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Simon's avatar

Does it incorporate your entire brokerage history upon connecting to the API (I assume that's how you plug in the data)?

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Wolf of Harcourt Street's avatar

Yes, as long as you select full history when exporting for the first time.

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Isaac B.'s avatar

Does it link with Schwab for automatic portfolio tracking??

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Wolf of Harcourt Street's avatar

I don't have Schwab so I don't know but you can check on their website, they list all the brokers they integrate with.

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Isaac B.'s avatar

Yes I checked but it says you need to upload the portfolio file manually. This method is outdated and a big hassle. What method do you use to link your account?

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Wolf of Harcourt Street's avatar

I use the upload file because my investments are across more than one broker.

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