How to create or link a portfolio

Once you’re logged in, create broker account links to see personalized analysis—no purchase is necessary to play with the downside calculators, backtests & portfolio analytics.

Important: Account links are also a safe & easy way for Adaptive to automatically receive updated holdings. The account link is read-only, with no ability to move money or make trades. Also no client name or client account number is brought over—you can name the Adaptive view however you want, with or without identifying client information.

Note: You can also email us a spreadsheet at & we can help you upload or manually enter if you would prefer not to set up the direct link.

Detailed guides on how to create or link a portfolio: