Automatic Portfolio Sync
Automatic portfolio sync will make daily review easier.
Today, WealthWheel AI uses your screenshots and position updates to organize your trades. Automatic portfolio sync will add another way to keep your positions current with less effort.
What automatic portfolio sync is expected to do
The goal is simple: make your current workflow easier. Automatic portfolio sync would help keep your position details up to date so you can review your trades faster.
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
- Start with the screenshots and position details you already use today.
- Automatic portfolio sync helps update position details.
- Review what changed inside WealthWheel.
- Make your own decision and confirm trades in your brokerage account.
Automatic portfolio sync FAQs
Will WealthWheel AI place trades for me?
No. WealthWheel AI helps you review positions. You still place orders in your brokerage account.
Will WealthWheel AI control my account?
No. Automatic portfolio sync is planned for review and organization, not account management.
Will WealthWheel AI tell me what to trade?
No. The software helps organize your data. You decide what to do next.
Will WealthWheel AI replace my brokerage?
No. Your brokerage remains where trades are reviewed, confirmed, and executed.
Why this matters for active traders
Screenshots and position updates are useful because they keep the trader close to the setup. Automatic portfolio sync can build on that by making active positions easier to keep current.
Pricing
Pricing
Everything included.
- Trade Lab™
- The Verdict
- Ticker Story
- Daily priorities
- Portfolio Analytics
- Stock Trade Planning
- Credit Spreads (coming soon)
- Automatic Portfolio Sync (coming soon)
Automatic portfolio sync is planned and may depend on supported brokerage providers, data permissions, and user authorization. WealthWheel AI does not place trades or provide personalized investment advice.