Connect supported accounts
Add each supported brokerage connection and keep its account identity intact inside Jason Wheel Pro.
Jason Wheel Pro
Keep brokerage holdings synchronized with your research workspace.
Connect supported brokerage accounts once. Jason Wheel Pro automatically refreshes holdings and brings positions, portfolio context and symbol research together in one professional workflow.
Connected Portfolio workflow
From brokerage accounts to a current research workspace.
Pro turns synchronized holdings into a practical review surface: account structure stays visible, repeated symbols are consolidated for analysis, and portfolio-wide priorities update as positions change.
Let Pro refresh holdings
Scheduled synchronization keeps Portfolio positions aligned with the latest holdings available from each connected account.
Review what needs attention
Open portfolio intelligence, alerts, symbol evidence and professional reports directly from the positions you hold.
What this changes
A clearer evidence path for this workflow.
Current holdings in one viewSee supported brokerage accounts and positions in one Portfolio workspace instead of rebuilding them manually.
Portfolio-wide contextConnect position-level research with market regime, risk signals and strategy analytics across the portfolio.
Research attached to positionsMove from a holding to its symbol workspace, dated evidence, alerts and exportable reports.
Product boundary
Methodology & policiesBrokerage synchronization is available with Jason Wheel Pro for supported providers and accounts. Refresh timing follows provider availability and the scheduled U.S. market workflow.
Next step
Bring your brokerage holdings into Jason Wheel Pro.
Keep Portfolio, research and risk context aligned as supported account holdings change.