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From Chaos to Clarity
Track your financial data in one place: bank accounts, brokerage accounts, IRAs, 401(k)s, 529 Plans and more.
FREE
Track your primary investment account completely free of charge, and have full access to all functionality.
$
0
00
Monthly
-
Link 1 investment account
-
Access to Portfolio Dashboard
-
Position and Transaction detail reports
-
Account level charts and data
-
Create custom categories
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Provide us feedback
Sign up now
Share your thoughts! Let us know what works well and where we can improve.
UNLIMITED
Connect all your investment and banking accounts for a comprehensive view of your financial health.
$
8
33
Monthly
-
Link an unlimited number of investment accounts
-
Link an unlimited number of bank accounts
-
Access to Portfolio Dashboard
-
Position and Transaction detail reports
-
Account level charts and data
-
Risk Fee - Cancel anytime and receive full prorated refund
Sign up now
$8.33 /month will be billed $99.99 yearly. All pricing in US Dollars.
Great Deal
Common Questions
After registering with MyStockData.com you can quickly link your investment accounts. Simply search for your financial institutions (like Charles Schwab or Vanguard) and login as you normally would. You'll then have access to consolidated data and charts based upon your holdings and transactions.
Bank accounts (like Chase or Bank of America) primarily include checking and savings accounts, but could also be a money market, CD, etc. Financial institutions treat these types of accounts slightly different than an investment account, so they are linked separately. You can link in as many as you like though, and have your data in one place.
Custom accounts are accounts not linked to a specific financial institution. For example: the value of your house, or the cash you have buried in the back yard. Also, Custom Accounts can be used if a bank or investment account cannot be linked.
Once you have your accounts linked and setup, our system will automatically update daily so that you can view and track your financial history over time via the Dashboard. The two primary views in the Dashboard are:
- View on a daily basis the value of everything you have linked. You can compare and contrast one day to the next, one month to the next, etc. It is also a very simple way to share with your loved ones or heirs, the exact location and value of all your assets.
- View all monthly income generated by your investments, how much cash you have, etc. This makes it incredibly easy to manage and track dividends or cash available for future purchases. No more logging into multiple financial institutions in order to see how much money was made last month.
Separately, you can also view detailed reports of all your individual positions via the Positions report.
MyStockData has partnered with Plaid so you can link your Investment and Bank accounts. If you have a supported investment or bank account, you can quickly connect and consolidate your financial data.
No, MyStockData is not a broker dealer. MyStockData provides a user interface to allow you to link your investment and bank accounts and view data only. Our service is not for trading, or making transactions.
MyStockData does save your portfolio transactions and holding information so that you can view historical data. Also, you can see simply graphs and charts to understand how your portfolio has changed over time. To learn more about your privacy related to usage of our service, please see our Privacy Policy and Terms of Use.
No, MyStockData does not store your Account login credentials or security questions. Plaid passes your credentials to your broker or bank for authentication and securely stores them in order for your account information to be periodically refreshed. Please feel free to learn more about Plaid, and see how they handle data.