The Best U.S. Bank Portfolio Tracker: 50+ Features Beyond the Investing Dashboard
Your money stays at U.S. Bank. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Supports eligible U.S. Bank connections, including self-directed brokerage accounts and many IRAs.
Where U.S. Bank's Investing Tools Fall Short
U.S. Bank is a trusted institution, and its self-directed investing sits neatly next to your banking. But investing is one tab in a broad banking relationship, not a dedicated portfolio-analytics workflow.
Investing lives inside a banking dashboard
U.S. Bank's online investing dashboard is built to show balances, holdings, and quotes alongside your accounts. It's great for a quick overview, but it isn't designed for ongoing portfolio analysis. Stock Unlock gives you one dedicated analytics workflow from day one.
Self-directed tools focus on trading, not monitoring
Self-Directed Investing through U.S. Bancorp Advisors covers trades, screeners, and market news well. What it doesn't do is score the health of every holding you already own. Stock Unlock adds portfolio-health diagnostics on top of your existing positions.
No forward dividend income planning
U.S. Bank shows current balances and activity, but it doesn't project your income 12 months out or chart decades of dividend history. Stock Unlock forecasts forward dividends and shows sustainability across your holdings.
Only your U.S. Bank accounts, in one place
The U.S. Bank dashboard is built around your U.S. Bank relationship. If you also hold accounts elsewhere, combining them into one analytics view isn't the focus. Stock Unlock merges U.S. Bank with 30+ brokerages across iOS, Android, and desktop.
Keep U.S. Bank. Upgrade Your Investment Workflow.
Trading and custody stay at U.S. Bank. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
U.S. Bank handles banking, brokerage & custody
- Trades, fills, custody, and cash movement stay at U.S. Bank and U.S. Bancorp Advisors.
- You keep your existing U.S. Bank accounts and IRAs.
- Stock Unlock is not a brokerage or a bank.
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 U.S. Bank Investing
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
U.S. Bank shows basic dividend info in your account activity. 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
U.S. Bank's dashboard shows balances and gains, but dedicated return analytics like time-weighted and money-weighted performance aren't the focus. 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 U.S. Bank 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 U.S. Bank Portfolio on Mobile
U.S. Bank's app keeps banking and trading together. Stock Unlock adds a dedicated portfolio-analytics layer on your phone: performance, dividend income, and Stock Scores. 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 U.S. Bank for free
Click "Connect Brokerage" and select U.S. Bank. 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 U.S. Bank 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 U.S. Bank's third-party permissions.
Transaction history included
SnapTrade provides up to 2 years of transaction history plus your current holdings for supported U.S. Bank connections.
Frequently Asked Questions
Does Stock Unlock work with my U.S. Bank accounts?
Is it safe to connect my U.S. Bank account?
What's free vs. paid?
Can I track U.S. Bank alongside other brokerages?
How often does my U.S. Bank portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my U.S. Bank account later?
What if I don't want to connect my brokerage?
How much U.S. Bank 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 U.S. Bank Portfolio Tracker?
Join 100,000+ investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect your U.S. Bank account free. Keep your data forever.
Connect U.S. Bank FreeNo credit card required. 30-day money-back guarantee on paid plans.