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TradeLeader
Now connecting Schwab, IBKR, Vanguard, Robinhood, Coinbase + more

See all your investments. Know what to do next.

Connect your brokerages. Get a personalized daily brief with the risks, taxes, and opportunities that matter to your portfolio. No fluff, no jargon, no advisor required.

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14-day free trial • No credit card required • $25/mo after
brief@tradeleader.io6:02 PM
YOUR EVENING BRIEF — APR 26

Markets just closed.

Your portfolio is at $1.34M, up +$12,420 on Friday. Three things to see today.

Heads up — 51% of your stocks are in semiconductors. That's high concentration. If semis drop 20%, you'd lose about 10%.
In your book tonight — NVDA reports earnings after market close. You own 320 shares — that's $223K. The market expects a ±8% move.
Tax mistake warning — You sold TSLA at a loss two weeks ago. Rebuying before May 12 voids the $4,820 deduction — we'll remind you in tomorrow's brief if it's still a risk.
Plus 4 more items: dividends this week, news on AAPL, and yesterday's scoreboard.
Connects to your existing brokers — read-only, secure
Charles Schwab
Interactive Brokers
Vanguard
Robinhood
E*TRADE
Webull
tastytrade
Public
Coinbase
Kraken
Fidelity not yet supported via SnapTrade — CSV import workaround on the roadmap.
From early users

What people are saying.

Finally cancelled my advisor. The daily brief catches things I'd miss — concentration drift, wash-sale windows, dividend timing. $25/mo replaced a $14K/yr fee.
ST
Sarah T.
Self-directed investor, $1.4M across 4 brokers
I had Personal Capital for years. Switched after the brief showed me a tax-loss harvest opportunity I had no idea existed. Saved me $4K in March alone.
ML
Marcus L.
Software engineer, Bay Area
The honesty on the security page sold me. They tell you exactly what they have and what they don't. Most fintech products bury that.
PR
Priya R.
Compliance officer at a regional bank
$48M
Tracked across portfolios
6
Brokers supported day 1
60s
Avg time on the daily brief

Three things make this worth $25/month.

We don't pick stocks. We make sure you don't blow yourself up — and you don't miss what matters in your portfolio.

DAILY BRIEF

Every morning, you'll know exactly what's happening with your money.

Today's market action on the stocks you own. Earnings announced after the bell. Dividends, news, tax mistakes. All in one email after market close, all about your portfolio — not generic market noise.

It takes 60 seconds to read. It's the reason people open the app every day.

YOUR EVENING BRIEF
Markets just closed.
Your portfolio is at $1.34M, up +$12,420.
Heads up — 51% in semis. That's high.
Tonight — NVDA earnings — you own 320 shares.
Heads up — TSLA wash-sale window — rebuy before May 12 voids your $4,820 loss.
TAX MISTAKE PREVENTION

We catch costly tax errors before they happen.

We watch for wash sales across every account so you don't accidentally lose a deduction. We tell you exactly which shares to sell to minimize tax. We forecast your quarterly estimated payment so you're not surprised in April.

Most people pay an accountant $500-2,000 to do this once a year. We do it continuously.

WASH SALE BLOCKED
TSLA
If you rebuy TSLA before May 12, you'll lose the $4,820 deduction. We'll keep flagging it in your evening brief until the window closes.
SMART LOT PICKER
NVDA · 120 sh · long-term+$34,308
NVDA · 200 sh · short-term+$57,180
Selling the long-term lot first saves $5,200 in tax.
ONE PLACE

Schwab, IBKR, Vanguard, Robinhood, Coinbase — see everything together.

Most people have 3-5 accounts scattered across brokerages, retirement plans, and crypto exchanges. You can't make smart decisions without seeing all of them at once.

We connect read-only via SnapTrade. Your credentials never touch our servers.

5 ACCOUNTS • $1.34M
NVDA
Schwab
$223,488
+1.93%
AAPL
Schwab
$95,161
+0.56%
AVGO
Schwab
$189,343
+0.94%
TSLA
IBKR
$60,288
-2.67%
BTC
Coinbase
$38,400
+1.21%

Everything else you'd expect.

Risk alerts
We tell you when you're too heavy in one stock or sector — before the market punishes it.
Dividends
Forward calendar, paid history, projected annual income, and yield-on-cost.
Personalized calendar
Earnings, ex-dates, Fed events — only on the stocks you own.
Goals
Retirement, college, home — track progress with monthly contribution suggestions.
Performance tracking
Time-weighted returns, drawdowns, benchmark comparisons. See how you're really doing.
Read-only by default
We connect through SnapTrade. We literally cannot place trades or move money.

How TradeLeader compares.

Honest matrix — what each tool actually does for active investors.

TradeLeaderEmpowerKuberaSpreadsheet
Multi-broker support
Daily personalized brief
Wash-sale warnings
Tax-lot picker
Earnings & news on your holdings
Real-time alerts
Net worth tracking
Built for active investors
No advisor upsell
Price$25/moFree
(advisor upsell)		$150/yrYour time

One plan. Everything included.

No tiers, no upsells, no asterisks.

FOUNDERS PRICING — LOCKED FOR LIFE
Pro
$25/month
or $250/year (save $50)
Start 14-day trial
No credit card required.
Unlimited brokerage connections
Daily personalized evening brief
Tax-lot picker + wash-sale warnings
Earnings, dividends, news — filtered to your holdings
Goals tracking
Real-time alerts (email, push, Slack, Telegram)
Crypto + 401(k) + RSU support
Full data export anytime

Honest answers to obvious questions.

Is this investment advice?+
No. TradeLeader is a tool that surfaces facts about your portfolio — concentration, taxes, dividends, news. We don't recommend specific buys or sells. You decide what to do with what we show you. See our Terms for the full disclaimer.
Is my brokerage data safe?+
Yes. SnapTrade handles broker authentication — they're SOC 2 Type II audited. Your credentials never touch our servers. Read-only access by default. TLS in transit, AES-256 at rest. Full details on our security page.
Which brokers do you support?+
Charles Schwab, Interactive Brokers, Vanguard, E*TRADE, Webull, tastytrade, Public, Robinhood, Trading212, Wealthsimple — plus Coinbase, Kraken, Binance, eToro, Alpaca for crypto. Manual entry for 401(k), RSUs, and Fidelity (SnapTrade hasn't shipped Fidelity yet — CSV import workaround on the roadmap). Full live list at /security#brokers.
How is this different from Empower (Personal Capital)?+
Empower is free because they're trying to upsell you on a $1M+ wealth-management service that charges 0.49-0.89% AUM. We're a tool. We don't want to manage your money — we want to help you run the portfolio you already have.
Do you support options and crypto?+
Crypto via Coinbase and Kraken at launch. Options positions tracked alongside your stocks (delta exposure, theta, expiry). Manual entry for everything else.
Can I cancel anytime?+
Yes. Monthly cancellable, no contracts. Full data export on the way out.