The Best Questrade Portfolio Tracker: 50+ Features Beyond Questrade Edge
Your money stays at Questrade. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with TFSA, RRSP, and margin accounts.
Questrade Platform Frustrations Are Real
According to Reddit discussions, RedFlagDeals threads, and Canadian investor forums, these portfolio analytics gaps come up frequently. If any sound familiar, you're not alone.
No dividend forecasting or income projections
Questrade shows you dividends after they've been paid, but has no tools for projecting future dividend income or tracking yield on cost over time. Income-focused investors get no visibility into upcoming payouts or monthly income forecasts. Stock Unlock provides dividend forecasting with 35+ years of historical data, ex-dividend calendars, payout sustainability scores, and projected income breakdowns.
Portfolio reporting is basic and inconsistent across devices
Questrade's desktop platform has no portfolio or fee reports at all, and the mobile app's reporting capabilities have been stripped down over time. Charts lack dollar amounts, and book cost calculations on statements confuse users. Stock Unlock provides comprehensive portfolio analytics with clear performance attribution and benchmark comparisons across web, iOS, and Android.
MWRR returns can be confusing
Questrade displays Money-Weighted Rate of Return (MWRR) which factors in the timing of your deposits. While technically accurate, many users find it confusing or misleading when comparing to market benchmarks. Stock Unlock offers 7 different return calculation methods so you can view performance however makes sense for you.
No way to see your full financial picture
If you hold investments at Questrade alongside accounts at other brokerages, Questrade gives you zero visibility into your total portfolio. There's no cross-brokerage consolidation, no unified diversification analysis, and no way to understand your true overall asset allocation. Stock Unlock connects to 30+ brokerages, giving you a single dashboard with diversification breakdowns across sector, geography, and asset type.
Keep Questrade. Upgrade Your Investment Workflow.
Trade and custody stay at Questrade. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Questrade handles brokerage execution
- Orders, fills, custody, and cash movement remain at Questrade.
- You keep your existing Questrade 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 Questrade
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Questrade 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
Questrade's basic returns can be confusing with their MWRR methodology. We give you 7 return calculation methods, 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 Questrade 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 Questrade Portfolio on Mobile
Unlike Questrade's Portfolio IQ, 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 Questrade for free
Click "Connect Brokerage" and select Questrade. 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've used Questrade for years for the free ETF purchases, but their portfolio tools are basic. Stock Unlock gives me the dividend forecasting and performance tracking I was missing. Now I can see all my TFSAs and RRSPs in one dashboard."- Questrade investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Questrade 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 Questrade's third-party permissions.
Full transaction history
Historical coverage depends on the brokerage connection and data made available through the provider. For many users, this includes extensive transaction history.
Frequently Asked Questions
Does Stock Unlock work with my Questrade accounts?
Is it safe to connect my Questrade account?
What's free vs. paid?
Can I track Questrade alongside other brokerages?
How often does my Questrade portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Questrade account later?
What if I don't want to connect my brokerage?
Does Stock Unlock support Questrade account connections?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Questrade Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Questrade free. Keep your data forever.
Connect Questrade FreeNo credit card required. 30-day money-back guarantee on paid plans.