The Best Moomoo Portfolio Tracker: 50+ Features Beyond Moomoo's Built-In Tools
Your money stays at Moomoo. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with Moomoo brokerage accounts.
Moomoo Analytics Gaps Are Real
Moomoo is a solid brokerage for trading, but portfolio analytics and long-term investing tools have room to grow. If any of these sound familiar, you're not alone.
P/L Calculations Users Don't Trust
Many investors want deeper performance validation than a single gain/loss view. Stock Unlock offers 7 return calculation methods so you can review results from multiple angles.
Limited built-in dividend forecasting
Moomoo provides core dividend records, while income-focused investors often want deeper forward planning and payout-quality context. Stock Unlock provides dividend forecasting with long-run historical context and forward projections.
Limited built-in multi-factor stock scoring
Moomoo provides analyst ratings and some metrics but no systematic scoring across valuation, profitability, financial health, growth, dividends, management, and analyst consensus. Stock Unlock's Stock Scores cover all 7 categories at a glance.
Limited built-in unified multi-broker view
Investors with assets across multiple institutions often use a separate combined-portfolio dashboard. Stock Unlock connects to 30+ brokerages so you can see your complete portfolio in one place.
Limited Account Types
Moomoo primarily offers individual taxable accounts. If you have retirement accounts elsewhere, it can be harder to see your complete financial picture in one place. Stock Unlock tracks eligible supported account types across all your brokerages in a single combined view.
Stock Screener Focused on Trading Signals
Moomoo's screener emphasizes technical indicators and momentum. Missing deep fundamental filters for valuation, financial health, and growth analysis. Stock Unlock's screener offers 85+ filters across 170,000+ stocks and ETFs on 70+ exchanges.
Keep moomoo. Upgrade Your Investment Workflow.
Trade and custody stay at moomoo. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
moomoo handles brokerage execution
- Orders, fills, custody, and cash movement remain at moomoo.
- You keep your existing moomoo 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 Moomoo
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Moomoo 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
Moomoo's platform can be overwhelming to navigate, and advanced performance metrics are hard to find. We give clear performance tracking to everyone, 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 Moomoo 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 Moomoo Portfolio on Mobile
Unlike Moomoo's native app, Stock Unlock is designed specifically for portfolio analysis. 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 Moomoo for free
Click "Connect Brokerage" and select Moomoo. 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 Moomoo for the commission-free trades and real-time data, but the portfolio tracking is basic. Stock Unlock gives me the dividend forecasting and performance analytics I was missing. Now I have the best of both worlds."- Moomoo investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Moomoo 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 Moomoo's third-party permissions.
Full transaction history
Compared with some aggregator connections that may limit history windows, SnapTrade is designed to provide deeper historical imports for Moomoo account connections.
Frequently Asked Questions
Does Stock Unlock work with my Moomoo accounts?
Is it safe to connect my Moomoo account?
What's free vs. paid?
Can I track Moomoo alongside other brokerages?
How often does my Moomoo portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Moomoo account later?
What if I don't want to connect my brokerage?
Can I use Stock Unlock if I want to move to a brokerage with IRAs later?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Moomoo Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Moomoo free. Keep your data forever.
Connect Moomoo FreeNo credit card required. 30-day money-back guarantee on paid plans.