See more of your financial picture
Connect the brokerage accounts you already use and bring your investment data together in one place.
Use it to ask questions with AI, export it to a spreadsheet, or connect it to apps that can help you track and understand your portfolio.
Free for personal use
- Up to 20 brokerage connections
- Use your data with AI
- Export to spreadsheets
- Discover helpful apps
- No credit card required
ClaudeUnderstand more than your portfolio total
A balance tells you what your account is worth today.
Your brokerage data can tell you much more about how you got there.
Instead of entering a few numbers by hand, you can work with the information already in your accounts.
That can make it easier to understand your portfolio, spot patterns, and answer questions about your own investing history.
Depending on your brokerage and account, you may be able to see things like:
- What you own
- Your transaction history
- When dividends were paid
- Contributions you made
- Orders and account activity
- Information across more than one brokerage
3 ways to use it
Ask questions about your portfolio with AI
You can use your connected brokerage data with supported AI tools like Claude or ChatGPT.
Ask questions about your holdings, look back at transactions, compare accounts, or better understand what has happened in your portfolio over time.
You choose when to connect your data and which tools you want to use.
ChatGPT
Used SnapTradeExport your data when you want it
Sometimes you just want your information in a spreadsheet.
Export your brokerage data so you can organize it your own way, keep your own records, run calculations, or look at information from different accounts together.
No manual copying from one brokerage to another.
Find apps that can help
The SnapTrade App Directory gives you a place to find apps that work with your SnapTrade connections.
You may find apps that help with things like:
- Portfolio tracking
- Investment research
- Options analysis
- Reporting
- Portfolio insights
Some participating apps also offer special deals for SnapTrade Personal users.
App DirectoryYou stay in control of your accounts
Think of SnapTrade like a window into the brokerage accounts you choose to connect.
For read-only uses like AI, exports, and many apps, the tool can see the information you choose to share, but it cannot move money or make changes to your brokerage account.
You choose:
Which brokerage accounts to connect
Which apps or tools to use
When to connect them
When to disconnect them
Your brokerage accounts stay with your brokerage.
The same connection technology used by investing apps
SnapTrade is the same technology developers use to connect brokerage accounts in investing and fintech apps.
SnapTrade Personal gives you access to that same connection technology for yourself.
You do not have to move your accounts or change brokerages. You simply connect the accounts you already use and decide what you want to do with the data.
Bring multiple accounts together
If you have investments at more than one brokerage, SnapTrade can help you work with them together instead of looking at each account separately.
You can connect up to 20 brokerage connections and use that information with the tools and apps you choose.
What information is available can vary by brokerage and account.
How it works
Create your free SnapTrade Personal account
It takes just a few minutes. No credit card required.
Connect your brokerage accounts
Choose the accounts you want to connect.
Decide how you want to use your data
Ask questions with AI, export it to a spreadsheet, or find an app in the App Directory.
If you’re a developer and want to build your own investing or trading tools, see SnapTrade Personal for developers →
Free for personal use
- Up to 20 brokerage connections
- Use your portfolio data with supported AI tools
- Export your brokerage data
- Connect to apps in the App Directory
- Special offers from participating apps
- No credit card required
FAQ
Use your brokerage data your way
Connect your accounts, understand your portfolio better, and choose the tools you want to use with it.