The Portfolio Tracker
Your Broker Should Have Built
Brokerages profit when you trade. We profit when you invest smarter.
15 days free brokerage sync — no credit card required
Know Your Future Income
Don't just track past payments. See exactly how much dividend income you'll receive next month, next quarter, and next year based on current holdings.
- Visual calendar of upcoming pay dates
- Projected yield on cost analysis
See Your Real Returns
See your actual investment performance with 10+ return calculation methods. Time-weighted returns for fair benchmark comparison, money-weighted returns to see how your timing decisions affected results, and much more.
- Benchmark against S&P 500
- See realized vs. unrealized gains clearly
- Track returns with and without dividends
Check Your Portfolio Health
Stop guessing if your portfolio is on the right track. Instantly analyze your holdings for profitability, growth, financial health, and dividend safety with our proprietary scoring system.
- Aggregate scores for your entire portfolio
- Identify low-quality holdings instantly
Connects With Everyone
We support 30+ brokerages across the US, Canada, UK, and beyond. If you have it, we probably track it.
Unlock Your Portfolio's Full Potential
From simple tracking to deep analysis. It's all here.
Connect Fidelity, Schwab, Robinhood, IBKR, and more in one click. We sync trades daily.
Visualize allocation by sector, geography, industry, currency, and custom tags.
Hold USD, CAD, EUR, GBP stocks? We normalize everything to your base currency automatically.
Clone your real portfolio into a sandbox. Test "what-if" scenarios before you trade real money.
Don't want to connect? Upload a CSV or enter trades manually. We support it all.
Read-only connections via SnapTrade. We never see your credentials and can't touch your funds.
Plus calendar views, transaction history, earnings events, insider trades, and more added monthly.
How It Works
Create Account
Just an email to get started.
Add Your Holdings
Connect a brokerage, upload a CSV, or add positions manually.
Start Tracking
Instantly see performance, dividends, and insights across all your portfolios.
Your data is secure
We use SnapTrade for brokerage connections. The connection is read-only — we never see your login credentials, and we cannot execute trades or access your funds. You can revoke access anytime from your settings.
Frequently Asked Questions
Common questions about Portfolio Tracking
Is it safe to connect my
brokerage?
Yes. We use SnapTrade for all connections. It's a read-only connection — we can see your holdings to calculate analytics, but we can never touch your money or execute trades. We never see or store your brokerage password. You're always in control and can revoke access anytime.
Can I really connect for free?
Yes! All free accounts get one brokerage connection free for 15 days. After that, you can choose to upgrade to keep the auto-sync, or switch to manual tracking which is always free.
Can I combine multiple
accounts?
Yes. Stock Unlock allows you to view portfolios individually or as a "Combined Portfolio" view. This is perfect for seeing your total net worth and asset allocation across 401ks, IRAs, and individual brokerage accounts.
How long does it take to
connect
my brokerage?
Most brokerages connect within minutes. Some brokerages like Interactive Brokers may take longer due to their own authorization processes.
What does "Transactions" vs
"Holdings only" mean?
Transactions means we import your buy/sell history, enabling historical return tracking based on your actual trades. Holdings only syncs your current positions — you still get all the same analysis: backtesting, dividend projections, diversification breakdowns, and insights. Both modes are powerful.
Can I track portfolios without
connecting a brokerage?
Yes. You can add holdings manually or upload a CSV. Many of our customers prefer this. You get all the same analysis, dividend projections, and insights — brokerage sync just saves you the data entry.
Why use Stock Unlock instead of a spreadsheet or other apps?
Stock Unlock is an all-in-one investment platform. Most sites charge more than we do for just a portfolio tracker. With Stock Unlock, you get the tracker plus Stock Scores, stock screener, watchlists, fair value calculator, and deep fundamental research tools — all in one subscription. Your portfolio even gets aggregate health scores powered by our scoring system.