The Best Upstox Portfolio Tracker: 50+ Features Beyond Upstox Pro
Your money stays at Upstox. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with Demat and Trading accounts.
Upstox Investor Frustrations Are Real
These are common portfolio tracking and analytics gaps Upstox investors mention when comparing tools. If any sound familiar, you're not alone.
Native performance tracking lacks depth
Upstox gives basic P&L views, but many investors want clearer return analysis across time periods and cash flows. Stock Unlock adds 7 return calculation methods so you can analyze performance with more context.
Hard to compare portfolio quality at a glance
Upstox focuses on positions and trading workflows. It is harder to quickly evaluate valuation, profitability, financial health, growth, dividends, management, and analyst sentiment across all holdings in one place. Stock Unlock adds Stock Scores across all 7 categories.
Limited long-term dividend planning tools
If you invest for income, basic broker views often show current dividends but not forward-looking income forecasts. Stock Unlock forecasts dividend income 12 months ahead and provides long-term dividend history to support planning.
Corporate-action adjustments can be hard to audit quickly
Stock splits, bonus issues, and mergers can make cost-basis tracking harder to validate across broker views. Stock Unlock centralizes holdings and transactions with consistent analytics so you can review performance with one repeatable workflow.
Can't view holdings from other brokerages
Investors with accounts across multiple institutions often use a separate tool to see a combined portfolio picture. Stock Unlock connects to 30+ brokerages for that unified view.
Keep Upstox. Upgrade Your Investment Workflow.
Trade and custody stay at Upstox. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Upstox handles brokerage execution
- Orders, fills, custody, and cash movement remain at Upstox.
- You keep your existing Upstox 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 Upstox'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
Upstox 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
Upstox Pro provides core return views, but many long-term investors want additional performance lenses. We give you 7 different return calculation methods for free during your 15-day trial so you can evaluate results with more context, including cash-flow timing.
- 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 Upstox 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 Upstox Portfolio on Mobile
Stock Unlock brings advanced analytics that complement Upstox's core brokerage tools. 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 Upstox for free
Click "Connect Brokerage" and select Upstox. You'll authenticate securely via SnapTrade. Your credentials never touch our servers. This is free to do.
Get 15 days of automatic syncing
Your current holdings sync automatically for 15 days. Note: Upstox provides holdings only (no transaction history). 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 Upstox for trading, and Stock Unlock gives me deeper portfolio analytics in one place, including XIRR, dividend forecasting, and a combined multi-broker view."- Upstox investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Upstox 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 Upstox's third-party permissions.
Current holdings sync
Your Upstox holdings sync automatically via . You can manually add transactions or use CSV import for historical data.
Frequently Asked Questions
Does Stock Unlock work with my Upstox accounts?
Is it safe to connect my Upstox account?
What's free vs. paid?
Can I track Upstox alongside other brokerages?
How often does my Upstox portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Upstox account later?
What if I don't want to connect my brokerage?
Does Stock Unlock show XIRR that Upstox Pro doesn't display?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Upstox Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Upstox free. Keep your data forever.
Connect Upstox FreeNo credit card required. 30-day money-back guarantee on paid plans.