ChatGPT
Explore balances, holdings and allocation in chat.
AI assistants
Discover apps built with SnapTrade
Explore investing apps and tools for tracking your portfolio, researching stocks, following dividends, managing your finances, and getting more from your investment data.
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Find tools that fit the way you invest.
30 apps
Claude
Ask questions and analyze your connected portfolio.
AI assistants
Codex
Ask about your portfolio from OpenAI's coding agent.
AI assistants
Cursor
Use your brokerage data to build your own dashboard or investing tool.
AI assistants
DivTracker (opens in a new tab)
See your dividend income, upcoming payment dates, and portfolio performance in one place, with calendars and stock research tools.
Dividends
Dwellth
Your portfolio as a cozy 3D house you share with friends.
Portfolios
Folio
Your portfolio, one keystroke away in Raycast
Portfolios
FullyCooked
Roast your portfolio and share with friends.
Research
Grok
Use natural language to inspect your brokerage data.
AI assistants
Hermes Agent
Use your portfolio in the open-source agent you run yourself.
AI assistants
Investing Against the Grain Journal
Options trading monthly P&L journal
Trading
Muse
Give your Muse personal agent portfolio context.
AI assistants
NetCarry
Know what’s driving your net worth.
Planning
No Advice Needed
Investing, in one tap: buy your all-in-one ETF across every account.
Trading
Perplexity
Research your accounts with live brokerage context.
AI assistants
Picksmith
Smart portfolio management in one place
Portfolios
Poke
Bring portfolio context into your personal assistant.
AI assistants
Pro Options Platform
Options-first view of your positions, exposure and premium.
Portfolios
RESP Tracker
See where each child's RESP stands and capture every grant.
Planning
Road To A Million
Track your net worth on the way to $1,000,000.
Planning
SnapTrade CLI
Inspect accounts, positions and orders from your terminal.
Portfolios
SnapTrade MenuBar
Your portfolio value and top holdings, one click away in the menu bar.
Portfolios
SnapTrade Sheets Brokerage Connect
Auto-sync your Google spreadsheets with SnapTrade
Portfolios
Snowball Analytics (opens in a new tab)
Track investments across brokerages, measure portfolio performance, and forecast dividend income with detailed analytics and a payout calendar.
Portfolios
Stock Unlock (opens in a new tab)
Research stocks with financial data, stock scores, and valuation tools, then track portfolio returns and dividends with brokerage syncing.
Research
Sure
Track investments alongside the rest of your finances.
Portfolios
Sylvester
Net worth and portfolio in your macOS menubar.
Portfolios
TrackYourDividends (opens in a new tab)
Track dividend income and upcoming payments, assess holdings with the TYD Dividend Safety Score, and analyze your portfolio's diversification.
Dividends
Wealthly
Full portfolio view - positions, balances, orders and history.
Portfolios
Who's Richer
Settle the ultimate question: who’s richer? Flex on your friends without revealing your balance.
Social
Availability and pricing are set by each app. Third-party apps are responsible for their own products, privacy practices and support.
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