Feature · Brokerage sync
30+ brokerages supported via SnapTrade and Plaid. Read-only access — we can't place trades or move money. Holdings, cost basis, and dividend history sync nightly.
SnapTrade powers most US and Canadian brokerages — Robinhood, Fidelity, Schwab, Webull, E*TRADE, Wealthsimple, Questrade, and 20+ more. Plaid covers a smaller set including Vanguard. You pick whichever your broker supports; we handle the routing.
Both SnapTrade and Plaid use OAuth-style authentication. Your brokerage credentials never touch our servers. We receive a read-only token that lets us pull positions, transactions, and dividend history. We cannot place trades, move money, or change anything in your brokerage.
Holdings (ticker, share count, cost basis), historical transactions, dividend payments received, and account-level balances. We do NOT sync your social security number, addresses, or any personal banking detail. We do NOT have your brokerage password.
In practice
A representative subset of the 30+ brokerages currently supported:
All data exchanged with brokerages uses TLS. Tokens are stored encrypted at rest. We rotate them on schedule.
Holdings and transactions refresh every night. Dividend events and price moves are reflected in the morning.
One tap revokes our access at the brokerage level. We delete the cached holdings on disconnect.
Free on iOS, Android, and the web. Connect read-only and see the picture in 90 seconds.