Integrate Your Schwab Data with Your Other Investments for Comprehensive Reporting!
Unlock the power of detailed reporting and insightful charts by linking your Charles Schwab account data with all your other investment accounts. Gain a holistic view of your financial portfolio and make informed decisions with ease. Start integrating today and take control of your portfolio like never before!
Link your Schwab data with your other investments!
By signing in to Schwab and your other investment accounts through MyStockData, you’ll be able to view and track your financial data in one place. No need to log in to multiple accounts again!
Save Time
Track all of your account balances, transactions, and investments in one place.
Know Your Worth
Our Dashboard contains a simple chart displaying the daily balances across all of your accounts.
Track Your Dividends
Our reports make it easy to keep tabs on all of your total monthly dividend income.
Movers and Shakers
See Position Reports so you can quickly identify top winners and losers in your Portfolio.
Peace of Mind
Safe and Secure
We work with Plaid, the most trusted digital finance platform, to securely connect your accounts. When you sign in to one of your investment or bank accounts through MyStockData, you simply allow us to pull account balances and transaction data. We then provide you useful information and charts based on that data. It in no way provides access to your actual account, saves your login information, or grants the ability to make any account changes or trades.
We take the security of your financial information very seriously and use industry-leading security measures to protect your data.
Why Choose Us
Discover the benefits of choosing MyStockData.com
We offer comprehensive investment tracking with user-friendly features, easy-to-understand data, and great analysis tools.
Our website is easy to use, navigate, and understand. Quickly and securely connect multiple investment accounts in one place. Categorize your accounts and investments to aid in recall, making it easier to keep track of your financial history.
Holistic portfolio view: Get a complete overview of your portfolio across all linked accounts, with up-to-date market values. Comprehensive transaction reports: Track your investment transactions and gain valuable insights into your portfolio performance.
We offer a bevy of ways to analyze investments at various levels: overall, by account, by category, and by investment. Quickly view your profits/losses, return on investment, and estimated tax implications.
Free Charles Schwab Account
Track your Schwab investment account completely free of charge, and have full access to all functionality.-
Link your Charles Schwab investment account
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Access to Portfolio Dashboard
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Position and Transaction detail reports
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Account level charts and data
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Create custom categories
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Provide us feedback
Unlimited Account
Connect all your investment and banking accounts for a comprehensive view of your financial health.-
Unlimited investment accounts. Charles Schwab included!
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Link an unlimited number of bank accounts
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Access to Portfolio Dashboard
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Position and Transaction detail reports
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Account level charts and data
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Create custom categories
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Risk Fee - Cancel anytime and receive full prorated refund