Announcing brokerage integrations

Tracking your investment portfolios should be a simple task, but is often cumbersome and unintuitive. Wallmine now helps you research and track your portfolios by easily and securely connecting with your brokerage accounts to sync your transactions automatically.

We also gave the tracker a new look just in time for the holidays so you can reflect on your returns, or losses, of the 2010s in style.

Automatic sync

When you connect your account, new transactions are recognized automatically, so you can always see the accurate return of your portfolio. Dividends and dividend reinvestments are tracked automatically as in the manually managed portfolios.

How to connect your portfolio?

Go to your portfolios and click Connect brokers to start the process of linking your account. Hundreds of brokerages, banks, and institutions are supported right now, including Charles Schwab, Fidelity, Robinhood, E*Trade, and Interactive Brokers.

A new look

You should see minor changes in the design and clarity of your portfolio layout. If you're tracking numerous watchlist or portfolios, you can now view their overall and day's returns right when you open the portfolio screen.

Let us know know if you need any help. We're working on a major update to the portfolio reports, so tell us your thoughts and suggestions. We'd love to hear them!