The Best TIAA Portfolio Tracker: 50+ Features Beyond 360° Financial View
Your money stays at TIAA. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Supports eligible TIAA accounts exposed through the secure connection flow, typically self-directed TIAA Brokerage accounts and many IRAs.
Where TIAA's Portfolio Tools Fall Short
TIAA is built for retirement plans and long-term income. Many self-directed investors still want deeper portfolio analytics than its native tools provide.
Built for retirement readiness, not stock-level analytics
TIAA's tools center on retirement planning, income projections, and account balances. If you hold individual stocks and ETFs in a TIAA Brokerage account, there's no dedicated workspace for return methods, drawdowns, or holding-level performance. Stock Unlock gives you one analytics workflow from day one.
360° Financial View aggregates accounts, not analytics
360° Financial View links your TIAA and outside accounts to calculate net worth, allocation, and budgets. It's a planning and aggregation tool, not a stock analytics workspace: no per-holding Stock Scores, dividend forecasts, or return-method breakdowns. Stock Unlock adds that layer once accounts are connected.
No native stock scoring or fundamental screening
Deep fundamental analysis, screening, and stock scoring aren't the focus of TIAA's platform, which is built around guidance, advice, and retirement income. Stock Unlock scores each holding across 7 categories and lets you screen 170K+ stocks and ETFs.
Consistent analytics workflow across devices
TIAA's account and planning tools are spread across the web portal and the TIAA mobile app. Stock Unlock keeps your analytics workflow consistent across iOS, Android, and desktop browsers so you can review the same signals anywhere.
Keep TIAA. Upgrade Your Investment Workflow.
Your accounts and custody stay at TIAA. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
TIAA handles custody and account administration
- Contributions, custody, account administration, and any trades stay at TIAA.
- You keep your existing TIAA retirement, brokerage, and annuity 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 TIAA 360° Financial View
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
TIAA reports the dividends your holdings pay, but not much beyond that. 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
TIAA shows account balances and retirement projections, but holding-level performance depth varies by account context and surface. Stock Unlock provides dedicated 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 TIAA 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 TIAA Portfolio on Mobile
The TIAA app manages your accounts; Stock Unlock brings full portfolio analytics to your phone. Check your portfolio, dividend income, and Stock Scores anywhere. 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 TIAA for free
Click "Connect Brokerage" and select TIAA. 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 TIAA 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 TIAA's third-party permissions.
Transaction history included
SnapTrade provides up to 2 years of transaction history plus your current holdings for supported TIAA connections.
Frequently Asked Questions
Does Stock Unlock work with my TIAA accounts?
Is it safe to connect my TIAA account?
What's free vs. paid?
Can I track TIAA alongside other brokerages?
How often does my TIAA portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my TIAA account later?
What if I don't want to connect my brokerage?
How much TIAA 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 TIAA Portfolio Tracker?
Join 100,000+ investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect your TIAA account free. Keep your data forever.
Connect TIAA FreeNo credit card required. 30-day money-back guarantee on paid plans.