Guides
Short guides: PEA vs brokerage, multi-broker, add a broker, dividends and performance.
PEA vs brokerage account
PEA or ordinary brokerage (CTO)? Eligibility, contribution ceiling, tax after five years, US stocks — and how to track both envelopes together.
Read guide →Why a multi-broker wealth tracker
PEA, neo-broker, bank brokerage and crypto in one place: why consolidating beats spreadsheets for performance, allocation and dividends.
Read guide →Add your broker
Two ways to bring a brokerage account into Wolfora: connect a supported broker automatically, or import a transaction file when sync is unavailable.
Read guide →Track portfolio dividends
Received cash, forward estimates and yield across PEA and brokerage accounts — without a spreadsheet that breaks every tax season.
Read guide →Why your +18% can be misleading
Your app shows +18% while a large deposit leaves you feeling poorer — or +5% after an old line doubled. What the percentage measures, and how to read performance after cash flows.
Read guide →