Portfolio Tracking Hub
Connect your brokerage in seconds and auto-sync your portfolio. Supports 2,400+ institutions with bank-level security.
Auto-Sync Your Brokerage
The fastest way to track your portfolio. Connect once and your holdings, transactions, and cash balances stay up to date automatically.
Connect
Search for your brokerage and securely log in through Plaid.
Authenticate
Verify your identity with your broker. Your credentials are never stored.
Auto-Sync
Your portfolio updates automatically. No manual entry, no CSV uploads.
Supports Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, Interactive Brokers, Chase, Merrill Lynch, Wells Fargo, and 2,400+ more.
Connect Your Broker
Most brokers connect instantly via auto-sync above. These guides also cover CSV import as an alternative.
Fidelity
Import your 401(k), IRA, and brokerage holdings in under 2 minutes.
Charles Schwab
Import Schwab positions with free AI analysis and risk scores.
Robinhood
Export your Robinhood stocks and crypto for AI-powered insights.
Vanguard
Consolidate all Vanguard accounts — IRAs, 401(k)s, brokerage.
Interactive Brokers
Import IBKR positions via Flex Query or CSV in under 3 minutes.
E*TRADE
Export E*TRADE / Morgan Stanley positions for free AI analysis.
Compare Portfolio Trackers
Side-by-side comparisons of Portfolio Genius against popular alternatives. See features, pricing, and honest pros and cons.
Getting Started
New to portfolio tracking? Connect your brokerage with auto-sync or follow these beginner-friendly guides.
Understanding Risk Metrics
Learn the key metrics that help you measure portfolio performance and risk.
More Resources
All-in-One Tracker
Track your 401(k), IRA, HSA, brokerage, and crypto together in one dashboard.
All Features
Explore AI recommendations, real-time analytics, trade management, and more.
Leaderboards
See how portfolios compete and learn from top-performing strategies.
Pricing
Simple, transparent pricing. Start free or unlock premium AI features.
Blog
Investing guides, case studies, and platform updates.
Ready to track your portfolio with AI?
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