The Best Interactive Brokers Portfolio Tracker: 50+ Features Beyond PortfolioAnalyst
Your money stays at Interactive Brokers. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with IRAs, 401(k)s, and brokerage accounts.
Interactive Brokers Platform Frustrations Are Real
IBKR is a powerful brokerage, but portfolio analysis shouldn't require a manual. If any of these sound familiar, you're not alone.
PortfolioAnalyst is powerful but overwhelming
IBKR's PortfolioAnalyst has capabilities but is buried behind a complex interface. Users report spending more time learning the tool than analyzing their portfolio. Stock Unlock surfaces the same insights automatically with an intuitive dashboard that works on iOS, Android, and web.
Information overload without scoring
IBKR provides massive amounts of data but no built-in scoring system to synthesize it. Users must manually interpret dozens of metrics across valuation, profitability, financial health, growth, dividends, management, and analyst consensus. Stock Unlock's 7 Stock Score categories do this automatically for every holding.
Limited built-in dividend forecasting
IBKR shows dividend history for individual stocks but doesn't project future portfolio income. No 12-month income forecasting, no dividend safety scoring, no payout sustainability analysis. Stock Unlock forecasts your next 12 months of dividend income month-by-month with 35+ years of history per stock.
Difficult to get a simple portfolio overview
The Trader Workstation (TWS) is designed for professional trading. Getting a simple "how is my portfolio doing" view requires navigating multiple complex panels. Stock Unlock gives you performance tracking, diversification breakdowns, and portfolio health in one clean dashboard.
Limited built-in multi-broker combination support
PortfolioAnalyst can link external accounts, while many investors still prefer a simpler combined-portfolio workflow for ongoing monitoring. Stock Unlock connects to 30+ brokerages and merges everything into one Combined Portfolio view with unified allocation context.
Steep learning curve for non-professional users
IBKR platforms assume professional-level knowledge. Retail investors seeking simple portfolio insights are underserved. Stock Unlock gives you dividend forecasts, performance tracking, and diversification breakdowns automatically, no learning curve required.
Keep Interactive Brokers. Upgrade Your Investment Workflow.
Trade and custody stay at Interactive Brokers. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Interactive Brokers handles brokerage execution
- Orders, fills, custody, and cash movement remain at Interactive Brokers.
- You keep your existing Interactive Brokers 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 Interactive Brokers PortfolioAnalyst
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Interactive Brokers 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
PortfolioAnalyst buries performance metrics behind complex report generation. We surface them automatically, 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 Interactive Brokers 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 Interactive Brokers Portfolio on Mobile
Unlike PortfolioAnalyst, 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 Interactive Brokers for free
Click "Connect Brokerage" and select Interactive Brokers. 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 use Interactive Brokers for the low fees and global market access, but TWS is overwhelming for portfolio tracking. Stock Unlock gives me the analysis I need without the complexity. Finally, an interface designed for investors, not day traders."- Interactive Brokers customer & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Interactive Brokers 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 current holdings. We cannot execute trades or transfer funds.
Disconnect anytime
Revoke access from your Stock Unlock settings or directly from Interactive Brokers' third-party permissions.
Current holdings sync
Your Interactive Brokers holdings sync automatically via . Note: IBKR connection imports holdings only (no transaction history). You can manually add transactions or use CSV import.
Frequently Asked Questions
Does Stock Unlock work with my Interactive Brokers accounts?
Is it safe to connect my Interactive Brokers account?
What's free vs. paid?
Can I track Interactive Brokers alongside other brokerages?
How often does my Interactive Brokers portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Interactive Brokers account later?
What if I don't want to connect my brokerage?
Is Stock Unlock easier to use than TWS or PortfolioAnalyst?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Interactive Brokers Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Interactive Brokers free. Keep your data forever.
Connect Interactive Brokers FreeNo credit card required. 30-day money-back guarantee on paid plans.