The Best Schwab Portfolio Tracker: 50+ Features Beyond Portfolio Checkup
Your money stays at Schwab. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Supports eligible Schwab connections, including many IRAs and TD Ameritrade migrated accounts.
Common Portfolio Workflow Gaps for Schwab Investors
Investors consistently ask for deeper analytics than Schwab's native tools provide. If this matches your experience, you’re in the right place.
Workflow can feel fragmented for deeper analysis
Schwab offers extensive tooling, but many investors still want a faster, single workflow for recurring portfolio analysis. Stock Unlock was designed to centralize key portfolio views so investors can move from allocation to income to performance in fewer steps.
Limited control over classification workflows
Schwab Portfolio Checkup provides portfolio-level diagnostics, but many investors want deeper control over how holdings are grouped and analyzed across categories. Stock Unlock gives you multiple portfolio breakdown views designed for ongoing decision-making, not just periodic checkups.
Post-migration account history can be complex
The TD Ameritrade-to-Schwab transition introduced additional complexity for some investors with long account histories. Stock Unlock helps by centralizing connected holdings, transactions, and analytics in one place so you can audit performance with a consistent workflow.
Dividend planning workflows are limited
Schwab provides investment income views, but many dividend investors want deeper forward planning and trend analysis in one place. Stock Unlock forecasts your dividend income 12 months ahead month by month, shows 35 years of payment history per stock, tracks growth trends year-over-year, and scores payout sustainability.
Cross-account performance analysis is still fragmented
Schwab offers portfolio and performance tools, but many investors still jump between views when they want one consistent analytics workflow across accounts and brokerages. Stock Unlock's Combined Portfolio View merges your connected accounts into one dashboard with unified returns.
Advanced diversification workflows are limited
Schwab Portfolio Checkup covers major diagnostics like asset allocation, sector diversification, equity concentration, fixed income, and quality. Stock Unlock adds several diversification views with a cross-broker workflow designed for ongoing portfolio monitoring.
Keep Schwab. Upgrade Your Investment Workflow.
Trade and custody stay at Schwab. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Schwab handles brokerage execution
- Orders, fills, custody, and cash movement remain at Schwab.
- You keep your existing Schwab 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 Schwab Portfolio Checkup
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Schwab's investment income tools are useful for account-level tracking. Stock Unlock is built for investors who also want forward planning, cross-account aggregation, and deeper dividend trend analysis in one workflow.
- 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
Schwab provides portfolio performance views. Stock Unlock adds a dedicated performance workflow with multiple return methodologies, so you can evaluate results with more context and fewer manual workarounds.
- 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 Schwab 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 Schwab Portfolio on Mobile
Check your Schwab portfolio, dividend income, and Stock Scores from your phone. Full portfolio analytics on the go with native apps for iOS and Android.
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 Schwab for free
Click "Connect Brokerage" and select Schwab. 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.
Trusted by Investors Worldwide
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Stocks & ETFs
Secure, Read-Only Access
Stock Unlock connects to Schwab 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 Schwab's third-party permissions.
Transaction imports for supported connections
SnapTrade imports holdings and transaction data for supported Schwab connections, including many accounts migrated from TD Ameritrade.
Frequently Asked Questions
Does Stock Unlock work with my Schwab accounts?
Is it safe to connect my Schwab account?
What's free vs. paid?
Can I track Schwab alongside other brokerages?
How often does my Schwab portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Schwab account later?
What if I don't want to connect my brokerage?
Does Stock Unlock work on Safari and privacy-focused browsers?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Schwab Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Schwab free. Keep your data forever.
Connect Schwab FreeNo credit card required. 30-day money-back guarantee on paid plans.