Social Portfolio can pull your holdings in automatically so you never type them by hand. Pick your brokerage, sign in on its own page, choose which accounts to share, and you are done. Fidelity, Robinhood, Schwab, Interactive Brokers and around 20 others are supported.
From a portfolio, tap Connect a broker. Or, from your Profile tab, open the gear icon, then Brokerages, then the add button. Both take you to the same place.
Search or scroll the list and tap yours, then tap Connect. A short screen explains what happens next before you continue.
A secure browser page opens for your brokerage. Sign in there exactly as you normally would. Approve the request on your phone if your broker sends one.
When you are returned to Social Portfolio, pick which of your brokerage's accounts to import and where each one lands, a new portfolio or an existing one. You can leave any account out.
Tap Import. Your holdings are pulled in and encrypted into your vault right away.
If you close the sign in page before finishing, nothing is connected and you can just try again from Connect a broker.
Your brokerage may take a moment to share your accounts after you sign in. Try the connection again in a few minutes.
Brokerage connections can expire, and your broker may quietly stop sharing until you sign in again. Open Brokerages in Settings and tap Repair on the connection, then sign in again.
Trades from today may not have settled at your broker yet, so they can take a while to appear. Cash balances also depend on your broker sharing them.
Open Brokerages in Settings, then tap Disconnect on the connection. Holdings you already imported stay in your portfolios; nothing more is pulled in from that connection.
Your holdings are held in memory only for the moment they are imported, then encrypted into your vault on your device. They are never stored on our servers, and your share counts and prices stay encrypted on your device as always.