The Best Tastytrade Portfolio Tracker: 50+ Features Beyond Tastytrade's Built-In Tools
Your money stays at Tastytrade. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with IRAs, 401(k)s, and brokerage accounts.
tastytrade Platform Frustrations Are Real
According to discussions on Reddit and investor forums, these issues come up frequently. If any sound familiar, you're not alone.
Options-Focused Platform, Stock Analytics Afterthought
Tastytrade excels at options analysis but stock portfolio tracking is basic. No multi-factor stock analysis, no scoring, no fundamental research tools for long-term holdings. Stock Unlock provides 50+ portfolio features that work with your Tastytrade holdings.
Limited built-in dividend forecasting
Tastytrade is built for options traders. Investors with income-focused stock positions often want a separate workflow for dividend projections and payout-quality analysis. Stock Unlock projects 12 months of dividend income with long-run historical context.
Limited built-in stock scoring system
No built-in scoring across valuation, profitability, financial health, growth, dividends, management quality, or analyst consensus. Users must research each holding independently. Stock Unlock provides Stock Scores across 7 categories for every holding in your portfolio.
Limited built-in unified multi-broker view
Investors with assets spread across multiple institutions often need a separate combined-portfolio workflow. Stock Unlock connects 30+ brokerages into one Combined Portfolio view.
Limited Stock Screener
Tastytrade's screener is focused on options liquidity and volatility, not fundamental stock analysis. Missing growth, valuation, and financial health filters. Stock Unlock's screener covers 170,000+ stocks and ETFs across 70+ exchanges with 85+ filters.
Basic Portfolio Diversification View
No sector allocation breakdowns, geographic exposure analysis, or concentration risk scoring. The platform focuses on options Greeks, not portfolio composition. Stock Unlock provides several diversification breakdowns: asset type, industry, country, currency, exchange, and market cap.
Keep tastytrade. Upgrade Your Investment Workflow.
Trade and custody stay at tastytrade. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
tastytrade handles brokerage execution
- Orders, fills, custody, and cash movement remain at tastytrade.
- You keep your existing tastytrade 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 tastytrade Platform
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Tastytrade 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
Tastytrade's platform focuses on options execution, not portfolio analytics. We fill the gap with 7 return calculation methods 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 Tastytrade 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 Tastytrade Portfolio on Mobile
Unlike Tastytrade 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 Tastytrade for free
Click "Connect Brokerage" and select Tastytrade. 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.
"Tastytrade's platform is strong for trade execution, but I rely on Stock Unlock for portfolio analytics. It gives me the broader performance and dividend context I need for longer-term decisions."- Tastytrade investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Tastytrade 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 Tastytrade'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 Tastytrade accounts?
Is it safe to connect my Tastytrade account?
What's free vs. paid?
Can I track Tastytrade alongside other brokerages?
How often does my Tastytrade portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Tastytrade account later?
What if I don't want to connect my brokerage?
Is Stock Unlock useful if I mainly trade options on tastytrade?
Ready to Get More From Your Tastytrade Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Tastytrade free. Keep your data forever.
Connect Tastytrade FreeNo credit card required. 30-day money-back guarantee on paid plans.