How do I stop a specific brokerage account from syncing with Stock Rover?

To stop the synchronization for a specific account, open the Brokerage Connections panel, click the grey dropdown arrow next to the portfolio name, and select 'Not Linked'. This effectively pauses the connection for that specific sub-account.

If I unlink a brokerage portfolio, will I lose my historical data in Stock Rover?

No. When you select 'Not Linked', the existing Stock Rover portfolio remains in your account with all its current data. However, it will stop receiving nightly updates and will no longer reflect new trades or balance changes from your brokerage.

Can I selectively link only certain accounts from my brokerage login?

Yes. While Stock Rover initially attempts to link all accounts associated with a brokerage login, you can use the 'Quick Portfolio Link Change' menu to set unwanted accounts to 'Not Linked', ensuring only the relevant portfolios are active in your research space.

Unlinking Portfolios

By default, the portfolios in your connected brokerage accounts—visible in the Brokerage Connections panel—will be linked to a new Stock Rover portfolio using the account name provided by your brokerage. If you prefer not to have a specific account linked, click the grey dropdown arrow (circled below) to open the ‘Quick Portfolio Link Change’ menu.

This reveals a menu containing all of your existing Stock Rover portfolios:

Select ‘Not Linked’ from the list if you do not want that specific brokerage account to sync with a Stock Rover portfolio.

Once a portfolio is unlinked, the existing Stock Rover portfolio will remain in your account for historical reference, but it will no longer receive automatic data updates from your brokerage.