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Picksmith

New

Smart portfolio management in one place

Open Picksmith(opens in a new tab)

About

Manage your entire portfolio in one place. An advanced portfolio management platform with portfolio management tools at your fingertips.  Connecting SnapTrade adds your entire portfolio, trade detail, dividends, transfers and more. Get politician trade activity, earnings detail, and stock ratings pegged against your portfolio so you don’t miss a thing.

Set up Picksmith

  1. Step 1

    Open Picksmith and create your account.

  2. Step 2

    Choose "Continue with SnapTrade".

  3. Step 3

    Review the access request and approve it.

  4. Step 4

    Your connected accounts appear in Picksmith.

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