The Best PNC Portfolio Tracker: 50+ Features Beyond PNC's Native Tools
Your money stays at PNC. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Supports eligible PNC connections, including many self-directed brokerage and IRA accounts.
Where PNC's Portfolio Tools Fall Short
PNC is a trusted bank, and PNC Wealth Management offers solid brokerage and advisory options. Many investors still want a deeper, analytics-first portfolio workflow than the native tools provide.
Investing sits alongside banking, not in a dedicated analytics workflow
PNC Wealth Management lives within PNC's broader banking relationship. That's convenient for moving money, but it means an analytics-first portfolio workflow isn't the focus. Stock Unlock gives you a dedicated one from day one.
Deeper monitoring tools can be tied to account minimums
PNC's richer monitoring tools have historically been geared toward wealth clients and tied to account minimums. Stock Unlock's portfolio analytics are open to everyone, with a free tier and no balance requirement.
Limited built-in screening, scoring, and forecasting
PNC's native tools focus on account monitoring and advice, not stock scoring, screening, or forward dividend forecasting. Stock Unlock layers those research workflows directly on top of your holdings.
Consistent analytics workflow across devices
PNC's investing tools are spread across banking apps and portals. Stock Unlock keeps your analytics workflow consistent across iOS, Android, and desktop browsers so you can review the same signals anywhere.
Keep PNC. Upgrade Your Investment Workflow.
Trade and custody stay at PNC. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
PNC handles brokerage and custody
- Orders, fills, custody, and cash movement remain at PNC.
- You keep your existing PNC accounts and banking relationship.
- 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 PNC's Native Tools
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
PNC's native tools offer limited forward dividend visibility. 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
PNC's native tools offer account performance views, but depth and availability can vary by account type and platform surface. 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 PNC 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 PNC Portfolio on Mobile
Unlike PNC's native investing tools, Stock Unlock gives you a dedicated portfolio analytics app that 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 PNC for free
Click "Connect Brokerage" and select PNC. 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 PNC 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 PNC's third-party permissions.
Transaction history included
SnapTrade provides up to 2 years of transaction history plus your current holdings for supported PNC connections.
Frequently Asked Questions
Does Stock Unlock work with my PNC accounts?
Is it safe to connect my PNC account?
What's free vs. paid?
Can I track PNC alongside other brokerages?
How often does my PNC portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my PNC account later?
What if I don't want to connect my brokerage?
How much PNC 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 PNC Portfolio Tracker?
Join 100,000+ investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect your PNC account free. Keep your data forever.
Connect PNC FreeNo credit card required. 30-day money-back guarantee on paid plans.