The Best Vanguard Portfolio Tracker: 50+ Features Beyond Portfolio Watch
Your money stays at Vanguard. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Supports eligible Vanguard connections, including many IRAs and brokerage accounts.
Where Vanguard's Portfolio Tools Fall Short
Vanguard is a strong brokerage. Many investors still want deeper portfolio analytics workflows than the native tools provide.
Classification workflows are limited for advanced analysis
Vanguard provides allocation and portfolio monitoring tools, but many investors still want deeper control over grouping and analysis context. Stock Unlock adds dedicated breakdown workflows for ongoing monitoring and decision-making.
Cross-institution aggregation can require extra work
Investors who combine Vanguard with other institutions often discuss friction in keeping one consistent cross-broker view. Stock Unlock is built for a unified analytics workflow once accounts are connected.
Performance analysis depth can be limited
Vanguard offers performance monitoring tools, but many investors still want multiple return methodologies and a dedicated analytics-first workflow in one place.
Forward dividend planning is still a gap for many investors
Many income-focused investors want forward-looking dividend projections and trend analysis in one workflow. Stock Unlock focuses on forward dividend planning and portfolio-level income visibility.
Limited built-in stock scoring and fundamental analysis
Vanguard is optimized for brokerage and fund access, not deep stock-scoring workflows. Stock Unlock adds proprietary Stock Scores, valuation workflows, and portfolio-level diagnostics for investors who want deeper analytics.
Many investors still rely on spreadsheets for advanced tracking
Investors often supplement brokerage tools with spreadsheets when they want custom views across accounts and institutions. Stock Unlock reduces that manual overhead with a unified analytics workflow.
Keep Vanguard. Upgrade Your Investment Workflow.
Trade and custody stay at Vanguard. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Vanguard handles brokerage execution
- Orders, fills, custody, and cash movement remain at Vanguard.
- You keep your existing Vanguard 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 Vanguard Portfolio Watch
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Vanguard doesn't project forward dividend income, alert you to ex-dates, or calculate forward yield. We show you 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
Vanguard's Portfolio Watch has known issues: unreliable calculations, "Other" categorization bugs, and browser compatibility problems. We give everyone reliable 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 Vanguard 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 Vanguard Portfolio on Mobile
Unlike Portfolio Watch, 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 Vanguard for free
Click "Connect Brokerage" and select Vanguard. 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.
"After moving from TD Ameritrade to Vanguard, I needed a better way to see my whole picture. Stock Unlock finally gives me proper performance tracking and dividend projections that Vanguard's tools just don't provide."- Vanguard investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Vanguard 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 Vanguard's third-party permissions.
Full transaction history
SnapTrade imports holdings and transaction data for supported Vanguard connections.
Frequently Asked Questions
Does Stock Unlock work with my Vanguard accounts?
Is it safe to connect my Vanguard account?
What's free vs. paid?
Can I track Vanguard alongside other brokerages?
How often does my Vanguard portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Vanguard account later?
What if I don't want to connect my brokerage?
Does Stock Unlock work on Safari and privacy-focused browsers?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Vanguard Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Vanguard free. Keep your data forever.
Connect Vanguard FreeNo credit card required. 30-day money-back guarantee on paid plans.