United States, Canada
TD Direct Investing Portfolio Tracker
Open-source, private, and local-first — your TD Direct Investing data stays on your device.
Wealthfolio is an open-source, local-first portfolio tracker for your TD Direct Investing investments. Your account data lives in a database on your own computer — not on someone else's server.
There are two ways to track TD Direct Investing: automatic, read-only syncing of holdings and balances through Wealthfolio Connect — an optional paid subscription (plans with brokerage sync start at $7.99/month) — or the built-in CSV importer, which is free forever, like the app itself. Either way, you get true time-weighted and money-weighted returns, dividend income tracking, benchmark comparison, and a clear view of all your accounts in one place — built to work great for investors in United States, Canada.
Read-only connection
Wealthfolio can never trade or move money in your TD Direct Investing account.
Local-first data
Your portfolio lives in a database on your computer, not in our cloud.
Open source
Auditable code, no lock-in: your data is always exportable.
Two ways to add your TD Direct Investing account
Automatic sync with Connect
Link TD Direct Investing once through a secure, read-only connection (powered by SnapTrade, a SOC 2 Type II certified aggregator) and your holdings and balances stay up to date automatically.
Part of the optional Wealthfolio Connect subscription — plans with brokerage sync start at $7.99/month.
Learn about ConnectFree CSV import
Export your activity from TD Direct Investing and import it with Wealthfolio's smart CSV importer — including your complete past history. Free forever, no account required, works fully offline.
How importing worksWhat connecting TD Direct Investing looks like
- 1
Choose TD Direct Investing on Wealthfolio's Connect screen
- 2
Enter your TD Direct Investing login through SnapTrade's secure, SOC 2 Type II certified portal — Wealthfolio never sees your credentials
- 3
Holdings and balances sync automatically from then on
Real performance numbers for your TD Direct Investing portfolio
True returns, not just balance changes
Time-weighted and money-weighted returns over any period, so deposits never get counted as gains.
Benchmark comparison
Chart your portfolio against the S&P 500 or any ticker and know whether you're beating the index.
Dividend & income tracking
Every dividend and interest payment tracked, with income summaries by month, account, and holding.
All your accounts, one portfolio
Combine TD Direct Investing with accounts at any other institution — synced, imported, or manual — across currencies.
Good to know about TD Direct Investing connections
- TD Direct Investing provides the last 90 days of transactions. Backfill older history once with a free CSV import — after that, sync keeps you current.
Frequently asked questions
Does Wealthfolio work with TD Direct Investing?
Yes. You can sync your TD Direct Investing account automatically with Wealthfolio Connect (a read-only connection through SnapTrade, a SOC 2 Type II certified aggregator), or import your activity for free using the CSV importer. The app itself is free and open source.
Is it safe to connect my TD Direct Investing account?
Connections are read-only — Wealthfolio can never trade, move money, or change anything in your TD Direct Investing account. Authentication happens through SnapTrade, and your portfolio data is stored locally on your device, not in a cloud database.
What does syncing from TD Direct Investing include?
Holdings, balances, and account data sync automatically. Note: last 90 days of transactions only. Anything the connection doesn't cover can be added with the free CSV importer.
How much does it cost?
The Wealthfolio app is free and open source — manual tracking and CSV imports cost nothing, forever. Automatic broker syncing is part of Wealthfolio Connect, an optional subscription: plans with brokerage sync start at $7.99/month, which covers the real cost of the brokerage data connection.
Can I see TD Direct Investing together with my other accounts?
Yes. Wealthfolio is built for multi-account portfolios: combine TD Direct Investing with any other brokerage, bank, or crypto account — synced or manual — and get unified performance, allocation, and income views across everything, in your currency of choice.
Does TD Direct Investing have a public API?
No — TD Direct Investing doesn't offer a public developer API. Wealthfolio syncs anyway through SnapTrade's direct integration, and the connection stays read-only.
Also supported
Start tracking your TD Direct Investing portfolio
The app is free and open source, and your data stays on your device. Import via CSV for free, or add automatic syncing with the optional Connect subscription.