BrokerCanadaBeta
TD Direct Investing portfolio tracker
Connect TD Direct Investing 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.
TD Direct Investing is in beta.
Connectable now, still being hardened by SnapTrade. Most accounts sync normally; a few fields can lag.
No credit card required. The demo needs no account.
What comes across from TD Direct Investing
Positions
Stocks, ETFs and funds held at TD Direct Investing, 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 TD Direct Investing 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.
Investors in Canada rarely hold only local assets. FortuneOK handles Canada listings, US listings and LSE UCITS ETFs side by side, each in its own currency, and rolls them into one net worth in the currency you actually spend.
How to connect TD Direct Investing
Open the broker list
Sign in to FortuneOK, open the portfolio menu and choose "Connect a broker".
Choose TD Direct Investing
Pick TD Direct Investing from the list. SnapTrade's secure portal opens and asks for your TD Direct Investing sign in there, never inside FortuneOK.
Approve read-only access
Confirm the connection. TD Direct Investing grants permission to read positions and activity only, with no ability to trade or move money.
Watch the portfolio fill in
Your TD Direct Investing 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 TD Direct Investing password, and nothing in the app can place a trade or move money. See the privacy policy for exactly what is stored.
About TD Direct Investing
TD Direct Investing is a Canadian brokerage.
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
TD Direct Investing is a trademark of its respective owner. FortuneOK is an independent portfolio tracker and is not affiliated with, endorsed by or sponsored by TD Direct Investing. Connections are provided through SnapTrade and availability can change without notice. Visit the official TD Direct Investing site.