Portfolio Monitor: your connected brokerage holdings in one place
Portfolio Monitor reads the brokerage accounts you connect and shows what you hold right now: total balance including cash, your biggest position and its share of the portfolio, and how your holdings split by sector and by type (stocks, ETFs, bonds, crypto and cash). Holdings at more than one broker appear together.
You sign in with your broker, never with Agenticks, and viewing holdings never places an order. Some brokers connect for reading only, including Questrade, Robinhood, Vanguard, Interactive Brokers and Fidelity. The ones that can also take orders from an approved strategy are Wealthsimple, Charles Schwab, E*TRADE, Webull, Tastytrade, Public, Alpaca, MooMoo, Coinbase, Kraken and Binance.
Questions people ask
- How does Portfolio Monitor get my holdings?
- You connect your brokerage account and sign in with your broker, never with Agenticks. Portfolio Monitor reads your accounts and shows what you hold. Viewing holdings never places an order.
- Which brokerages can I connect?
- Most large US and Canadian retail brokers, including Wealthsimple, Charles Schwab, Fidelity, Interactive Brokers, Questrade, Robinhood, Webull and Vanguard, plus Coinbase, Kraken and Binance for crypto. Some connect for reading only. The ones that can also take orders from an approved strategy are Wealthsimple, Charles Schwab, E*TRADE, Webull, Tastytrade, Public, Alpaca, MooMoo, Coinbase, Kraken and Binance.
- Does Portfolio Monitor recommend investments?
- No. It describes what you hold. It does not recommend securities or tell you what to buy or sell.