Feature — Portfolio Tracker

Portfolio Tracker

Connect your brokerage accounts and track all your positions in real time — P&L, allocation, and performance in one unified view.

What It Is

The Pulsar Console portfolio tracker lets you connect brokerage accounts from Robinhood and Charles Schwab to see all your holdings in one place. Track real-time P&L, view allocation breakdowns, and monitor performance across all positions. You can also manually add positions for accounts that are not connected.

Why It Matters

Most traders have positions across multiple brokers and asset classes. Switching between apps to check your total exposure is slow and error-prone. The portfolio tracker gives you a single view across all your holdings with real-time data, so you always know where you stand.

Key Capabilities

Brokerage Connections

Connect Robinhood and Charles Schwab accounts for automatic position syncing.

Real-Time P&L

See unrealized and realized gains across all positions with live price updates.

Allocation View

Visual breakdown of your portfolio by asset class, sector, or position size.

How It Works

1

Connect your broker

Link your Robinhood or Schwab account through secure OAuth authentication.

2

View your holdings

See all positions, quantities, cost basis, and current market value in real time.

3

Monitor P&L

Track unrealized gains/losses with live price updates from real-time data feeds.

4

Review allocation

Check your portfolio breakdown by sector, asset type, or position weighting.

Who Is It For?

  • Traders with positions across multiple brokers
  • Investors monitoring long-term portfolio performance
  • Analysts tracking model portfolios

Try Portfolio Tracker in Pulsar Console

Open the terminal and add this widget to your workspace in seconds.

Frequently Asked Questions

Which brokers are supported?

Currently Robinhood and Charles Schwab. Additional integrations are planned.

Is my brokerage data secure?

Yes. Authentication uses secure OAuth flows. Pulsar Console never stores your brokerage credentials.

Ready to Try a Modern Financial Terminal?

Pulsar Console gives you real-time data, AI-powered analysis, and a workspace that adapts to how you trade.