Portfolio Genius Now Connects to 2,400+ Financial Institutions

Managing investments across multiple brokerages has always been painful. Exporting CSV files, wrestling with formatting, and re-importing every time something changes—it's tedious, error-prone, and never up to date. Today that's over. We're launching automatic brokerage sync, powered by Plaid—the same secure infrastructure used by Venmo, Coinbase, and thousands of financial apps.

The Problem: Manual Portfolio Tracking Is Broken

Until now, getting your portfolio into any tracking tool required manual work. Log in to each brokerage. Find the export button (different for every platform). Download a CSV. Upload it. Hope the format is compatible. Repeat every time you make a trade, receive a dividend, or want an updated picture.

The result? Most investors either track stale data or give up entirely. Your portfolio tracker shows last week's positions. Your risk metrics are calculated on outdated holdings. And the AI analysis you rely on is working with incomplete information.

The Solution: Connect Once, Auto-Sync Forever

With automatic brokerage sync, you connect your accounts once and your portfolio stays current. New trades, dividend payments, cash movements—everything flows in automatically. No exports, no uploads, no manual reconciliation.

What Gets Synced

Auto-sync pulls comprehensive data from your brokerage accounts, giving Portfolio Genius a complete and current picture of your investments:

2,400+ Supported Institutions

Plaid connects to virtually every major US financial institution. Whether you have a 401(k) at Fidelity, a brokerage account at Schwab, a Roth IRA at Vanguard, or a Robinhood account for individual picks, you can connect them all to Portfolio Genius.

Already tracking your portfolio via CSV? Our broker export guides for Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, and Interactive Brokers remain available as a fallback option.

Security & Privacy

We know trust matters when it comes to financial data. Auto-sync is built on Plaid—a regulated financial infrastructure provider used by thousands of apps and trusted by millions of users. Here's what that means in practice:

What Changes for Existing Users

Nothing breaks. If you're currently tracking your portfolio via CSV import, that continues to work exactly as before. Auto-sync is an additional way to get your data in—not a replacement. You can even use both: auto-sync for your primary brokerage and CSV for any accounts that aren't supported.

The main difference you'll notice is a new “Connect Brokerage” option when creating or editing a portfolio. Premium subscribers will see this alongside the existing CSV upload and screenshot options.

What's Next: AI Meets Live Data

Auto-sync isn't just about convenience—it fundamentally improves the quality of AI analysis. When your AI advisor works with live, complete data instead of stale CSV snapshots, the recommendations are more accurate, more timely, and more actionable.

With continuously synced portfolios, your AI advisor can:

• React to new trades—Spot concentration risk as soon as you add a position, not days later when you remember to re-export your CSV
• Track dividend income—Accurate dividend tracking with real payment dates and amounts flowing in automatically
• Generate timely suggestions—Trade suggestions based on your actual current holdings, not a stale snapshot from last week
• Monitor allocation drift—Catch portfolio drift in real time and recommend rebalancing when it matters

Frequently Asked Questions