AStar Trading
Multi-broker portfolio management

Every brokerage account, one clear view.

AStar connects to 35 brokerages — Schwab, Fidelity, Robinhood, Webull and more — then watches your positions for risk, opportunity, and tax impact — across every account, automatically.

Works with
SchwabFidelityRobinhoodWebull USInteractive BrokersVanguard US+29 more
35
Brokerages supported
24/7
Continuous portfolio monitoring
0
Brokerage passwords ever stored
100%
Your decision on every trade

What AStar does

Watches what you'd check by hand

Connect your accounts once. AStar keeps checking them against rules and risk you define, every day.

Aggregation

One login, every account

Positions, balances, and cash sync automatically from every brokerage you connect — no manual trade entry, ever.

  • Secure, read-only linking — your login credentials never touch AStar
  • A true total across accounts, not five separate screens
  • Disconnect any account whenever you choose
Connected accounts
Tax intelligence

Catches what a single broker can't

Wash-sale rules apply across every account you own, at every brokerage — not just the one you're looking at. AStar checks across all of them.

  • Cross-broker wash-sale flags
  • Tax-lot-aware sell suggestions
  • Short-term vs. long-term impact preview
Tax check
Possible wash sale: NVDA sold at a loss in Schwab, repurchased in Webull 12 days later.
Lot suggestion: Selling the Nov 2024 lot in Fidelity saves an estimated $340 vs. the default FIFO lot.
AI & alerts

An assistant that knows your portfolio

Ask a direct question and get an answer grounded in what you actually hold — plus alerts built from rules you set or the AStar community shares.

  • Rule-based risk and opportunity alerts
  • Community and admin-sourced signals, yours to act on or ignore
  • Continuous market and sector-rotation monitoring
Ask AStar
"Am I too concentrated in semiconductors right now?"
NVDA, AMD, and MU together are 31% of your portfolio across all accounts — up from 19% three months ago.

Also included

Everything else you'd want in one place

A strategy per account

Day trade, swing, or long term — set goals and risk limits separately for each account.

Target allocation guidance

Sector rotation, concentration risk, and under-investment, measured against your real holdings.

Options strategies

Income, growth, or hedging — get an approach shaped around what you're trying to do.

One stock, every angle

Price, volume, options chain, macro backdrop, news, filings, and analyst ratings together.

Know when to sell

Rule-based alerts flag downside risk or a real chance to lock in gains.

Read-only by default

Trade-enabled access is a separate, explicit choice you control.

See every feature  →

Security & how this works

A tool, not a broker

AStar Trading LLC isn't a broker-dealer, investment adviser, or custodian. We build the monitoring layer — every trade still happens directly with your brokerage.

No passwords stored

Connections use secure, token-based authorization. AStar never sees your brokerage login.

No guaranteed outcomes

Recommendations and tax estimates are informational. Nothing in AStar guarantees a result.

Disconnect anytime

Revoke a brokerage connection from your account settings whenever you choose.

35 brokerages, one connection flow

Link an account and AStar imports positions, balances and history automatically. 13 of them also support placing orders from inside AStar — the rest are read-only, which is the brokerage’s limit rather than ours.

AJ Bell logoAJ Bell
Binance logoBinancetrading
Bux logoBux
Chase logoChase
Coinbase logoCoinbasetrading
CommSec logoCommSec
DEGIRO logoDEGIRO
E*Trade logoE*Tradetrading
Edward Jones logoEdward Jones
Empower logoEmpower
eToro logoeToro
Fidelity logoFidelity
Interactive Brokers logoInteractive Brokers
Kraken logoKrakentrading
moomoo logomoomootrading
National Bank Direct Brokerage logoNational Bank Direct Brokerage
PNC logoPNC
Public logoPublictrading
Questrade logoQuestradetrading
Robinhood logoRobinhood
Schwab logoSchwab
Stake Australia logoStake Australiatrading
tastytrade logotastytradetrading
TD Direct Investing logoTD Direct Investing
TIAA logoTIAA
Trading212 logoTrading212trading
Transamerica logoTransamerica
U.S. Bank logoU.S. Bank
Upstox logoUpstox
Vanguard US logoVanguard US
Wealthsimple logoWealthsimpletrading
Webull Canada logoWebull Canadatrading
Webull US logoWebull UStrading
Wells Fargo logoWells Fargo
Zerodha logoZerodha

Logos are the property of their respective owners. Connections are provided through our account-aggregation partner; AStar never sees your brokerage password.

Ready to see your whole portfolio in one place?

Connect your first account in a few minutes.