The Best TradeStation Portfolio Tracker: 50+ Features Beyond TradeStation's Built-In Tools
Your money stays at TradeStation. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with IRAs and brokerage accounts.
Where TradeStation's Portfolio Tools Fall Short
TradeStation is a powerful trading platform. But its portfolio analytics have gaps that long-term investors notice quickly.
Active trader platform, not a portfolio tracker
TradeStation is built for active trading with advanced charting and order execution. Long-term portfolio analysis, scoring, and passive investing tools are afterthoughts.
Limited built-in dividend forecasting
TradeStation doesn't project future dividend income. No safety scoring, no payout sustainability, no 12-month income forecasts.
Limited built-in stock scoring system
No built-in multi-factor scoring. Users must manually research valuation, profitability, financial health, growth, dividends, management quality, and analyst consensus for each holding.
Limited built-in unified multi-broker view
Investors with assets across multiple institutions often use a separate combined-portfolio dashboard. Stock Unlock connects 30+ brokerages into a single unified view.
Screener built for technical trading
TradeStation's screener excels at technical analysis and EasyLanguage strategies but lacks fundamental analysis filters for long-term investors. Stock Unlock's screener covers 170,000+ stocks and ETFs with 85+ fundamental filters.
Basic portfolio composition views
Focus is on positions and P/L for trading, not sector allocation, geographic exposure, or concentration risk analysis. Stock Unlock provides several diversification breakdowns across asset type, industry, country, currency, exchange, and market cap.
Keep TradeStation. Upgrade Your Investment Workflow.
Trade and custody stay at TradeStation. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
TradeStation handles brokerage execution
- Orders, fills, custody, and cash movement remain at TradeStation.
- You keep your existing TradeStation 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 TradeStation Platform
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
TradeStation focuses on trading, not dividend tracking. Stock Unlock shows 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
TradeStation is built for active trading, not long-term portfolio analysis. Stock Unlock gives you comprehensive performance tracking 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 TradeStation 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 TradeStation 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 TradeStation for free
Click "Connect Brokerage" and select TradeStation. 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 sync automatically for 15 days. Full access to all features. See exactly what you'd get as a paying subscriber. (Note: TradeStation syncs holdings only, not transaction history.)
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.
"TradeStation's charting is incredible for active trading. But for understanding my overall portfolio health and fundamentals? Stock Unlock fills that gap perfectly."- Active trader & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to TradeStation 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 current holdings. We cannot execute trades or transfer funds.
Disconnect anytime
Revoke access from your Stock Unlock settings or directly from TradeStation's third-party permissions.
Holdings sync
TradeStation integration syncs your current holdings. Transaction history is not available through the API, but you can add transactions manually or via CSV import.
Frequently Asked Questions
Does Stock Unlock work with my TradeStation accounts?
Is it safe to connect my TradeStation account?
What data syncs from TradeStation?
What's free vs. paid?
Can I track TradeStation alongside other brokerages?
How does Stock Unlock complement TradeStation?
Is Stock Unlock a brokerage?
Can I disconnect my TradeStation account later?
What if I don't want to connect my brokerage?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Add Portfolio Analytics to TradeStation?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect TradeStation free. Keep your data forever.
Connect TradeStation FreeNo credit card required. 30-day money-back guarantee on paid plans.