Solutions
Brokerages
Every stock, ETF, and option — every brokerage — one view.
Connect Fidelity, Schwab, TD Ameritrade, Interactive Brokers, Robinhood, Vanguard, and dozens more. NowCast aggregates your positions, cost basis, gains/losses, and dividends across all your brokerage accounts into a single, real-time portfolio view.
Key Benefits
Unified Portfolio View
See all holdings across every brokerage in one consolidated view with real-time prices.
Cost Basis Tracking
Accurate cost basis across accounts — including transfers, splits, and reinvested dividends.
Performance Attribution
Know which positions, accounts, and asset classes are driving your returns.
Dividend Tracking
Track dividend income across all accounts with projected annual yield calculations.
Tax Lot Management
Visualize tax lots and identify tax-loss harvesting opportunities across your full portfolio.
50+ Brokerages Supported
From major wirehouses to discount brokers — we connect to them all.