In short
StackViewer connects to TD Direct Investing through SnapTrade using read-only OAuth. It imports your holdings, transaction history, dividends and both your CAD and USD cash balances across your registered and non-registered accounts — TFSA, RRSP, RESP, margin and cash — then merges them with your other brokers into one portfolio. From there it calculates your true time-weighted return and 15+ risk metrics, and analyses the decisions behind the numbers: entry and exit quality, opportunity cost and the patterns in how you trade. Connecting TD Direct Investing is free, and StackViewer can never place a trade or move a dollar.
What syncs from TD Direct Investing
Positions
Every holding in each TD Direct Investing account — Canadian and US-listed equities, ETFs, mutual funds and GICs where TD reports them — with quantity, book cost and current value. Each account keeps its own wrapper label so a TFSA holding never gets mixed up with an RRSP one.
Trade history
Buys and sells with date, price and quantity, imported per account so StackViewer can reconstruct your cost base and score each closed trade. History depth depends on what TD exposes at the time you connect.
Cash & balances
Both sides of TD's dual-currency accounts: your CAD and USD cash are read separately, so a US-dollar buy funded from a US-dollar balance is not mistaken for an FX conversion in your return figures.
Dividends
Dividend and distribution records flow into one calendar across every account, converted to your base currency so a US dividend paid in USD lines up beside a Canadian one paid in CAD.
What does not come across: your TFSA and RRSP contribution room, TD's tax slips (T3, T5, T5008), any WebBroker watchlists or notes, and account-opening or beneficiary paperwork. StackViewer also does not import positions in assets TD does not report cleanly over the connection, such as certain new-issue GICs or held-away products. SnapTrade does not offer trading on TD Direct Investing, so nothing StackViewer does can affect your account.
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 TD Direct Investing's own reporting doesn't show you
TD's WebBroker and the TD app report each account in isolation, and they report performance in a way that suits a big Canadian bank's onboarding funnel rather than an investor trying to judge their own skill. Your RRSP performance sits on one screen, your TFSA on another, and your USD side of a dual-currency margin account is reported separately again. If you hold four TD accounts — which is common once you have a TFSA, an RRSP, a spousal RRSP and a taxable account — there is no single figure that tells you how the money you control actually performed. StackViewer produces exactly that: one time-weighted return that treats your contributions and withdrawals correctly, so a big RRSP top-up in the spring does not flatter or dent the number the way a simple balance-change percentage would.
The dual-currency handling is the other place TD's numbers mislead people. Because a US-listed holding is bought with US cash and reported in USD, the return you see swings with the CAD/USD rate even when the stock itself has not moved. StackViewer separates the security's return from the currency's return, so you can see whether your Apple position actually made money or whether you were simply rewarded by a weaker loonie. On top of that, StackViewer adds the behavioural layer TD has no reason to build: tag each trade with your reason, conviction and emotion at the time, and after a few months you can see whether your high-conviction ideas in registered accounts genuinely outperformed the ones you entered on a whim.
Also use Wealthsimple?
A lot of Canadian investors keep a foot in both camps: TD Direct Investing for the RRSP and GICs they want held at their bank, and Wealthsimple for commission-free trading and a slicker mobile experience. Kept apart, the two apps report two returns you mentally add together and never reconcile — and the overlap (a VFV or XEQT position held in both) quietly doubles up your real exposure without either app telling you. 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 TD Direct Investing?
The connection is read-only OAuth through SnapTrade. You log in on TD Direct Investing'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: StackViewer cannot place a trade or move a dollar, and no trading permission is requested at any point. SnapTrade does not offer trading on TD Direct Investing regardless. You can revoke access from inside your TD profile whenever you want, and if the connection lapses you simply re-authenticate on TD's site.
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 TD Direct Investing to StackViewer?
- Yes — read-only OAuth through SnapTrade. StackViewer never sees your TD Direct Investing credentials and cannot trade or move money. Revoke it from your TD profile in one click.
- Can StackViewer place trades on my TD Direct Investing account?
- No. The token is read-only and trading permission is never requested. SnapTrade does not offer trading on TD Direct Investing in any case.
- How often does TD Direct Investing data sync?
- Three times a day, with position values refreshed roughly every 30 minutes during market hours.
- Is the TD Direct Investing integration free?
- Yes, on the free plan, with no credit card.
- What TD Direct Investing data does StackViewer import?
- Holdings across each registered and non-registered account (TFSA, RRSP, RESP, margin and cash), your CAD and USD cash balances, transaction history, and dividend and distribution records. Contribution room, tax slips and account paperwork stay inside TD.
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 TD Direct Investing freeNo credit card · Read-only access · Free forever plan
StackViewer is not affiliated with, endorsed by, or sponsored by TD Direct Investing. TD Direct Investing and its logo are trademarks of their owner. Broker connectivity is provided through SnapTrade and the available data depends on what TD Direct Investing exposes; details verified 9 September 2026 and subject to change. Not financial advice.