SnapTrade Personal

Connect your brokerage accounts to Claude, ChatGPT, and your own tools.

Ask questions about your portfolio, build investing and trading tools, or export your brokerage data — all through secure brokerage connections.

It's free
See how it works
  • 20 brokerage connections
  • Ready in minutes
  • No credit card
ClaudeClaude
SnapTrade connected
How's my portfolio looking this week?
Checked your SnapTrade accounts
You're up +2.4% across your 3 connected accounts. Best mover: NVDA (+6.1%). Worst: TSLA (−3.2%).
NVDA
$18,420
+6.1%
VOO
$42,180
+1.8%
TSLA
$8,950
−3.2%
What's my biggest position?

Two ways to use it.

Choose how to use your brokerage data:

Chat with your portfolio

Talk to Claude or ChatGPT about your investments in plain English.

Start chatting

Build your own tool

Create a dashboard, tracker, or trading tool using your investment data.

Start building
Connect to top brokerages
How it works

Set up in minutes.

Be up and running in 3 simple steps.

01

Sign up for SnapTrade

Free, no card required. One SnapTrade account for your connected brokerages.

02

Connect your brokerage

SnapTrade sends you to your brokerage's secure sign-in page whenever it's supported, so you can log in directly with your brokerage.

03

Start using your data

Connect SnapTrade to Claude, ChatGPT, or your own tools and start using your brokerage data.

Now the fun part.

Here's how each one works.

Chat with your portfolio

It's like talking with a friend who gets your portfolio.

Ask what changed this week, what your biggest positions are, how your accounts are allocated, or what activity happened recently.

Claude or ChatGPT can help you understand your portfolio, but they cannot place trades, move money, or change account settings.

ChatGPTChatGPT
SnapTrade · connected
What are my biggest investments?
Used SnapTrade
Looking across your 3 connected brokerages, your top holdings are:
VOOVanguard S&P 500 ETF$42,180
NVDANVIDIA Corp$18,420
AAPLApple Inc$12,640
Together these represent about 68% of your total portfolio value.
Ask anything about your portfolio↑
Build your own tool

Create exactly what you want.

Build a tool using your own brokerage data. Track what matters, monitor activity, export data, or place trades through supported brokerages.

A personal dashboard

Track the numbers you actually care about, using data from your connected brokerage accounts. Set up alerts, reports, and workflows for your own portfolio.

Spreadsheets and exports

Send your holdings, balances, orders, and activity to a spreadsheet for tax time, your accountant, or your own analysis.

Scripts and automation

Set up alerts, reports, and workflows for your own portfolio.

Your own investing and trading apps

Build personal tools to research, monitor, and trade through supported brokerage accounts.

BUILT FOR TRUST

Your accounts. Your data. Your call.

Over 10,000 developers trust SnapTrade to power their financial apps. Now you can use it too.

Secure brokerage connections

SnapTrade sends you to your brokerage's secure sign-in page whenever it's supported, so you can log in directly with your brokerage.

You set the rules.

Use Claude or ChatGPT to learn more about your portfolio. Or build your own tool if you want to place trades too.

Disconnect anytime.

Turn off access whenever you want.

Pricing

Free to use for yourself.

Sign up, connect your brokerage accounts, and start using your data with Claude, ChatGPT, or your own tools. No credit card required.

Personal
$0/month
For individuals using their own brokerage data.
  • ✓Connect your brokerages to Claude and ChatGPT
  • ✓20 brokerage connections
  • ✓Use for yourself or everyone in your household
  • ✓Ask questions about your portfolio
  • ✓Export your data to spreadsheets
  • ✓Build personal investing and trading tools
  • ✓No credit card required
Get started

Building an app for customers or other users? See developer pricing →

Questions

The short answers.

Put your brokerage data to work.

Connect your accounts, ask questions in Claude or ChatGPT, or build your own investing and trading tools.

Get started