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This is a big task, so we are doing it in steps. Our goal is to make the best portfolio management tool for long term individual investors.
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Where are we at?
One of the biggest frustrations with using any portfolio management tool is keeping it up to date. We know how tedious it can be to manually add every holding or transaction. To solve this, we’re building a way to allow a seamless connection to your broker, so your portfolio will be imported in a matter of minutes and automatically stay up to date, always.
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It is important to us that you can rest assured that your data is completely anonymised and safe. We have built the integration as a read-only service, meaning that Simply Wall St and our integration partners are unable to make any change to your portfolio. You can learn more about Passiv and Yodlee by clicking on the links.
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At this stage, the portfolio is still in Beta. Meaning it's not available to all users, it has very basic features and a limited amount of brokers supported.
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If you’re already able to link your portfolio, it can already help you staying up to date with your companies. For any important update, we’ll send you an email directly to your inbox so that you can stay up to date with key developments effortlessly and ignore the noise.
At the moment, the portfolio beta current open to US and Australian customers, with a select group of brokers including Robinhood, TDAmeritrade, Commsec, Stake, Webull and Interactive Brokers. US and Australian customers can view the full list by going to this link.
What to expect next?
In the future, we’re going to work towards supporting any major broker in the world. Our mission is to help every retail investor to build a successful portfolio, so no matter in which country you live in, we’ll do our best to support your broker (not an easy task!).
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The new portfolio (beta) is currently available to most of US and Australian customers and in the following weeks it will be made available to anyonerolling out to all users soon. You can check if you already have access and try it out by heading to simplywallst.com/portfolio/newIf you’re interested in joining a research session, where you will be given the opportunity to provide feedback to the team and help us test upcoming features, head over to the form here to register your interest.
That’s it for now! Stay tuned for new updates along the way.