The Best Edward Jones Portfolio Tracker: 50+ Features Beyond Online Access
Your money stays at Edward Jones. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Supports eligible Edward Jones connections, including many IRAs and brokerage accounts.
Where Online Access Falls Short for Hands-On Investors
Edward Jones is built around your financial advisor and a local branch relationship. Online Access shows balances, performance, and goals well, but it wasn't designed for running your own deeper portfolio analysis.
Built for account monitoring, not deep analysis
Online Access focuses on balances, activity, and goal tracking with your advisor. Stock Unlock adds a dedicated portfolio analytics workflow so you can dig into your own holdings from day one.
No client-facing stock scoring or screener
Online Access doesn't include a stock scoring system or a screener for clients. Stock Unlock scores each holding across 7 categories and lets you screen 170K+ stocks and ETFs on your own criteria.
Dividend income isn't projected forward
Online Access shows your holdings and activity, but doesn't forecast future dividend income. Stock Unlock projects the next 12 months and adds 35+ years of dividend history per stock.
One analytics view across every device
Your accounts live in Online Access and the Edward Jones app for monitoring. Stock Unlock keeps the same portfolio analytics consistent across iOS, Android, and desktop browsers so you review the same signals anywhere.
Keep Edward Jones. Upgrade Your Investment Workflow.
Your advisor relationship, custody, and trades stay at Edward Jones. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Edward Jones handles advice, custody & execution
- Your financial advisor, custody, and trade execution stay at Edward Jones.
- You keep your existing Edward Jones accounts and Online Access.
- Stock Unlock is not a brokerage or financial advisor.
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 Edward Jones Online Access
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Online Access shows dividend activity in your accounts. 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
Online Access shows account performance, but depth can vary by account type and advisory program. 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 Edward Jones 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 Edward Jones Portfolio on Mobile
The Edward Jones app is built for account monitoring. Stock Unlock puts full portfolio analytics in your pocket: check performance, 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 Edward Jones for free
Click "Connect Brokerage" and select Edward Jones. 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 Edward Jones 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 Edward Jones's third-party permissions.
Transaction history included
SnapTrade provides up to 1.5 years of transaction history plus your current holdings for supported Edward Jones connections.
Frequently Asked Questions
Does Stock Unlock work with my Edward Jones accounts?
Is it safe to connect my Edward Jones account?
What's free vs. paid?
Can I track Edward Jones alongside other brokerages?
How often does my Edward Jones portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Edward Jones account later?
What if I don't want to connect my brokerage?
How much Edward Jones 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 Edward Jones Portfolio Tracker?
Join 100,000+ investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect your Edward Jones account free. Keep your data forever.
Connect Edward Jones FreeNo credit card required. 30-day money-back guarantee on paid plans.