The Best Qtrade Direct Investing Portfolio Tracker: 50+ Features Beyond Portfolio Score
Your money stays at Qtrade Direct Investing. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Supports eligible Qtrade Direct Investing connections, including many TFSA and non-registered accounts.
Where Qtrade's Portfolio Tools Fall Short
Qtrade Direct Investing is a well-regarded Canadian brokerage with a genuinely useful portfolio analytics suite. Many investors still want deeper, ongoing portfolio analytics than the native tools provide.
Portfolio Score grades a snapshot, not your day-to-day performance
Qtrade's Portfolio Score gives your portfolio a grade on six dimensions, from downside protection and diversification to income, fees, and ESG. It is a useful check-in, but it is not a dedicated performance tracker. Stock Unlock tracks time-weighted and money-weighted returns continuously, accounting for every deposit and withdrawal.
Dividend income is easier to look up than to forecast
Qtrade shows the dividends you have already received. Stock Unlock projects the next 12 months of income by month across your holdings, with 35+ years of payout history and sustainability checks for each stock, so your income plan is built on more than last quarter's statement.
CAD and USD accounts, plus other brokerages, in one picture
Qtrade lets you hold Canadian and US dollar accounts side by side, but its tools are built around what sits at Qtrade. Stock Unlock rolls both currencies into one portfolio view and combines Qtrade with Questrade, Wealthsimple, or any of 30+ brokerages, so total return and allocation reflect everything you own.
Consistent analytics workflow across devices
Qtrade's tools are spread across multiple surfaces. Stock Unlock keeps your analytics workflow consistent across iOS, Android, and desktop browsers so you can review the same signals anywhere.
Keep Qtrade Direct Investing. Upgrade Your Investment Workflow.
Trade and custody stay at Qtrade. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Qtrade handles brokerage execution
- Orders, fills, custody, and cash movement remain at Qtrade Direct Investing.
- You keep your existing Qtrade account workflows, registered accounts included.
- 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 Qtrade Portfolio Score
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Qtrade shows the dividends you have already received. 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
Qtrade's Portfolio Score grades performance against benchmarks at a point in time. Stock Unlock provides dedicated, ongoing 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 Qtrade Direct Investing 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 Qtrade Direct Investing Portfolio on Mobile
Stock Unlock works everywhere you do. 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 Qtrade for free
Click "Connect Brokerage" and select Qtrade Direct Investing. 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 Qtrade Direct Investing 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 at any time. Deleting the portfolio removes the connection.
Transaction history included
SnapTrade provides up to 1 year of transaction history plus your current holdings for supported Qtrade Direct Investing connections.
Frequently Asked Questions
Does Stock Unlock work with my Qtrade Direct Investing accounts?
Is it safe to connect my Qtrade Direct Investing account?
What's free vs. paid?
Can I track Qtrade Direct Investing alongside other brokerages?
How often does my Qtrade Direct Investing portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Qtrade Direct Investing account later?
What if I don't want to connect my brokerage?
How much Qtrade Direct Investing 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 Qtrade Direct Investing Portfolio Tracker?
Join 100,000+ investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect your Qtrade Direct Investing account free. Keep your data forever.
Connect Qtrade FreeNo credit card required. 30-day money-back guarantee on paid plans.