TD Ameritrade | Read-only data | Secure connection
Connect TD Ameritrade to Quadratic
Import your TD Ameritrade brokerage and thinkorswim accounts to track portfolio performance, analyze options trades, and build comprehensive investment dashboards.
Get Started FreeTD Ameritrade, now part of Charles Schwab, offers comprehensive trading capabilities including the powerful thinkorswim platform. Connect your accounts to Quadratic for portfolio analysis that complements your trading tools.
TD Ameritrade 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 TD Ameritrade once, then analyze accounts, balances, transactions, and investment data with AI, formulas, Python, and charts in Quadratic.
Connect TD Ameritrade brokerage accounts with all holdings.
Track retirement accounts (IRA, 401k rollovers).
Monitor options trading from thinkorswim.
Import futures and forex trading data.
Analyze comprehensive trade history.
Secure TD Ameritrade 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 Analysis
- Track thinkorswim options strategies.
- Analyze options P&L over time.
- Monitor Greeks and risk exposure.
Retirement Planning
- Track IRA and Roth IRA balances.
- Monitor 401k rollover accounts.
- Analyze retirement portfolio allocation.
Active Trading
- Analyze trading patterns and frequency.
- Track commission costs over time.
- Monitor win/loss ratios.
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
TD Ameritrade 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 TD Ameritrade account to Quadratic?+
In Quadratic, go to Connections, select TD Ameritrade, and sign in with your credentials to establish a secure, read-only connection.
Is TD Ameritrade now part of Schwab?+
Yes. TD Ameritrade was acquired by Charles Schwab. Account integration is ongoing, but TD Ameritrade accounts remain accessible through their existing TD Ameritrade connection during the transition.
Which TD Ameritrade accounts are supported?+
TD Ameritrade brokerage accounts, retirement accounts (Traditional IRA, Roth IRA, SEP IRA, 401k rollovers), and margin accounts are supported.
Can I track my thinkorswim trades?+
Yes. Trades executed through thinkorswim appear in your TD Ameritrade account data, including options and futures positions.
Will my data transfer when accounts move to Schwab?+
Once accounts are fully migrated to Schwab, you'll connect through the Schwab connection. Historical data should be preserved.
Is connecting my TD Ameritrade account secure?+
Yes. Quadratic uses secure authentication for your TD Ameritrade connection. Your 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.
