Connect SnapTrade to Claude
Ask Claude questions about your portfolio, in plain language.
Once you connect SnapTrade to Claude, you can ask things like "What are my biggest holdings?" or "How much did I make this month?" — and Claude will look at your actual brokerage accounts to answer.
All you need is a free Claude account.- Setup takes only 5 minutes
- Free for personal use
ClaudeCreate your SnapTrade account
First, set up a free SnapTrade Personal account and connect your brokerage. It only takes a few minutes.
- 1
Go to the SnapTrade dashboard
Open dashboard.snaptrade.com in your browser.
- 2
Choose "Personal" and click "Continue"
- 3
Fill out the form and click "Sign up"
- 4
Verify your email
Check your inbox for a verification email and confirm your address.
- 5
Click "Get started"
- 6
Click "Connect a brokerage"
- 7
Click "Continue"
- 8
Choose your brokerage
- 9
Sign in to your brokerage
Follow the steps to log in with your brokerage directly.
- 10
Click "Continue"
- 11
Choose MCP and click "Continue"
This tells SnapTrade you want to use your account with an AI assistant like Claude or ChatGPT.
- 12
Your SnapTrade account is ready
Connect Claude to SnapTrade
Now add SnapTrade to Claude as a custom connector so Claude can read your accounts.
- 1
Click your name in the bottom left corner
- 2
Click "Settings"
- 3
Click "Connectors"
- 4
Click "Add"
- 5
Click "Add custom connector"
- 6
In the name field type "SnapTrade", then paste the server URL
In the Remote MCP server URL field, paste the address below.
- 7
Click "Add"
- 8
Click "Connect"
That's it — you're connected
SnapTrade will now show up as a connector in Claude, and you're ready to start asking questions.
Want more detail? See the full MCP setup guide in our developer docs.
Now that you're connected
See everything SnapTrade Personal can help you do — from chatting with your portfolio to building your own investing tools.
Good to know
+Ready in about 5 minutes
Connect your brokerage once, then let Claude answer questions about your real portfolio.