sync. track. decide.

Powerful Tracking

Track by your investment goals, beneficiary, institution and more. Mobile-friendly email summaries will be sent daily to keep you in the loop.

Relevant News

News and analysis tailored to your investments will be set alongside your holdings to help you make informed decisions on the fly.

Easy Setup

NextCapital Legal Notices

Frequently Asked Questions

Q: What is the new portfolio?

A: The new portfolio tool will sync with your existing, real brokerage accounts and automatically pull that information into a single interface. You can see extensive, current and historical performance data for your holdings, either combined or by individual account or holding. You can label and organize your accounts by type or your investment goals. You’ll also see relevant news headlines about your positions, with special flags denoting the most important news affecting your portfolio.

Q: Is there any fee for this?

A: You must be a subscriber or a registered user to the Wall Street Journal. You will use the same online credentials for portfolio as for your Wall Street Journal account. You will, however, be able to log out of portfolio without logging out of wsj.com.

Q: How do I get access to my brokerage accounts?

A: When you first sign up, you’ll be asked to select your brokerage institution and enter your user credentials for that institution. The system then syncs with that brokerage and shows all of the accounts you have, with your positions. You can check your data and categorize your accounts, and repeat the process for additional institutions or accounts.

Q: Is the system secure?

A: Yes. The system is powered by a company – NextCapital Inc. — that since 1997 has been providing similar functionality for other financial institutions. Your brokerage credentials are encrypted and never stored or shared.

Q: Where do I view my portfolio?

A: Your portfolio data will be viewable on special pages at wsj.com. To see them, you must be logged in as a susubscriber or a registered user *and* you will be prompted to re-enter your password to view them. Note that your portfolio credentials and your WSJ subscription credentials are the same.

Q: Does this tool work for all brokerages?

A: The system supports the majority of significant brokerages. If you happen to have accounts not supported by the system, you can manually enter those accounts and holdings into the tool.

Q: What if there is a mistake in my account data?

A: Remember, there is no problem with your core account at your financial institution. But if the data reflected in the portfolio tool differs from your actual holdings, customer service help is available. Usually, the differences will result from differences in your cost basis, which can be adjusted manually after your new portfolio has been created. Similarly, some total return calculations might differ slightly from those at your individual institutions, because of variations in how those calculations are made.

Q: What kinds of assets are included?

A: Stocks, ETFs and mutual funds. At a future date, the system will support bonds and other asset classes.

Q: How often is holdings data updated?

A: It depends on the asset. Stocks and ETF prices are updated intraday. Mutual funds update after the market closes. If you make trades or other changes to your brokerage accounts, those changes should be reflected within 24 hours.

Q: Is the Wall Street Journal accessing or making use of any of my portfolio information?

A: Information on your holdings is securely stored by NextCapital, so it can provide updated prices and performance calculations. In order to provide news that is tailored to your portfolio, holdings information will be temporarily passed to Wall Street Journal Digital Network computers. It will not be stored. Your information will not be used by the Wall Street Journal for ad targeting. For a full explanation of NextCapital’ privacy and data policies, click here.

Q: What about my existing watchlist or portfolio on wsj.com?

A: For the moment, those will continue to exist, and will not be connected to your new portfolio with real account data.

Q: What browsers are supported within Portfolio?

A: Portfolio is supported in Internet Explorer 9 and above, as well as within Chrome, Firefox and Safari. We will be supporting IE8 in the near future.