Skip to main content

​
Setting Up Your Portfolio

Track your investments in Rallies to see performance at a glance, get AI-powered insights, and understand your allocation. You can connect your brokerage for automatic syncing or add holdings manually.

​
Two Ways to Set Up

MethodBest ForEffort
Connect BrokerageAutomatic sync, always up-to-date2 minutes setup, then automatic
Manual EntryPrivacy preference, simple portfolios5-10 minutes, requires updates
Most users prefer connecting their brokerage—it’s faster and stays current automatically.

​
How It Works

We use Plaid, the same secure service used by Venmo, Robinhood, and thousands of banking apps. When you connect:
  1. You log into your brokerage through Plaid’s secure window
  2. Plaid verifies your identity with your broker
  3. Rallies receives read-only access to see your positions
  4. Your holdings sync automatically
We can see: Your holdings, quantities, and cost basis We cannot see: Your login credentials, account numbers, or make any trades

​
Connect on Web

  1. Click “Portfolio” in the left sidebar
  2. Click “Connect Brokerage” (or ”+ Add Account” if you’ve used Portfolio before)
  3. Search for your brokerage
    • Type the name (Fidelity, Schwab, Robinhood, etc.)
    • Select from the list
  4. Log in through Plaid
    • A secure window opens
    • Enter your brokerage credentials
    • Complete any two-factor authentication your broker requires
  5. Select accounts to link
    • Choose which accounts to sync (brokerage, IRA, etc.)
    • You can select all or just specific ones
  6. Click “Connect”
Your holdings should appear within a few seconds. If you have many positions, it may take a minute.

​
Connect on Mobile

  1. Tap “Portfolio” in the navigation
  2. Tap “Connect Account”
  3. Search for and select your brokerage
  4. Log in through the Plaid screen
    • Use Face ID/Touch ID if your broker supports it
  5. Select accounts and confirm

​
Supported Brokerages

We support most major US brokerages including:
  • Fidelity
  • Charles Schwab
  • TD Ameritrade
  • E*TRADE
  • Robinhood
  • Vanguard
  • Interactive Brokers
  • Webull
  • Merrill Edge
  • And many more…
Full list of supported brokerages → Don’t see yours? You can still use manual entry, or let us know which brokerage you’d like us to add.

​
Option 2: Add Holdings Manually

If you prefer not to connect your brokerage, you can enter holdings yourself.

​
Add Holdings on Web

  1. Click “Portfolio” in the left sidebar
  2. Click “Add Manually” or ”+ Add Holding”
  3. For each position, enter:
    • Ticker symbol (e.g., AAPL)
    • Number of shares (e.g., 50)
    • Cost basis per share (optional, for gain/loss tracking)
    • Purchase date (optional)
  4. Click “Add”
  5. Repeat for each holding

​
Add Holdings on Mobile

  1. Tap “Portfolio”
  2. Tap ”+” or “Add Holding”
  3. Search for the stock by ticker or name
  4. Enter shares and cost basis
  5. Tap “Save”

​
Tips for Manual Entry

  • Start with your largest positions - You don’t have to enter everything at once
  • Round numbers are fine - Exact share counts aren’t critical for analysis
  • Cost basis is optional - Without it, you won’t see gain/loss, but other features still work
  • Update periodically - Remember to add new purchases and remove sales

​
What You’ll See After Setup

Once your portfolio is set up, you’ll have access to:

​
Portfolio Overview

  • Total value - Sum of all holdings
  • Today’s change - How much you’re up or down today
  • Total gain/loss - Overall performance (if cost basis is entered)

​
Holdings List

  • Each position with current value
  • Individual gain/loss per holding
  • Percentage of portfolio

​
Allocation Breakdown

  • By sector - Tech, Healthcare, Finance, etc.
  • By position - Concentration in individual stocks
  • Visual charts showing diversification

​
AI-Powered Insights (Pro)

  • Risk analysis
  • Concentration warnings
  • Earnings exposure
  • Natural language portfolio queries

​
Ask the AI About Your Portfolio

Once set up, try asking:
  • “How is my portfolio doing?”
  • “What’s my biggest risk right now?”
  • “Am I too concentrated in any sector?”
  • “Which of my stocks report earnings soon?”
  • “How would rising interest rates affect my portfolio?”
The AI has context about your actual holdings and can give personalized analysis.

​
Portfolio Privacy & Security

​
Your Data is Secure

  • Encryption: All data is encrypted in transit and at rest
  • Plaid security: Bank-level security protocols
  • Read-only access: We can never make trades or withdrawals
  • No credential storage: We never see or store your brokerage password

​
Your Data is Private

  • We don’t sell your portfolio data
  • We don’t share your holdings with third parties
  • You can disconnect anytime and we’ll delete your synced data
Full security details →

​
Troubleshooting Setup Issues

​
”My brokerage isn’t listed”

Try searching by different names (e.g., “Schwab” vs “Charles Schwab”). If it’s truly not supported, use manual entry or request we add it.

​
”Connection failed”

  • Verify your brokerage login works directly on their site
  • Check if your broker is experiencing an outage
  • Try again in a few minutes
  • Make sure you complete any 2FA prompts

​
”Not all accounts showing”

  • Go back to Plaid and make sure you selected all desired accounts
  • Some account types (certain IRAs, 529s) may not sync
  • Check if the account has holdings (empty accounts may not appear)

​
“Holdings are wrong or missing”

  • Sync can take up to 24 hours for full accuracy
  • Some complex securities (options, certain ETFs) may not sync correctly
  • Try disconnecting and reconnecting
  • Use manual entry to add any missing positions
More troubleshooting →

​
Frequently Asked Questions

​
Is it safe to connect my brokerage?

Yes. We use Plaid, which is trusted by thousands of financial apps and banks. We receive read-only access—we can see your holdings but can never make trades, transfer money, or access your credentials.

​
Can Rallies trade stocks for me?

No. Rallies is a research and tracking platform only. We have no ability to execute trades, even with a connected brokerage.

​
What if I have multiple brokerage accounts?

You can connect multiple brokerages. All holdings will appear in your portfolio view, giving you a consolidated picture of your investments.

​
How often does my portfolio sync?

Connected brokerages typically sync multiple times per day. For real-time positions, we recommend checking your actual brokerage app.

​
Can I use both connection and manual entry?

Yes! You might connect your main brokerage and manually add holdings from elsewhere (like company stock or a spouse’s account you want to track together).