If you’re having trouble connecting your broker to the Tykr portfolio tracker, rest assured, new and improved broker connections are coming very soon.
Target delivery: April 2026
Here is the context on the problems and solutions.
Problems:
- Limited transaction history – A few brokers have limited transaction history. Some examples include Interactive Brokers (14 days), Chase (2 years), E*TRADE (2 years), Fidelity (2 years), Schwab (4 years), etc.
- Limited transaction bandwidth – We found in some cases that when a broker connection is made, not all transactions copy from the broker to Tykr. A good example is, let’s say, a portfolio has 1,000 transactions. The broker, in some cases, won’t copy all transactions to Tykr. It may copy 850. This may be caused by the number of FinTech platforms connecting to the same API at the same time. In summary, data is “lost in translation” because the API bandwidth is limited.
Solutions:
- Move from Transactions to Assets – Instead of trying to pull 1,000 transactions into Tykr, we will simplify the portfolio tracker so Tykr only pulls the asset and the value of the asset. An example is, let’s say, you own Apple (AAPL) and the total value of Apple in your portfolio is $2,000. In this case, we’ll simply pull 2 data points: 1) The ticker symbol and 2) The value, $2,000. Less data points equals less margin of error.
- No broker limitations – Because the new Tykr Portfolio Tracker will focus on assets as opposed to transactions, we won’t have to worry about the transaction history. In other words, you can connect to any of the brokers listed on the Tykr Connect my Broker page, and the value in your broker should be very close to the value in Tykr. Keep in mind, it may not be 100% the same because the share price in your broker may have a slight delay from the share price on the stock exchange. Rest assured, it should be very close.
What to do when the new Broker Connections go live:
The following steps will help you activate the new Broker Connections.
- We will let you know in advance when the new broker connections will go live.
- When the new broker connections go live, we will ask you to delete your broker from Tykr. This is just a few quick clicks, and we will provide instructions.
- After you delete your broker, you will have to connect your broker again. This is also a few quick clicks.
- After your broker is connected, you will not have to import a CSV or add stocks manually to complete your portfolio. It will be automatically synced!
New Features Coming Soon:
Because we are making these changes to the portfolio tracker, a few new features will be launched sooner rather than later.
- Real-time pricing – We will soon go live with real-time (15-minute delay) pricing with the IEX exchange, which includes about 12,000 Stocks, ETFs, and Mutual Funds. The majority of these symbols are from the US, but we may be able to add more Stocks, ETFs, and Mutual Funds from around the world at a later date. Here is a list of eligible IEX symbols.
- Buy and Sell in Tykr – We will soon add “Buy” and “Sell” buttons in Tykr. When you click either button, a pop-up will say something along the lines of “This trade is facilitated by (insert your broker name)”. Buy and Sell in Tykr will be available for Premium Plus and Advanced plans. This feature is available for the higher plans because of the third-party connections to Connect Trade and SnapTrade.
Overall, thanks for your patience with the broker connections. It is our top priority to make a better broker connection experience.
If you have any questions, please email [email protected].