ChatGPT
Explore balances, holdings and allocation in chat.
AI investing tools
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.
Browse by category
Explore all apps
Find tools that fit the way you invest.
24 apps
Claude
Ask questions and analyze your connected portfolio.
AI investing tools
Codex
Ask about your portfolio from OpenAI's coding agent.
AI investing tools
Cursor
Use your brokerage data to build your own dashboard or investing tool.
AI investing tools
Folio
Your portfolio, one keystroke away in Raycast
Wealth & financial planning
Grok
Use natural language to inspect your brokerage data.
AI investing tools
Hermes Agent
Use your portfolio in the open-source agent you run yourself.
AI investing tools
Investing Against the Grain
Options trading monthly P&L journal
Investing & trading
Muse
Give your Muse personal agent portfolio context.
AI investing tools
NetCarry
Know what’s driving your net worth.
Wealth & financial planning
No Advice Needed
Investing, in one tap: buy your all-in-one ETF across every account.
Investing & trading
Perplexity
Research your accounts with live brokerage context.
AI investing tools
Picksmith
Smart portfolio management in one place
Stock research & analysis
Poke
Bring portfolio context into your personal assistant.
AI investing tools
Pro Options Platform
Options-first view of your positions, exposure and premium.
Investing & trading
RESP Tracker
See where each child's RESP stands and capture every grant.
Portfolio tracking
Road To A Million
Track your net worth on the way to $1,000,000.
Investing & trading
SnapTrade CLI
Inspect accounts, positions and orders from your terminal.
Spreadsheets & other tools
SnapTrade MenuBar
Your portfolio value and top holdings, one click away in the menu bar.
Spreadsheets & other tools
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.
Portfolio tracking
Sure
Track investments alongside the rest of your finances.
Wealth & financial planning
Sylvester
Net worth and portfolio in your macOS menubar.
Spreadsheets & other tools
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 & income
Wealthly
Full portfolio view - positions, balances, orders and history.
Portfolio tracking
Availability and pricing are set by each app. Third-party apps are responsible for their own products, privacy practices and support.
Want to build your own investing tools?
Discover what you can do with your investment accounts using SnapTrade.