Link Your Brokerage to Barchart | Turn Your Portfolio Into a Trading & Screening Tool

Why It Matters

Linking brokerages to Barchart gives investors a single, secure dashboard for real‑time analysis and automated strategy execution, boosting efficiency and reducing operational risk.

Key Takeaways

• Link brokerage to Barchart for automatic holdings import.
• Three data levels: full history, limited, summary positions only.
• Imported transactions are immutable; edit via manual portfolio only.
• Daily background refresh; manual refresh updates new activity instantly.
• Integrated tools enable screening, technical analysis, and alerts on live portfolio.

Summary

The video walks users through linking a brokerage account to Barchart’s Investor Portfolio, turning a simple holdings list into an interactive trading and screening hub.

After selecting the Investor Portfolio under the Tools tab, users can choose to link a brokerage, upload a CSV, or build a manual portfolio. The tutorial emphasizes three connection tiers—full transaction history, limited history (typically two‑to‑four years), and summary positions only—each dictated by the broker’s API. Barchart’s encrypted integration never stores credentials and often requires two‑factor authentication.

Once authenticated, holdings import automatically, with a progress meter and the option to monitor status. If a broker supplies only recent data, Barchart generates an inferred starting position and average cost basis. Imported transactions are read‑only; users can filter them but must create a manual copy to edit or delete entries. Portfolios refresh nightly, and a manual refresh pulls new activity without re‑importing the entire history.

By consolidating real‑time positions with Barchart’s technical signals, news feeds, and screener filters, investors can analyze, alert, and strategize directly from the platform. This integration reduces manual data entry, improves decision speed, and positions Barchart as a one‑stop solution for active traders and portfolio managers.

Original Description

Most brokerage apps are built for just buying and selling.

They’re not built for analysis.

In this video, we walk through how to link your brokerage account to Barchart’s Investor Portfolio — and turn your portfolio into a fully integrated analysis and trading workflow.

Once connected, you can:

Track all your holdings across multiple accounts in one place

Apply trading signals and technical indicators directly to your portfolio

Use Flipcharts to scan your positions instantly

Break down market value, cost basis, and allocation

Run screeners using your portfolio to include or exclude positions

Export data, set advanced alerts, and receive automated reports

This isn’t just tracking.

It’s turning your portfolio into a tool for better decisions, better risk management, and better trades.

👉 Link your portfolio and start analyzing: https://www.barchart.com/my/portfolio-new#/

⏱️ Timestamps

0:00 – Creating a new portfolio & linking your brokerage

0:42 – How brokerage connections work (security + data types)

1:39 – Importing positions & inferred cost basis explained

2:16 – Transactions, cost basis & market value breakdown

3:09 – Portfolio & List views: Custom views & account summary

3:49 – Refresh, edit and setup email alerts for portfolios

5:05 – Managing connections, unlinking & paper trading

7:16 – Using Flipcharts & technical signals on your holdings

7:41 – Using your portfolio inside the Stock Screener

8:10 – Final workflow: Investor portfolio help & support