Track Your Portfolio From Any Broker (2026 Guide)
Connect or export from Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, Interactive Brokers, and more
Portfolio Genius Team
AI Portfolio Management Experts · Quantitative finance and portfolio optimization
Portfolio Genius works with investments from any brokerage. Whether you use one of the major brokers or multiple accounts across different platforms, you can consolidate everything into a single dashboard for AI-powered portfolio analysis.
Two Ways to Track Your Investments
Automatic Integration
Connect your Alpaca brokerage account for real-time syncing, direct trade execution, and optional fully-automated bot trading.
- Positions sync automatically
- Execute trades from AI suggestions
- Enable bot trading for automation
Import Wizard
Upload CSV files, text files, or even screenshots from any brokerage. Our AI automatically extracts your positions.
- CSV, TXT, and screenshot support
- AI-powered position extraction
- Review and edit before saving
- Instant AI portfolio analysis
Supported Brokerages
Click on your broker to see step-by-step instructions for exporting your portfolio data. If you use Fidelity, see our Fidelity portfolio tracker guide for a detailed walkthrough.
Alpaca
API IntegrationCommission-free trading with full API integration. Automatic syncing, direct trade execution, and optional bot trading.
Fidelity
One of America's largest brokerages. Export your positions and transactions for AI-powered analysis.
Charles Schwab
Major brokerage now including TD Ameritrade accounts. Export your complete portfolio data.
Vanguard
The pioneer of low-cost index investing. Export your mutual funds and ETF positions.
Robinhood
Popular app for new investors. Download your complete trading history and positions.
E*TRADE
Now part of Morgan Stanley. Export positions and transactions from your accounts.
Interactive Brokers
The broker for sophisticated traders. Use Flex Queries for comprehensive data export.
Using a Different Broker?
Even if your broker isn't listed above, you can still use Portfolio Genius. Our Import Wizard makes it easy to get your positions into the system:
Three Ways to Import Your Portfolio
Upload a CSV or Text File
Export your positions from your broker and upload the file. Our AI will automatically extract your holdings.
Upload a Screenshot
Take a screenshot of your portfolio page and upload the image. AI vision will read and extract your positions.
Enter Positions Manually
Add positions one by one with ticker symbol, quantity, and optional cost basis.
After uploading, you can review and edit the extracted positions before saving. Portfolio Genius will fetch current prices and provide instant AI-powered analysis of your imported portfolio. Once your data is loaded, our real-time analytics dashboard keeps every metric up to date automatically.
Why Consolidate Your Portfolios?
See the Complete Picture
Individual broker dashboards only show part of your wealth. Portfolio Genius aggregates everything so you can understand your total asset allocation, risk exposure, and diversification.
Unified Risk Analysis
You might have similar positions across accounts without realizing it. Consolidated analysis reveals concentration risks and correlation issues you couldn't see before. Learn more in our guide on how to track your portfolio across multiple brokers.
Smarter AI Recommendations
AI recommendations are only as good as the data they're based on. With your complete portfolio picture, our AI can provide truly personalized advice that accounts for all your investments. See how AI portfolio management works for a closer look at the analysis behind these suggestions.
Get Started Today
Whether you have a single brokerage account or investments spread across multiple platforms, Portfolio Genius helps you see and optimize your complete investment picture. Pick your broker from the list above and follow our step-by-step guide, or read how to set up your first AI-managed portfolio to get started.
Frequently Asked Questions
Can I track investments from multiple brokers in one place?
Yes. Portfolio Genius lets you import holdings from any brokerage — Fidelity, Schwab, Vanguard, Robinhood, Interactive Brokers, and more — into a single dashboard. You get a unified view of your total allocation, overlap detection, and AI-powered analysis across all accounts.
How do I export my portfolio from my brokerage?
Most brokerages let you download your positions as a CSV file. In Fidelity, click the Download icon on your Positions page. In Schwab, go to Accounts > History > Export. In Vanguard, use the Download option under My Accounts > Holdings. Each broker guide on this page includes step-by-step instructions.
Is Portfolio Genius free to use?
You can try a full AI portfolio analysis at portfoliogenius.ai/try with no signup or credit card required. For ongoing tracking, the Lite plan starts at $10/month with a 7-day free trial and includes daily AI reviews, trade suggestions, and up to 3 portfolios.
Ready to consolidate your portfolios?
Create a free account and use our Import Wizard to upload your portfolio files or screenshots. Get instant AI-powered analysis of your investments.
Broker Portfolio Tracking Guides
Track Your Fidelity Portfolio with AI
Export and analyze your Fidelity investments with AI-powered insights.
Track Your Schwab Portfolio with AI
Import Charles Schwab positions and get free AI-powered portfolio analysis.
Track Your Robinhood Portfolio with AI
Export Robinhood stocks and crypto, then get AI risk scores and trade ideas.
Track Your Vanguard Portfolio with AI
Consolidate Vanguard IRAs, 401(k)s, and brokerage accounts in one AI-powered dashboard.
Track Your E*TRADE Portfolio with AI
Import E*TRADE holdings via CSV for free AI-powered portfolio analysis.
Track Your Interactive Brokers Portfolio with AI
Import IBKR positions via Flex Query or CSV for free AI portfolio analysis.
Track Investments Across Multiple Brokers
Consolidate all your brokerage accounts into one unified portfolio view.
Looking for a full comparison? See our ranking of the best portfolio trackers for 2026.
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How to Export Your Portfolio from Any Brokerage (2026 Guide)
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Import your Fidelity 401(k), IRA, and brokerage holdings in under 2 minutes. Get AI-powered risk scores and overlap detection — completely free.
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