Connect your brokerage and PortfolioTrackr syncs your positions automatically. Read-only OAuth 2.0, your credentials never touch our servers. Alpaca, Bybit and Interactive Brokers live-direct, plus Charles Schwab, Kraken, Binance and 20+ more via the SnapTrade bridge.
PortfolioTrackr uses OAuth 2.0 for every broker connection. You log in directly on your broker's own website, your username and password never pass through PortfolioTrackr at any point. OAuth grants read-only access: we can see your positions, but we cannot place trades, move money, or change anything in your account.
Connect your Alpaca account in seconds. OAuth 2.0 connection syncs your live positions and full trade history automatically. Works with both paper trading and live accounts. Positions update in real time as your Alpaca portfolio changes, no manual entry required.
Connect Charles Schwab, Kraken, Binance, Coinbase, Gemini, Questrade, Wealthsimple, Webull and 20+ more through the SnapTrade bridge. One secure read-only connection and your positions and trade history sync automatically. Available on Pro and Lifetime.
Connect your IBKR account via read-only OAuth. Sync global equities, options, futures, and forex positions automatically. Interactive Brokers is one of the most widely used brokers in the world, and it is live now, no manual entry required.
Connect your Bybit account via read-only OAuth. Your spot and derivatives crypto positions sync automatically, no manual entry. Combined with PortfolioTrackr's live prices across every major exchange, your whole crypto book stays current in one place.
Your broker not listed? Use AI import to add trades in seconds, speak your trade out loud, type a plain-language sentence, or drop a screenshot from your broker app. The AI reads it and fills in every field automatically. Works with any broker, any format, any language.
Once connected, PortfolioTrackr automatically syncs your positions and full trade history from your broker. New trades appear without any manual action. Your P&L, sector allocation, and dividend data all stay current without you lifting a finger.
Disconnect your broker from Settings with one click at any time. Disconnecting immediately revokes the OAuth token, PortfolioTrackr can no longer access your broker account from that moment. You choose whether to keep your historical data or delete it entirely.
Broker sync works across the PortfolioTrackr web dashboard and the mobile app for iOS and Android. Connect once and your synced positions appear on every device instantly. Check your Alpaca portfolio from your phone, tablet, or desktop, always up to date.
Inside your PortfolioTrackr dashboard, open Settings and select the broker you want to connect. Click Connect to start the process.
You are redirected to your broker's official website, not a third-party page. You enter your broker credentials directly on your broker's domain. PortfolioTrackr never sees your username or password at any point.
Your broker shows you exactly what access is being requested, read-only access to your positions and trade history. You approve it with one click. Your broker then sends a secure token to PortfolioTrackr, your actual credentials are never shared.
PortfolioTrackr immediately imports your positions and trade history. From this point, new trades sync automatically. Your P&L, chart history, and sector allocation all stay current without any manual entry.
Direct broker sync (Alpaca, Bybit, Interactive Brokers) plus AI and CSV import are on the free trial, Pro, and Lifetime. The SnapTrade bridge (Charles Schwab, Kraken and 20+ more) is on Pro and Lifetime.
| Feature | Trial | Starter $9/mo | Pro $19/mo | Lifetime $299 |
|---|---|---|---|---|
| Broker Sync | ||||
| Alpaca, Bybit & Interactive Brokers (direct) | ✓ | – | ✓ | ✓ |
| SnapTrade bridge (Schwab, Kraken, Binance & 20+ more) | – | – | ✓ | ✓ |
| Auto-sync positions & trade history | ✓ | – | ✓ | ✓ |
| Manual Import (any broker) | ||||
| AI import, voice, text, screenshot | ✓ | – | ✓ | ✓ |
| Bulk CSV import (any broker) | ✓ | – | ✓ | ✓ |
| Security | ||||
| Read-only OAuth 2.0 | ✓ | ✓ | ✓ | ✓ |
| One-click disconnect | ✓ | ✓ | ✓ | ✓ |
| Credentials never stored | ✓ | ✓ | ✓ | ✓ |
No credit card required. Full access from day one.
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