E*TRADE | Read-only data | Secure connection
Connect E*TRADE to Quadratic
Import your E*TRADE brokerage and retirement accounts to track portfolio performance, analyze options trades, and build comprehensive investment dashboards.
Get Started FreeE*TRADE, now part of Morgan Stanley, is one of the original online brokerages offering comprehensive trading capabilities including stocks, options, futures, and retirement accounts. Connect to Quadratic for powerful portfolio analysis and trading insights.
E*TRADE data in Quadratic
Read-only holdings, balances, and investment activity
Portfolio value
$124,860
Return
+7.4%
Dividends
+$216
Holdings
42
Trades
186
Read-only access
On
Holdings and trades
Portfolio table
Turn financial data into a live spreadsheet workflow.
Connect E*TRADE once, then analyze accounts, balances, transactions, and investment data with AI, formulas, Python, and charts in Quadratic.
Connect E*TRADE brokerage accounts with all holdings.
Track retirement accounts (IRA, 401k, Roth IRA).
Monitor E*TRADE Bank checking and savings.
Import options and futures trading data.
Analyze stock plan benefits and equity compensation.
Secure E*TRADE connection with read-only data access.
Analyze the financial workflows that matter most.
Use Quadratic to move beyond static account views and build reusable analysis across spending, balances, investing, rewards, and cash flow.
Portfolio Management
- Track stock, ETF, and mutual fund holdings.
- Monitor portfolio diversification.
- Analyze asset allocation across accounts.
Options Trading
- Track options positions and strategies.
- Analyze P&L on options trades.
- Monitor Greeks and risk metrics.
Retirement Planning
- Track IRA and Roth IRA balances.
- Monitor 401k rollover accounts.
- Analyze retirement readiness.
Stock Plans
- Track equity compensation vesting.
- Monitor ESPP holdings.
- Analyze stock option exercises.
Ask AI in plain English
Generate summaries, charts, and analysis from your connected financial data without starting from a blank spreadsheet.
Keep logic editable
Use spreadsheet formulas, Python, SQL-style thinking, and visualizations in one browser-based workspace.
Stay in control
E*TRADE connections are read-only, encrypted, and built for secure financial data access.
Start building better financial dashboards today.
Frequently asked questions
How do I connect my E*TRADE account to Quadratic?+
In Quadratic, go to Connections, select E*TRADE, and sign in with your E*TRADE credentials to establish a secure, read-only connection.
Which E*TRADE accounts are supported?+
E*TRADE brokerage accounts, retirement accounts (Traditional IRA, Roth IRA, SEP IRA, 401k rollovers), and E*TRADE Bank accounts are all supported.
Can I track my options trades?+
Yes. Options positions and trade history are included in your account data, allowing you to analyze strategies and track P&L.
Does Quadratic support E*TRADE stock plan accounts?+
Stock plan accounts including ESPP and equity compensation holdings are typically available through the E*TRADE E*TRADE connection.
Is E*TRADE now part of Morgan Stanley?+
Yes. E*TRADE was acquired by Morgan Stanley but continues to operate as E*TRADE. The E*TRADE connection remains unchanged.
Is connecting my E*TRADE account secure?+
Yes. Quadratic uses secure authentication for your E*TRADE connection. Your E*TRADE credentials are never stored by Quadratic, and all access is read-only.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
