The Best Tradier Portfolio Tracker: 50+ Features Beyond Tradier's Built-In Tools
Your money stays at Tradier. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with IRAs, 401(k)s, and brokerage accounts.
Tradier Investor Frustrations Are Real
Tradier is a great API-first brokerage, but portfolio analytics aren't its focus. If any of these sound familiar, you're not alone.
API-First Platform, Minimal Portfolio Analytics
Tradier is built for developers and third-party apps. The native dashboard provides basic account info but minimal portfolio analysis tools. If you want visual performance tracking, diversification views, or scoring, you need a separate tool.
Limited built-in dividend forecasting
Tradier doesn't project future dividend income. No safety scoring, no payout sustainability, no income forecasting. If you're building a dividend portfolio, you're flying blind on future cash flows.
Limited built-in stock scoring system
Many investors want a single multi-factor scoring workflow across valuation, profitability, financial health, growth, dividends, management, and analyst context to assess holdings consistently.
Limited built-in unified multi-broker view
Investors with assets across multiple institutions often use a separate combined-portfolio dashboard to avoid switching between brokerage views.
Limited Research Tools
Tradier's value is in its API and low-cost trading. Built-in research, screening, and analysis tools are minimal compared to full-service brokerages. For deep fundamental analysis, you need to look elsewhere.
Limited built-in diversification analysis
Investors often want deeper diversification workflows, including sector allocation, geographic exposure, and concentration-risk context in one place.
Keep Tradier. Upgrade Your Investment Workflow.
Trade and custody stay at Tradier. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Tradier handles brokerage execution
- Orders, fills, custody, and cash movement remain at Tradier.
- You keep your existing Tradier 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 Tradier's Native Tools
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Tradier 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
Tradier's dashboard provides basic position data but lacks comprehensive performance analytics. We give everyone proper performance tracking for 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 Tradier 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 Tradier Portfolio on Mobile
Stock Unlock works across web, iOS, and Android, making portfolio review easier across devices. 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 Tradier for free
Click "Connect Brokerage" and select Tradier. 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.
"I use Tradier for the flat-fee options trading, but their dashboard is pretty bare-bones. Stock Unlock gives me the portfolio analytics and performance tracking that Tradier's platform just doesn't have. Best of both worlds."- Tradier investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Tradier 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 Tradier'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 Tradier accounts?
Is it safe to connect my Tradier account?
What's free vs. paid?
Can I track Tradier alongside other brokerages?
How often does my Tradier portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Tradier account later?
What if I don't want to connect my brokerage?
Does Stock Unlock provide more reliable data than Tradier's platform?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Tradier Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Tradier free. Keep your data forever.
Connect Tradier FreeNo credit card required. 30-day money-back guarantee on paid plans.