Automatic Portfolio Sync

Automatic portfolio sync is live — starting with Charles Schwab.

Connect your Schwab account once with a secure, read-only link and WealthWheel keeps your accounts, stock positions, and option positions up to date automatically every time you open the app. Screenshots still power planning new setups in Trade Lab.

What automatic portfolio sync does

Sync pulls your accounts, balances, stock positions, and option positions through a read-only connection. Your broker stays the source of truth for what you hold, while your own targets, notes, and roll history stay untouched. Charles Schwab is supported today; Fidelity, Interactive Brokers, TradeStation, Robinhood, and Webull are planned next.

You still make the decisions and place trades in your brokerage account.

What gets easier

Position updates

Spend less time updating open positions by hand.

Daily review

See what needs attention before you open your brokerage account.

Cleaner tracking

Keep trade history and open positions easier to follow.

Less busywork

Spend more time reviewing the trade and less time updating the numbers.

How it fits the WealthWheel workflow

Automatic portfolio sync FAQs

Does WealthWheel AI place trades for me?

No. The broker connection is strictly read-only. You still place orders in your brokerage account.

Does WealthWheel AI control my account?

No. Automatic portfolio sync is a read-only connection used for review and organization, not account management. WealthWheel cannot place, modify, or cancel orders.

Does WealthWheel AI tell me what to trade?

No. The software helps organize your data. You decide what to do next.

Does WealthWheel AI replace my brokerage?

No. Your brokerage remains where trades are reviewed, confirmed, and executed.

Why this matters for active traders

Sync keeps what you already hold current with no busywork, while screenshots in Trade Lab read the live option chain for the new setups you are planning — something a positions sync cannot see. Together they cover the whole wheel workflow.

Explore WealthWheel

Related pages

Keep moving through the WealthWheel workflow with these connected pages.

Wheel Strategy Tracker Covered Call Tracker Cash-Secured Put Tracker Stock Trade Planning Options Trade Journal WealthWheel vs Spreadsheets FAQs

Pricing

Pricing

$29/month

Everything included.

  • Trade Lab™
  • The Verdict
  • Ticker Story
  • Daily priorities
  • Portfolio Analytics
  • Stock Trade Planning
  • Credit Spreads (coming soon)
  • Automatic Portfolio Sync (Schwab, read-only)

Automatic portfolio sync is a read-only connection, currently available for Charles Schwab, with additional brokerages planned. Broker tokens are encrypted and never exposed to the browser. WealthWheel AI does not place trades or provide personalized investment advice.