Schwab’s free account shows both a personal (money-weighted) and a time-weighted return, side by side, over any date range. The catch is everything around them: migrated cost basis, an export that goes silent past ~1,500 rows, and an outside-accounts view that is manual.
Checking five apps isn’t tracking a stock portfolio. The four-part system US investors actually need — consolidation, honest returns, risk checks and records — with every broker guide linked.
The most configurable export in this series, once you set it up. The Flex Query recipe, the 365-day limit per run, and the settings people miss.
Your importer expects the old E*TRADE CSV. The platform now exports a different animal. What changed, the exact clicks, and how to keep your records consistent.
The rare broker whose built-in number is the right one — if you can find it. PRR, Full View, the 90-day cap and your options.
Webull doesn’t download your history — it emails it, one file per record type. The exact clicks, and how to assemble a complete record from the pieces.
Vanguard’s US export is straightforward, but nobody publishes how far back it reaches. The exact clicks, one account per file, and the PDF statements as your archive.
The free app’s charts, the number they don’t show, and the three ways to actually track a Robinhood portfolio.
Schwab’s export has a limit it never mentions: ~1,500 rows. Cross it and the file arrives empty — no error, no warning. The exact clicks and the fix.
Fidelity’s export works — 90 days at a time. The exact clicks, the loading quirk that greys out the button, and the quarterly ritual that beats the cap.
