The Best National Bank Direct Brokerage Portfolio Tracker: 50+ Features Beyond Wealthscope
Your money stays at National Bank Direct Brokerage. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Supports eligible National Bank Direct Brokerage connections, including many TFSA, RRSP, RESP, and non-registered accounts.
Where National Bank Direct Brokerage's Portfolio Tools Fall Short
National Bank Direct Brokerage is a strong brokerage, and it was the first Canadian bank-owned brokerage to offer $0 commission on online Canadian and U.S. stock and ETF trades. Many investors still want deeper portfolio analytics than the native tools provide.
Portfolio analysis is a separate subscription
Wealthscope, the portfolio analysis tool built into the National Bank Direct Brokerage platform, is a paid add-on after a 7-day trial and sits apart from your day-to-day account view. Stock Unlock gives you one dedicated portfolio analytics workflow from day one, with a free tier and 15 days of automatic syncing when you connect.
Performance views are spread across multiple tools
NBDB splits performance between the platform's performance tool and Wealthscope's benchmark ratings. Stock Unlock brings time-weighted and money-weighted returns, dividend income, and Stock Scores together in one place, across CAD and USD accounts.
Portfolio grades without the stock-level detail
Wealthscope grades your portfolio as a whole on dimensions like performance, downside protection, diversification, fees, and income. Stock Unlock adds Stock Scores across 7 categories for most imported holdings, plus deeper diversification breakdowns, so you can see which positions are driving the result.
Consistent analytics workflow across devices
NBDB's tools are spread across the online platform and the NBC Wealth mobile app. Stock Unlock keeps your analytics workflow consistent across iOS, Android, and desktop browsers so you can review the same signals anywhere.
Keep National Bank Direct Brokerage. Upgrade Your Investment Workflow.
Trade and custody stay at National Bank Direct Brokerage. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
National Bank Direct Brokerage handles brokerage execution
- Orders, fills, custody, and cash movement remain at National Bank Direct Brokerage, with $0 commission on online Canadian and U.S. stock and ETF trades.
- You keep your existing TFSA, RRSP, FHSA, and non-registered 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 National Bank Direct Brokerage's Wealthscope
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
National Bank Direct Brokerage 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
National Bank Direct Brokerage offers performance views and Wealthscope benchmark comparisons, but depth varies by tool and account. 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 National Bank Direct Brokerage 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 National Bank Direct Brokerage Portfolio on Mobile
Wealthscope is built into the NBDB online platform. 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 National Bank Direct Brokerage for free
Click "Connect Brokerage" and select National Bank Direct Brokerage. 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 National Bank Direct Brokerage 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 anytime from your Stock Unlock settings.
Transaction history included
SnapTrade provides up to 1 year of transaction history plus your current holdings for supported National Bank Direct Brokerage connections.
Frequently Asked Questions
Does Stock Unlock work with my National Bank Direct Brokerage accounts?
Is it safe to connect my National Bank Direct Brokerage account?
What's free vs. paid?
Can I track National Bank Direct Brokerage alongside other brokerages?
How often does my National Bank Direct Brokerage portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my National Bank Direct Brokerage account later?
What if I don't want to connect my brokerage?
How much National Bank Direct Brokerage 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 National Bank Direct Brokerage Portfolio Tracker?
Join 100,000+ investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect your National Bank Direct Brokerage account free. Keep your data forever.
Connect National Bank Direct Brokerage FreeNo credit card required. 30-day money-back guarantee on paid plans.