Global
tastytrade Portfolio Tracker
Open-source, private, and local-first — your tastytrade data stays on your device.
Wealthfolio is an open-source, local-first portfolio tracker for your tastytrade investments. Your account data lives in a database on your own computer — not on someone else's server.
There are two ways to track tastytrade: automatic, read-only syncing of holdings and balances through Wealthfolio Connect — an optional paid subscription (plans with brokerage sync start at $7.99/month) — or the built-in CSV importer, which is free forever, like the app itself. Either way, you get true time-weighted and money-weighted returns, dividend income tracking, benchmark comparison, and a clear view of all your accounts in one place.
Read-only connection
Wealthfolio can never trade or move money in your tastytrade account.
Local-first data
Your portfolio lives in a database on your computer, not in our cloud.
Open source
Auditable code, no lock-in: your data is always exportable.
Two ways to add your tastytrade account
Automatic sync with Connect
Link tastytrade once through a secure, read-only connection (powered by SnapTrade, a SOC 2 Type II certified aggregator) and your holdings and balances stay up to date automatically.
Part of the optional Wealthfolio Connect subscription — plans with brokerage sync start at $7.99/month.
Learn about ConnectFree CSV import
Export your activity from tastytrade and import it with Wealthfolio's smart CSV importer — including your complete past history. Free forever, no account required, works fully offline.
How importing worksWhat connecting tastytrade looks like
- 1
Choose tastytrade on Wealthfolio's Connect screen
- 2
You're redirected to tastytrade's own website to log in — your credentials never pass through Wealthfolio
- 3
Approve read-only access and you're returned to Wealthfolio
- 4
Holdings and balances sync automatically from then on
Real performance numbers for your tastytrade portfolio
True returns, not just balance changes
Time-weighted and money-weighted returns over any period, so deposits never get counted as gains.
Benchmark comparison
Chart your portfolio against the S&P 500 or any ticker and know whether you're beating the index.
Dividend & income tracking
Every dividend and interest payment tracked, with income summaries by month, account, and holding.
All your accounts, one portfolio
Combine tastytrade with accounts at any other institution — synced, imported, or manual — across currencies.
Frequently asked questions
Does Wealthfolio work with tastytrade?
Yes. You can sync your tastytrade account automatically with Wealthfolio Connect (a read-only connection through SnapTrade, a SOC 2 Type II certified aggregator), or import your activity for free using the CSV importer. The app itself is free and open source.
Is it safe to connect my tastytrade account?
Connections are read-only — Wealthfolio can never trade, move money, or change anything in your tastytrade account. Authentication happens through SnapTrade, and your portfolio data is stored locally on your device, not in a cloud database.
What does syncing from tastytrade include?
Holdings, balances, and transactions sync automatically, so your positions, performance, and dividend income stay up to date.
How much does it cost?
The Wealthfolio app is free and open source — manual tracking and CSV imports cost nothing, forever. Automatic broker syncing is part of Wealthfolio Connect, an optional subscription: plans with brokerage sync start at $7.99/month, which covers the real cost of the brokerage data connection.
Can I see tastytrade together with my other accounts?
Yes. Wealthfolio is built for multi-account portfolios: combine tastytrade with any other brokerage, bank, or crypto account — synced or manual — and get unified performance, allocation, and income views across everything, in your currency of choice.
Does tastytrade have a public API?
Yes — tastytrade offers a developer API, which SnapTrade uses for this integration. Wealthfolio's connection is read-only: it can see holdings and balances but can never trade.
Also supported
Start tracking your tastytrade portfolio
The app is free and open source, and your data stays on your device. Import via CSV for free, or add automatic syncing with the optional Connect subscription.