on paid plans.