The Best Hargreaves Lansdown Portfolio Tracker: 50+ Features Beyond Portfolio Analysis
Your money stays at Hargreaves Lansdown. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with eligible Hargreaves Lansdown accounts, including many Stocks and Shares ISA, SIPP, and Fund and Share Account setups. Holdings sync only.
Where Hargreaves Lansdown's Portfolio Tools Fall Short
Hargreaves Lansdown is one of the UK's largest investment platforms for private investors, with a well-regarded app and its own share research team. Many investors still want deeper portfolio analytics workflows than the built-in tools provide.
Portfolio Analysis shows where you are invested, not how healthy each holding is
HL's Portfolio Analysis tab breaks down your top holdings and asset allocation by sector and geography. Stock Unlock applies Stock Scores across 7 categories to most of your synced holdings, so you can check valuation, financial health, and dividend safety across your whole portfolio in one view.
Book cost against value is not a performance picture
HL's account screens show each holding's book cost against its current value, and the interactive share charts let you track profit and loss on individual shares. Stock Unlock backtests your current holdings as one portfolio over any date range you choose, with and without dividends.
Income investors want more than ex-dividend alerts
HL share alerts can tell you when a stock goes ex-dividend, and share pages list past payments. Many income investors also want a month-by-month estimate of what their Stocks and Shares ISA, SIPP, and Fund and Share Account holdings should pay over the next year. Stock Unlock builds that 12-month dividend forecast from your synced holdings.
Holdings at other platforms are not synced
HL's Linked accounts feature lets you view family members' HL accounts under one login, but it stops at HL. If you also invest with AJ Bell, Trading 212, or Interactive Brokers, Stock Unlock brings those holdings together with Hargreaves Lansdown in one Combined Portfolio view, on iOS, Android, and desktop browsers.
Keep Hargreaves Lansdown. Upgrade Your Investment Workflow.
Trade and custody stay at Hargreaves Lansdown. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Hargreaves Lansdown handles brokerage execution
- Orders, fills, custody, and cash movement remain at Hargreaves Lansdown.
- You keep your existing Hargreaves Lansdown 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 Hargreaves Lansdown Portfolio Analysis
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Hargreaves Lansdown lists dividend history and cover on each share page. We show the whole portfolio: 12 months of projections across all holdings, 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 →
Backtest Your Current Holdings
Once your Hargreaves Lansdown account is connected, see how your current holdings would have performed over time, with and without dividends. Transaction history is not available for Hargreaves Lansdown connections, so returns based on your actual trade timing need a separate manual portfolio where you enter trades or import them via CSV.
- Historical backtest of your current holdings
- Backtest with dividends added on each payment date
- Percent change over any date range you choose
- And more in the live demo →
Portfolio Health at a Glance
Most imported holdings in your Hargreaves Lansdown 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 Hargreaves Lansdown Portfolio on Mobile
Check your Hargreaves Lansdown holdings, 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 Hargreaves Lansdown for free
Click "Connect Brokerage" and select Hargreaves Lansdown. You'll authenticate securely via SnapTrade. Your credentials never touch our servers. This is free to do.
Get 15 days of automatic syncing
Your current holdings sync automatically for 15 days. Full access to all features. See exactly what you'd get as a paying subscriber. Transaction history is not available for Hargreaves Lansdown connections.
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 Hargreaves Lansdown 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. We cannot execute trades or transfer funds.
Disconnect anytime
Revoke access anytime from your Stock Unlock settings.
Holdings sync
SnapTrade syncs your current Hargreaves Lansdown holdings. Transaction history is not available for Hargreaves Lansdown connections.
Frequently Asked Questions
Does Stock Unlock work with my Hargreaves Lansdown accounts?
Is it safe to connect my Hargreaves Lansdown account?
What's free vs. paid?
Can I track Hargreaves Lansdown alongside other brokerages?
How often does my Hargreaves Lansdown portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Hargreaves Lansdown account later?
What if I don't want to connect my brokerage?
What does holdings-only mean for Hargreaves Lansdown?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready for a Better Hargreaves Lansdown Portfolio Tracker?
Join 100,000+ investors using Stock Unlock to track portfolios, forecast dividends, and make better decisions. Connect your Hargreaves Lansdown account free. Keep your data forever.
Connect Hargreaves Lansdown FreeNo credit card required. 30-day money-back guarantee on paid plans.