The Best Citi Portfolio Tracker: 50+ Features Beyond Citi's Native Tools
Your money stays at Citi. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Supports eligible Citi connections, including Citi Self Invest brokerage and IRA accounts.
Where Citi's Investing Tools Fall Short
Citi is a trusted global bank. Its investing tools are built around banking and trading, so many investors still want deeper portfolio analytics than the native tools provide.
Investing tools are an add-on to banking
Citi Self Invest and Citi Personal Wealth Management sit inside your broader Citi banking relationship. That is convenient for trading, but portfolio analysis stays light. Stock Unlock gives you one dedicated portfolio analytics workflow from day one.
No dedicated cross-account portfolio view
Citi shows the holdings you keep at Citi, but it is not built to combine outside brokerages into one analytics view. Stock Unlock is designed for a clean cross-broker workflow once your accounts are connected.
Limited grouping for deeper analysis
Citi's native tools offer core balance and allocation views, but many investors still need custom grouping and a more actionable breakdown. Stock Unlock adds deeper diversification views for ongoing monitoring and faster decisions.
Consistent analytics on every device
Citi's investing views live inside the Citi Mobile App and online dashboard. Stock Unlock keeps your analytics workflow consistent across iOS, Android, and desktop browsers so you can review the same signals anywhere.
Keep Citi. Upgrade Your Investment Workflow.
Trade and custody stay at Citi. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Citi handles brokerage execution
- Orders, fills, custody, and cash movement remain at Citi.
- You keep your existing Citi 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 Citi'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
Citi 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
Citi offers portfolio performance views, but availability and depth can vary by account context and platform surface. Stock Unlock provides dedicated performance tracking from day one. 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 Citi 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 Citi Portfolio on Mobile
Unlike Citi's native tools, Stock Unlock is built for portfolio analytics on every device. 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 Citi for free
Click "Connect Brokerage" and select Citi. 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.
Secure, Read-Only Access
Stock Unlock connects to Citi 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 Citi's third-party permissions.
Transaction history included
SnapTrade provides up to 2 years of transaction history plus your current holdings for supported Citi connections.
Frequently Asked Questions
Does Stock Unlock work with my Citi accounts?
Is it safe to connect my Citi account?
What's free vs. paid?
Can I track Citi alongside other brokerages?
How often does my Citi portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Citi account later?
What if I don't want to connect my brokerage?
How much Citi transaction history does Stock Unlock import?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready for a Better Citi Portfolio Tracker?
Join 100,000+ investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect your Citi account free. Keep your data forever.
Connect Citi FreeNo credit card required. 30-day money-back guarantee on paid plans.