Connect your brokerage accounts to your AI assistant and get plain-English answers about your own investments. All your accounts, one conversation, no spreadsheet.
Built on the same platform trusted by 10,000+ developers, supporting brokerages that reach 400M+ retail investor accounts.
Claude
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?
Three steps, about two minutes
Step 1
Connect your accounts
Link your brokerage accounts through SnapTrade's secure connection portal. Read access only - nothing moves without you.
Step 2
Copy a prompt
Every prompt below copies in one click. Paste it into your AI assistant and get an answer about your own portfolio, in plain English.
Step 3
Keep the conversation going
Each answer ends with follow-up questions worth asking. The more you ask, the better you understand what you own.
Ten prompts to understand your portfolio
These aren't just data pulls. Every prompt is written to explain what your numbers actually mean, skip the jargon, and end with something worth asking next. Copy any of them in one click.
Use these regularly
Start with a full walkthrough, then keep a weekly pulse, a monthly review, and one calm answer when markets drop.
Explain my portfolio
First day
Explain my portfolio in plain English. Tell me what I own, what's inside my funds, where I'm concentrated, and how my investments work together. Don't assume I know investing jargon. Whenever you mention an important number, chart, percentage, or statistic, explain what it means and why it matters. Focus on helping me understand my portfolio rather than simply describing it. End by suggesting three follow-up questions that would help me understand my portfolio even better.
Weekly portfolio check-in
Every week
Give me a quick weekly portfolio check-in. Summarize what changed since my last check-in, explain why those changes matter, and tell me anything that stands out. Focus on the most important insights rather than every detail. Whenever you mention an important number, chart, percentage, or statistic, explain what it means in plain English and why it matters. End by telling me one thing worth checking again next week and suggest one follow-up question I should ask.
Progress tracker
Every month
Show me how I'm progressing toward my long-term investing goals. Explain how my portfolio has changed since our last check-in, what's improving, and what milestones I'm getting closer to. If possible, save today's progress so we can compare it the next time I ask. Whenever you mention an important number or statistic, explain what it means and why it matters. Keep the explanation encouraging, practical, and easy to understand. End with one thing I'm doing well and one thing worth continuing to monitor.
Portfolio income summary
Every month
Summarize the income my portfolio is generating. Explain where that income is coming from, how it compares with previous periods, and what I can expect over the coming months based on my current holdings. Tell me when my next dividend payments are expected so I know when to check back. Whenever you mention an important number, explain what it means and why it matters. Use plain English and avoid unnecessary investing jargon. End by suggesting one question I could ask to better understand my portfolio income.
Red-day reality check
Red days
My portfolio is down today. Explain what actually happened in plain English. Separate normal market movement from anything unusual, put today's change into the context of my long-term portfolio, and help me understand whether today's movement meaningfully changed my overall investment picture. Whenever you mention an important number, explain what it means and why it matters. Focus on helping me understand what happened rather than simply reporting today's performance. End with one thing worth watching over the next few days.
Keep it interesting
For any day you're curious. Each one uses your own holdings to make you a sharper investor.
What should I understand today?
Anytime
Based on my current portfolio, what's the most important thing I should understand today? Focus on the single biggest insight rather than trying to summarize everything. Explain it in plain English, tell me why it matters, and use examples from my own portfolio whenever possible. Avoid unnecessary jargon and finish by suggesting one follow-up question that would naturally build on today's insight.
Teach me something
Anytime
Based on my portfolio, teach me one investing concept that would genuinely help me become a better investor. Use my own holdings as examples whenever possible and explain everything in plain English. Keep it practical rather than theoretical, avoid unnecessary jargon, and explain why this concept matters for my portfolio specifically. End by suggesting one follow-up question I should ask next.
Am I becoming a better investor?
Anytime
Looking at my portfolio today, tell me whether my investing habits appear to be improving over time. Focus on behaviors such as diversification, consistency, long-term investing, contributions, and portfolio balance rather than short-term market performance. Explain your observations in plain English, celebrate what's going well, and suggest one habit I should continue developing. Avoid making buy or sell recommendations.
Which positions deserve another look?
Anytime
Review my portfolio and identify the positions that deserve another look. Don't tell me what to buy or sell. Instead, explain which positions stand out because of their size, performance, recent changes, concentration, overlap with other holdings, or overall impact on my portfolio. Whenever you mention an important number, explain what it means and why it matters. Help me understand why each position deserves another review and end by suggesting one follow-up question I could ask about a specific holding.
Ask me something interesting
Anytime
Instead of waiting for me to ask a question, look at my portfolio and ask me the most interesting question you think I should be asking. Then answer that question using my portfolio data. Explain everything in plain English, focus on insights rather than raw numbers, and tell me why the answer matters. Finish by suggesting one additional question that would naturally continue the conversation.
Your credentials stay yours
Connections use OAuth where your brokerage supports it. SnapTrade never sells your data, and you can disconnect any account at any time.
Free means free
SnapTrade Personal is free for personal use. No card, no trial clock, no upgrade wall between you and your own data.
Built for this
SnapTrade is the connectivity platform behind fintech apps used by thousands of developers. Personal puts the same connection in your hands.
Your portfolio has answers.
Connect your accounts in about two minutes, then start with “Explain my portfolio.” You'll learn something about your own money on the first question.
Claude