The Best Alpaca Portfolio Tracker: 50+ Features Beyond Alpaca Dashboard
Your money stays at Alpaca. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with eligible Alpaca connections.
Alpaca Investor Frustrations Are Real
According to discussions on the Alpaca Community Forum and independent broker reviews, these analytics gaps have been reported repeatedly. If any sound familiar, you're not alone.
Dashboard is trading-first, not analysis-first
Alpaca's dashboard focuses on core account and trading data, while many investors want deeper long-term portfolio analytics. Stock Unlock provides 50+ portfolio features with a full visual dashboard, no coding required.
Headline gains can be hard to interpret after deposits and withdrawals
Users have reported $3,000+ discrepancies between their actual portfolio value and what the Alpaca dashboard displays. Stock Unlock imports your full transaction history via SnapTrade and calculates accurate portfolio values, cost basis, and returns.
Limited built-in dividend forecasting capabilities
Alpaca's native account workflows are trading-first, while many income-focused investors want deeper dividend-planning analysis. Stock Unlock provides forward dividend projections, long-run historical context, growth trends, and payout sustainability analysis.
Limited built-in sector, industry, and geographic diversification
Diversification analysis in trading-oriented dashboards can be limited for portfolio-level decision-making. Stock Unlock provides several diversification views so you can understand your exposure across holdings.
Limited built-in performance benchmarking and risk metrics
Alpaca's native analytics focus on core brokerage data, while many investors want deeper benchmark and risk-analysis workflows. Stock Unlock provides 7 return calculation methods, benchmark comparisons, and comprehensive performance tracking out of the box.
Limited built-in stock screener and fundamental scoring
Alpaca's native workflows are trading-first, and many investors still use separate tools for deep stock screening and fundamentals. Stock Unlock includes a screener with 85+ filters across 170,000+ stocks and ETFs, plus Stock Scores across 7 categories for every holding.
Keep Alpaca. Upgrade Your Investment Workflow.
Trade and custody stay at Alpaca. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Alpaca handles brokerage execution
- Orders, fills, custody, and cash movement remain at Alpaca.
- You keep your existing Alpaca 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 Alpaca's Native Tools
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Alpaca 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
Alpaca's API-first approach means no visual performance dashboard out of the box. We give you comprehensive tracking 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 Alpaca 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 Alpaca Portfolio on Mobile
Stock Unlock provides the visual dashboard Alpaca doesn't. 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 Alpaca for free
Click "Connect Brokerage" and select Alpaca. 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.
"Alpaca's API is great for algo trading, but I needed a visual dashboard to understand my portfolio. Stock Unlock gives me dividend forecasting, Stock Scores, and a view across my linked accounts without writing code."- Alpaca investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Alpaca 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 Alpaca's third-party permissions.
Full transaction history
Historical coverage depends on the brokerage connection and data made available through the provider. For many users, this includes extensive transaction history.
Frequently Asked Questions
Does Stock Unlock work with my Alpaca accounts?
Is it safe to connect my Alpaca account?
What's free vs. paid?
Can I track Alpaca alongside other brokerages?
How often does my Alpaca portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Alpaca account later?
What if I don't want to connect my brokerage?
Does Stock Unlock provide a visual dashboard that Alpaca's API doesn't?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Alpaca Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Alpaca free. Keep your data forever.
Connect Alpaca FreeNo credit card required. 30-day money-back guarantee on paid plans.