Sure

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Track investments alongside the rest of your finances.

About

An open-source, self-hostable personal finance app that shows your investments next to everything else.

Step 1
In Sure, go to Settings → Bank sync and search for SnapTrade.
Step 2
SnapTrade OAuth apps belong to a commercial workspace. If you only have a personal one, open the workspace switcher, choose Create workspace → Organization, then switch into it.
Step 3
In that workspace, register an OAuth app under Developer tools → OAuth Apps to get a client ID and secret.
Step 4
Add Sure's callback URL to that app as a registered redirect URI. If you self-host, use your own Sure address with the same path: ← added the self-host note
```
https://app.sure.am/snaptrade_items/oauth_callback
```

Step 5

Set the credentials in your Sure environment, then restart Sure:

SNAPTRADE_OAUTH_CLIENT_ID=your-client-id
SNAPTRADE_OAUTH_CLIENT_SECRET=your-client-secret