BrokerUnited StatesAvailable
Schwab portfolio tracker
Connect Schwab to FortuneOK and your positions, cash balances and available trade history import automatically. Every holding keeps its own currency and every transaction is converted at the exchange rate of the day it happened, so what you see is the return you actually earned, not one distorted by today's rate.
No credit card required. The demo needs no account.
What comes across from Schwab
Positions
Stocks, ETFs and funds held at Schwab, with quantities and live prices refreshed on every sync.
Cash balances
Uninvested cash in each account, in the currency the account holds it.
Trade history
Buys, sells, dividends and fees, where Schwab publishes an activity feed. When it does not, FortuneOK reconstructs your entry from the average cost the broker reports, so profit and loss is never blank.
A Schwab account is priced in dollars, which is only the whole story if dollars are what you spend. FortuneOK reports it in whichever base currency you pick, so an expat or a cross-border investor can read a US account and a local one on the same scale.
How to connect Schwab
Open the broker list
Sign in to FortuneOK, open the portfolio menu and choose "Connect a broker".
Choose Schwab
Pick Schwab from the list. SnapTrade's secure portal opens and asks for your Schwab sign in there, never inside FortuneOK.
Approve read-only access
Confirm the connection. Schwab grants permission to read positions and activity only, with no ability to trade or move money.
Watch the portfolio fill in
Your Schwab account arrives as its own portfolio tab and joins the combined view of everything you own.
The connection is read-only for the whole of its life. FortuneOK never receives your Schwab password, and nothing in the app can place a trade or move money. See the privacy policy for exactly what is stored.
About Schwab
Schwab is an American multinational financial services corporation based in San Francisco, California.
Hold accounts elsewhere too?
Connect as many as you like. Each broker gets its own portfolio tab, and a combined view sums them into one net worth.
Trademark notice
Schwab is a trademark of its respective owner. FortuneOK is an independent portfolio tracker and is not affiliated with, endorsed by or sponsored by Schwab. Connections are provided through SnapTrade and availability can change without notice. Visit the official Schwab site.