The Best TD Ameritrade Portfolio Tracker: 50+ Features Beyond thinkorswim
Your money stays at TD Ameritrade. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with IRAs, 401(k)s, and brokerage accounts.
What TD Ameritrade Users Are Missing
Based on feedback from Reddit, Bogleheads, and investor forums. If any of these sound familiar, you're not alone.
Schwab Migration Creates Tracking Uncertainty
TD Ameritrade accounts migrating to Schwab. Users unsure what happens to their historical data and tracking. Stock Unlock preserves your data independently.
thinkorswim Is a Trading Platform, Not a Portfolio Tracker
thinkorswim is strong for active trading workflows, while many long-term investors still want a deeper portfolio analytics layer for income planning, scoring, and cross-account views.
Limited built-in dividend forecasting
Dividend planning often requires additional tools for forward projections and payout sustainability context across holdings.
Limited built-in stock scoring system
Brokerage research reports can be useful, but many investors want a unified multi-factor scoring framework across valuation, profitability, growth, dividends, and management.
Limited built-in unified multi-broker view
TD Ameritrade workflows focus on brokerage-linked views, so investors with assets across institutions often use a separate combined-portfolio dashboard.
Basic Diversification Analysis
thinkorswim focuses on positions and P/L, not sector allocation, geographic exposure, or concentration risk analysis.
Keep TD Ameritrade. Upgrade Your Investment Workflow.
Keep your brokerage accounts where they are. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
TD Ameritrade handles brokerage execution
- Orders, fills, custody, and cash movement remain at TD Ameritrade.
- You keep your existing TD Ameritrade 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 (for Former TD Ameritrade Users)
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
TD Ameritrade 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
Many former TD Ameritrade users want deeper performance measurement after migration. Stock Unlock provides multiple return methodologies and cash-flow-aware tracking during the trial and on paid plans.
- 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 TD Ameritrade 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 TD Ameritrade Portfolio on Mobile
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 TD Ameritrade for free
Click "Connect Brokerage" and select TD Ameritrade. 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.
"After the Schwab migration, I lost years of transaction history from TD Ameritrade. Stock Unlock let me import everything from my old CSV exports and finally see my complete portfolio performance again. The dividend tracking alone is worth it."- Former TD Ameritrade customer & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to TD Ameritrade 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 TD Ameritrade'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 TD Ameritrade accounts?
Is it safe to connect my TD Ameritrade account?
What's free vs. paid?
Can I track TD Ameritrade alongside other brokerages?
How often does my TD Ameritrade portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my TD Ameritrade account later?
What if I don't want to connect my brokerage?
Can I import my old TD Ameritrade transaction history?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your TD Ameritrade Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect TD Ameritrade free. Keep your data forever.
Connect TD Ameritrade FreeNo credit card required. 30-day money-back guarantee on paid plans.