Better Analyze Your Brokerage Account by Syncing It to AAII’s My Portfolio
Use the flexibility of My Portfolio to customize your analysis of broker holdings with a secure connection.
Charles Rotblut leads a class in AAII’s new Essential Investing Video Course. Go to https://www.aaii.com/ves for more information and to subscribe.
Learn how to import brokerage accounts into AAII My Portfolio for tracking
Understand how extensive data fields and A+ Grades allow for deeper portfolio analysis beyond broker limitations
Discover secure broker syncing via Plaid, including privacy protections and account control
Many members have asked for the ability to import their brokerage holdings directly into AAII’s My Portfolio tracking tool. We’re happy to say that you can now do this.
In this month’s How-To, I explain how to sync your holdings with My Portfolio in a simple and safe manner. The completely rebuilt My Portfolio is located in the AAII Investor Hub and is available to all AAII members.
