Apps that work with SnapTrade
Connect your brokerage accounts to AI assistants, portfolio apps and tools.
$4B+in portfolios connected to apps on SnapTrade
AI assistants9
$3B+connected
ClaudeAsk questions and analyze your connected portfolio.
MCP
$200M+connected
ChatGPTExplore balances, holdings and allocation in chat.
MCP
$100M+connected
CursorUse your brokerage data to build your own dashboard or investing tool.
MCP
$80M+connected
CodexAsk about your portfolio from OpenAI's coding agent.
MCP
$50M+connected
Hermes AgentUse your portfolio in the open-source agent you run yourself.
MCP
New
GrokUse natural language to inspect your brokerage data.
MCP
New
MuseGive your Muse personal agent portfolio context.
MCP
New
PerplexityResearch your accounts with live brokerage context.
MCP
Apps7
$80M+connected
WealthlyFull portfolio view - positions, balances, orders and history.
$20M+connected
SureTrack investments alongside the rest of your finances.
WebOpen source
New
NetCarryKnow what’s driving your net worth.
WebFree
New
SylvesterNet worth and portfolio in your macOS menubar.
macOS
New
Pro Options PlatformOptions-first view of your positions, exposure and premium.
Offer
New
SnapTrade MenuBarYour portfolio value and top holdings, one click away in the menu bar.
macOS
New
PicksmithWeekly stock research alongside your own holdings.
OfferWeb
New on SnapTrade
Listed 7d ago
SnapTrade MenuBarYour portfolio value and top holdings, one click away in the menu bar.
macOS
Listed 8d ago
MuseGive your Muse personal agent portfolio context.
MCP
Listed 8d ago
PicksmithWeekly stock research alongside your own holdings.
OfferWeb
Listed 9d ago
PokeBring portfolio context into your personal assistant.
MCP
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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