Understand what’s really going on with your investments
Your brokerage shows you what you own. But it can still be surprisingly hard to answer simple questions about your investments.
- How much have I actually made?
- How much money have I put in?
- Am I getting a good return on my investments?
And if you have investments at more than one brokerage, getting the full picture can be even harder.
SnapTrade lets you securely connect your brokerage accounts so you can use your investment information outside your brokerage’s app.
No credit card required - it’s free.
Connect your brokerage securely
SnapTrade securely connects to your brokerage information so you can use it with the tools you choose. Your investments stay with your brokerage.
SnapTrade protects your brokerage information with the same kind of security used by banks.
It’s the technology developers use to connect brokerage accounts in 800+ apps. Now you can use it for yourself - for free.
What can you do with it?
Ask questions about your portfolio
Connect or upload your investment information to AI and ask questions to better understand your portfolio.
For example:
- How much have I actually made?
- Am I getting a good return on my investments?
- Am I too heavily invested in one area?
- Do my ETFs own a lot of the same companies?
- What has changed in my portfolio?
ClaudePut your data in a spreadsheet
Download your brokerage information and open it in a spreadsheet.
Use it to sort, track or analyze your investments however you want.
Use investing apps
Connect your brokerage information to investing apps that help you track, understand or manage your investments.
You choose which apps you want to use.
App DirectoryBuild your own tools
You can use your own brokerage information to build something just for yourself.
That could be a personal dashboard, portfolio tracker, alerts, reports, automations or your own investing tool.
import { Snaptrade } from "snaptrade-typescript-sdk";
const snaptrade = new Snaptrade({
clientId: process.env.SNAPTRADE_CLIENT_ID!,
consumerKey: process.env.SNAPTRADE_CONSUMER_KEY!,
});
const { data: connections } =
await snaptrade.connections.listBrokerageAuthorizations({
userId: user.userId,
userSecret: user.userSecret,
});See accounts from different brokerages together
Have investments spread across different accounts or brokerages?
Connect them through SnapTrade so you can get a clearer picture of your investments in one place.
All accountsHow it works
Create your free SnapTrade Personal account
It only takes a few minutes.
No credit card required - it’s free.
Connect your brokerage accounts
Choose the brokerage accounts you want to connect.
Your investments stay with your brokerage.
Choose how you want to use your information
Ask questions with AI, download your data, use an investing app or build something for yourself.
Free for personal use
The information you get from your brokerage can make it tricky to understand what’s really going on with your investments.
You deserve a clear picture. So we built the tool we wished existed - and you can use it for free.
- Connect your own brokerage accounts
- Up to 20 brokerage connections
- Use your portfolio with supported AI tools
- Download your brokerage data
- Connect to investing apps
- Build your own investing tools
- No credit card required - it’s free
Frequently asked questions
Get a clearer picture of your investments
Your investments stay with your brokerage.
SnapTrade gives you more ways to understand and use your investment information.
No credit card required - it’s free.