Why Link Your Brokerage?
TickerTrust works best when it knows what you actually own. By linking your brokerage account via Plaid, your real holdings appear in Portfolio, Dashboard, and Analysis — so every TrustScore, risk metric, and AI insight is based on your real positions, not hypothetical ones.
Plaid supports over 12,000 financial institutions including Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, and more. The connection is read-only — we never place trades or move money.
How to Link
Go to Settings > Connection and click "Link Bank or Brokerage." Select your institution, log in with your credentials, and choose which accounts to share. Your holdings sync automatically within seconds.
- •Your holdings appear in Portfolio with a "LINKED" badge to distinguish from paper trades.
- •The Dashboard shows your combined total (paper + brokerage).
- •TrustAI can analyze your real portfolio when you ask "analyze my portfolio."
- •Risk metrics (VaR, Sharpe, drawdown) calculate using your actual positions.
- •Price alerts are auto-created for your linked holdings (-10% and +15%).
Real Portfolio Tab
The Trade page now has a "Real Portfolio" tab that shows only your brokerage holdings — separate from paper trades. Each holding links directly to the Analysis page for a full TrustScore breakdown.
Click "Sync" on any linked institution in Settings to refresh your holdings with the latest data from your broker.