How Tykr Connects to Brokers and Tracks Your Investment Portfolios

Updated

Tykr connects to more than 40 brokerage accounts—including Schwab, Fidelity, Robinhood, and E*TRADE—so your portfolio tracker can update automatically instead of relying on manual entry. Once connected, you can manage multiple portfolios in one place, see overall ratings, track performance, and review projections through the web app or the iOS and Android mobile apps. The full broker list is visible inside Tykr after you join, and access starts with a 30-day free trial.

What broker connections do in Tykr

The broker connection feature is the automation layer behind the portfolio tracker. Rather than typing in every holding, you link an account and Tykr pulls your positions into the tracker for you.

  • Coverage: 40+ supported brokers, with Schwab, Fidelity, Robinhood, and E*TRADE named as examples.
  • What it automates: the portfolio tracker itself, so holdings and performance stay current without manual updates.
  • Where to confirm your broker: Tykr states that the full list is available after joining, so check for your specific institution inside the product before committing.

If your broker isn't on the list, the tracker can still be useful, but you should expect to maintain positions by hand.

How portfolio tracking works once connected

Tykr's tracker is built for investors running more than one account or strategy. After connecting brokers, the tracker lets you:

  1. Manage multiple portfolios separately—for example, a retirement account and a taxable brokerage account.
  2. See overall ratings for the holdings in each portfolio, using the same rating language applied across the platform.
  3. Track performance over time.
  4. Review projections based on your current positions.

The ratings tie directly into Tykr's decision framework. Stocks are scored as On Sale, Watch, or Overpriced, and the platform frames a margin of safety of 50% or higher as the target for a buy candidate. In the portfolio view, those same ratings help you spot which holdings still look attractively valued and which have drifted into overpriced territory.

Ratings and alerts that feed the tracker

Two alert types connect the tracker to day-to-day decisions:

  • Opportunity Alerts notify you when a stock changes to "On Sale."
  • Risk Alerts notify you when a stock changes to "Overpriced."

A watchlist works alongside the tracker: when you add stocks and their ratings change, you're notified automatically. Together, the tracker shows what you own and the alerts show what may deserve action.

Where you can access it

Access method What you can do
Web app Screen stocks, manage portfolios, track performance from any browser
iOS and Android apps Stay connected on the go, receive alerts, make decisions from anywhere

Both surfaces draw on the same account, so a portfolio connected on the web is visible in the mobile app.

A practical setup sequence

  1. Start the free trial through the signup link on tykr.com. The trial runs 30 days, can be canceled at any time, and is backed by a 30-day money-back guarantee.
  2. Confirm your broker appears on the in-product list of 40+ connections.
  3. Connect the account and let the tracker populate your holdings.
  4. Set up separate portfolios if you want accounts or strategies tracked independently.
  5. Add candidate stocks to your watchlist so rating changes generate notifications.
  6. Review the overall ratings in each portfolio and compare them against the On Sale / Watch / Overpriced scale.

Common sticking points

  • Broker not supported: the 40+ list is broad but not universal. Verify before assuming a connection exists.
  • Expecting trade execution: Tykr's described role is analysis and tracking—screening, ratings, portfolio monitoring, and alerts. The materials describe connecting brokers to automate the tracker, not placing trades from within Tykr.
  • Treating ratings as instructions: the On Sale / Watch / Overpriced system is a screening aid built around fair value and margin of safety. It organizes research; it doesn't remove the need to understand what you own.

For beginners, the platform also includes a self-guided checklist, custom filters, and educational content aimed at moving from first steps to confident investing, which pairs naturally with connecting a broker early so the tracker reflects real holdings as you learn.