In short
StackViewer connects to E*TRADE through SnapTrade using read-only OAuth. It imports your positions, transaction history, cash and dividends across every E*TRADE account you hold — including separate brokerage, IRA and stock-plan/ESPP accounts — then merges them with your other brokers into one portfolio. From there it measures your true, time-weighted return and analyses the decisions behind it: entry and exit quality, opportunity cost, and the patterns in how you trade. Connecting E*TRADE is free.
What syncs from E*TRADE
Positions
Every open holding across each E*TRADE account you authorise — individual stocks, ETFs, mutual funds, options positions and money-market cash — with quantity, market value and current price. If you keep a separate stock-plan account for RSUs and ESPP shares, those holdings come across as their own account rather than being blended into your self-directed brokerage.
Trade history
Buys, sells, option activity and transfers, with trade date, quantity and price, used to reconstruct your cost basis and realised gains. The depth of history returned depends on what E*TRADE exposes on the account at connection; older stock-plan vesting and purchase events may arrive as transfers-in rather than priced trades.
Cash & balances
Settled cash and money-market sweep balances per account, so uninvested cash is counted in your allocation rather than quietly ignored. This matters for E*TRADE users who park proceeds in the sweep between trades.
Dividends
Dividend and interest income pulled from the transaction feed and rolled into a single cross-broker dividend calendar and yield-on-cost figure.
What does not come across: your E*TRADE tax documents (1099-B, 1099-DIV), account statements, and the adjusted cost-basis lot detail that E*TRADE tracks specifically for ESPP and RSU shares. Order tickets, watchlists, account settings and any pending (unfilled) orders are also excluded. Because the connection is read-only, nothing you see in StackViewer can change anything inside E*TRADE.
Sync runs three times a day and position values refresh about every 30 minutes during market hours. StackViewer is not a real-time tool and is not built for day trading.
What E*TRADE's own reporting doesn't show you
E*TRADE is unusual in that a large share of its users hold employer equity — RSUs, ESPP shares and options — in a stock-plan account that sits beside their self-directed brokerage and, often, an IRA. E*TRADE keeps those as distinct accounts with distinct portfolio pages, which is correct for tax reporting (the platform preserves the adjusted cost basis that ESPP and RSU sales require) but useless for answering the question most people actually have: how is my whole position in this stock doing, across the shares I was granted and the shares I bought myself? StackViewer sums them. If you hold the same ticker in your stock-plan account and your brokerage, you see one blended cost basis, one weight in your portfolio, and one concentration warning when your employer stock quietly grows past a sensible share of your net worth.
The second gap is the Morgan Stanley migration, which is the live question for E*TRADE users right now. E*TRADE Securities accounts are being transferred to Morgan Stanley Smith Barney for custody and clearing, in staggered batches by transfer date, and E*TRADE has confirmed that online account access is temporarily disabled over the transfer weekend while accounts move. In practice that means your read-only connection can go quiet for a few days around your transfer date, and you may need to reconnect afterwards because the underlying account identifiers change — the same one-click read-only OAuth flow, just repeated once. StackViewer flags a stale connection rather than silently showing old numbers, and because it keeps its own history, your return series and trade journal survive the migration even if E*TRADE's own dashboard resets. (Migration status per E*TRADE's transfer notices, us-c.etrade.com, as of 2026-09-10; subject to change.)
Also use Fidelity?
Fidelity is the broker E*TRADE users pair with most often, and the reason is almost always employer equity: the stock plan lives at E*TRADE while the long-term index funds, HSA and rollover IRA sit at Fidelity. Keeping the two straight by hand means opening two apps and mentally adding them together, which is exactly where concentration risk hides — your E*TRADE employer shares plus your Fidelity total-market fund can leave you far more exposed to one company than either dashboard admits. Connect both and StackViewer produces a single time-weighted return across the two accounts, a combined diversification score, and one dividend calendar — rather than two apps you mentally add together.
How the combined multi-broker view works →
Is it safe to connect E*TRADE?
The connection is read-only OAuth through SnapTrade. You log in on E*TRADE's own site — StackViewer never sees your credentials and never stores them. The token that comes back can read positions and history and nothing else: even though E*TRADE's API can technically support order placement, StackViewer requests read-only access only, so no trading permission is granted and StackViewer cannot place a trade or move a dollar. You can revoke access from inside E*TRADE (or Morgan Stanley, once your account has migrated) whenever you want.
Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and you can export everything to CSV or delete your account at any time. Full detail on the security page.
Which other brokers can you connect?
StackViewer supports 31 brokers. Search for the others you use:
Frequently asked
- Is it safe to connect E*TRADE to StackViewer?
- Yes — read-only OAuth through SnapTrade. StackViewer never sees your E*TRADE credentials and cannot trade or move money. Revoke it from E*TRADE in one click.
- Can StackViewer place trades on my E*TRADE account?
- No. StackViewer requests a read-only connection only; trading permission is never asked for, even though the E*TRADE API could support it.
- How often does E*TRADE data sync?
- Three times a day, with position values refreshed roughly every 30 minutes during market hours. It is not real-time and is not for day traders.
- Is the E*TRADE integration free?
- Yes, on the free plan, with no credit card.
- What E*TRADE data does StackViewer import?
- Holdings (stocks, ETFs, mutual funds, options and cash), transaction history, cash balances and dividends, across each account you authorise — including separate brokerage, IRA and stock-plan/ESPP accounts. Tax documents, statements and cost-basis lot detail are not imported.
See it working before you connect anything
The live demo is a real portfolio with six months of history and every analysis screen populated. No signup, no email, no broker connection.
See the live demo or connect E*TRADE freeNo credit card · Read-only access · Free forever plan
StackViewer is not affiliated with, endorsed by, or sponsored by E*TRADE or Morgan Stanley. E*TRADE and its logo are trademarks of their owner. Broker connectivity is provided through SnapTrade and the available data depends on what E*TRADE exposes; details verified 14 July 2026 and subject to change. Not financial advice.