A brokerage connection is a read - only link between your broker and Vantafin so your real positions show up in the app. You start it from Portfolio, sign in through the broker's secure flow, and approve holdings and balances. Vantafin can display what you own. It cannot place trades or move funds.
Brokerage linking is a Pro and Ultimate feature. On Free, Connect brokerage opens an upgrade prompt.
Use this when you want one place for research and the book: charts, filings, alerts, and the positions you actually hold.
What is a Vantafin brokerage connection?
A Vantafin brokerage connection imports positions (quantity, live price, market value), cost basis, cash, daily and total P/L, and transactions from one or more accounts. The Portfolio page aggregates them and still lets you inspect each account on the Accounts tab.
The link is read - only. If you need to buy or sell, you still do that at the broker. Vantafin is the research and tracking layer.
How to connect your first account
- Open Portfolio in the sidebar.
- Click Connect brokerage.
- Choose your brokerage and complete the sign - in hosted by the connection flow.
- Approve read - only access to holdings and balances.
- Wait for the sync. Holdings, cash, and P/L appear on the page.
To add another account, open the Accounts tab and choose Add account. Repeat the sign - in. Totals at the top of Portfolio sum every connected account. Use the eye icon next to Total value if you are screen - sharing.
What you can do after you connect
| Tab | Use it for | | - - - | - - - | | Holdings | Sort by Day P/L, open a ticker profile, split cash vs positions | | Transactions | Scan buys and sells with ticker logos | | Accounts | Per - brokerage value, cash, and day change |
Click any holding to open its company profile, then Charts or filings without leaving the research loop.
AI Chat access to holdings
In Settings, the Brokerage section has AI chat access to holdings. It is on by default. When it is on, AI Chat can answer questions about your real book (largest exposures, sector mix, day P/L). Turn it off if you do not want positions in chat. If access is off and you ask anyway, Chat tells you to enable the toggle.
Disconnect
Disconnect from Settings or from the Portfolio Accounts tab. Confirm the prompt. Syncing stops. You can reconnect later from Portfolio.
Next steps
- Set alerts on names you own - Manage AI access