Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by tastytrade.
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Track your tastytrade portfolio with Wealthfolio
Connect your eligible tastytrade account once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions.
Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.
From your tastytrade account to your whole investment picture
Keep your portfolio current
Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.
Bring institutions together
See tastytrade alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from tastytrade
- Available data
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- Crypto, ETF, futures, option, and stock holdings with account balances
- Adjustments, buys, sells, deposits, withdrawals, dividends, fees, interest, option events, and transfers
- Eligible accounts
- Eligible tastytrade investment accounts shown during authorization.
- Available history
- Available activity can extend back to the account opening date.
- Updates
- tastytrade makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now.
How to connect tastytrade
Connection method: OAuth on tastytrade's website. Follow the steps below to add the account.
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Choose tastytrade in Wealthfolio Connect and open SnapTrade's secure connection window.
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Follow the redirect to tastytrade's website and sign in there.
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Review the eligible accounts and read-only access requested for portfolio synchronization.
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Approve the connection, return to Wealthfolio, and review your accounts.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
With OAuth, you enter your tastytrade username and password only on tastytrade's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Frequently asked questions
How much tastytrade activity can Wealthfolio sync?
Available activity can go back to when you opened the account. This can include trades, cash movements, income, fees, interest, option events, transfers, and adjustments.
Does Wealthfolio get my tastytrade password?
No. You sign in on tastytrade's website and approve read-only access. You can disconnect later to stop future updates.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect tastytrade?
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