Sync your real positions.
Watch the ones you don't own yet.

Connect a real brokerage account, see every portfolio rolled into one dashboard, keep a watchlist on what you don't own yet, and get alerted the moment a graded pattern opens, an earnings date lands, or an analyst rating moves — all read-only, with no ability to place a trade.

Join the waitlist See what's inside

Free during Alpha. No credit card required.

Recurring Trade Portfolio Dashboard showing total value, an equity curve, top holdings and allocation across 6 connected portfolios

Connect once. Watch everything.

Every balance, holding and trade pictured below comes from a demo account built to show what the dashboard looks like in use, not real money.

Dashboard every portfolio, rolled into one number

Connect Interactive Brokers via Flex Web Service tokens, or any broker SnapTrade supports (Schwab, Fidelity, Robinhood, E*TRADE and more), all strictly read-only. Every account you connect rolls up into one dashboard: total value, unrealized and day P&L, an equity curve, and your top holdings by market value.

Unrealized P&L by symbol and top holdings by market value, across every connected account
Allocation broken out by portfolio, sector, market cap and country
Dividend income tracked month by month, year-to-date and all-time

Example: The demo account above shows $248,148.89 across 6 portfolios and 22 holdings, with $1,385.22 in dividend income year-to-date.

Recurring Trade Portfolio Dashboard showing total value, unrealized P&L, an equity curve, top holdings and allocation by sector, market cap and country across 6 connected portfolios

Single portfolio drill into any one account, tab by tab

Every connected portfolio has three tabs: Overview for market value, cost basis, cash and a portfolio health score; Transactions for the full trade log; and P&L History for time-weighted return, volatility, Sharpe ratio and drawdown against a benchmark.

Overview: market value, unrealized and day P&L, and a 0–100 portfolio health score
Transactions: every trade, dividend, deposit and fee, filterable by type, each tagged with its broker sync source
P&L History: time-weighted return, Sharpe, volatility and max drawdown, charted against SPY, QQQ, DIA or AGG

Example: This demo portfolio returned +12.36% over the past year (time-weighted return +31.32% all-time), with a Sharpe ratio of 1.33 and a max drawdown of -11.61%, against a 383-transaction history.

Recurring Trade single portfolio P&L History tab showing 1-year return, time-weighted return, Sharpe ratio, volatility, max drawdown, an equity curve versus SPY, QQQ, DIA and AGG, and a realized profit and loss table by symbol

Single-stock deep dive every position, down to the individual trade

Click into any holding from a portfolio and get a dedicated page for that symbol: unrealized and realized P&L, allocation weight, a price chart annotated with your own buy and sell points and earnings dates, and the full transaction history for that position alone.

Unrealized P&L, day P&L, allocation weight, shares, average price and cost basis for the position
Price chart annotated with your actual buy and sell points, plus earnings dates
Return broken out by 1 day, 1 week, 1 month, YTD, 1 year, 5 years and all time

Example: This demo position in TSLA shows -$1,290.14 (-9.16%) unrealized, a 13.64% allocation weight, and +$5,685.58 already realized from earlier trades in the same symbol.

Recurring Trade single-stock deep dive for TSLA showing unrealized and realized P&L, allocation, an annotated price chart with buy, sell and earnings markers, period returns and a transaction list

Add or import transactions type it in, or drop in a CSV

Add a trade, dividend, cash movement or fee by hand in seconds, or import a full history at once. CSV import is live for Fidelity, Interactive Brokers and TradeStation, with Manual Import covering other brokers, Charles Schwab support coming soon, and a guided upload flow with a sample file to check your export against.

Manual entry covers trades, income, cash and fees, with buy/sell, date, shares, price and fees
CSV import from Fidelity, Interactive Brokers or TradeStation, plus Manual Import for other brokers, Charles Schwab coming soon
Step-by-step export instructions per broker, plus a sample CSV to check your format against before uploading
Direct broker sync for more brokers is in progress; CSV and manual entry work today

Recurring Trade Import to Portfolio modal with a brokerage selection list showing Fidelity, Interactive Brokers and TradeStation available via CSV export and Charles Schwab coming soon

Watchlist track what you don't own yet, right alongside what you do

A live price panel that stays open across the whole platform: symbol, price, and both daily and percentage change, grouped into your own lists (holdings, futures, or anything you're just watching). No need to leave whatever you're looking at to check on a ticker you're tracking.

Stays open as a side panel while you work anywhere else in the platform
Group tickers into your own named lists, separate from your actual holdings
One click into full Asset Analysis for any symbol on the list

Recurring Trade Watchlist side panel showing tickers grouped into Holdings, Futures and Watching lists with live price and change, open alongside the main dashboard

Alerts get told the moment something changes, not when you happen to check

Subscribe a ticker to a specific trigger: a seasonal pattern opening, an upcoming earnings date, a dividend, or an analyst rating change. Every subscription is listed in Alert Management with its own delivery channels, so you can see exactly what you're tracking and how you'll hear about it.

Trigger types: seasonal patterns, earnings releases, dividend payouts, analyst rating changes
Scope a pattern alert to all seasonal patterns or just a specific window
Email and push notification channels, set per alert, not just one global setting
Active and archived subscriptions kept separately, so the list stays clean

Example: The demo account above has 4 alerts on GOOGL alone: a seasonal pattern window, analyst rating changes, dividend payouts and earnings releases, each with its own delivery channels.

Recurring Trade Alert Management page showing active alert subscriptions per ticker with event type, trigger details, delivery channels and creation date

About Portfolio, Watchlist & Alerts

Is my brokerage login ever stored on your servers?

No. Interactive Brokers uses a separate reporting token (Flex Web Service) that never touches your login credentials. Every other broker connects through SnapTrade's OAuth flow, where you authenticate directly with your broker and we only ever receive a scoped, read-only access token, never your password.

Can alerts be delivered by email, or only in-app?

Both. Alert Management shows email and push as separate channel icons on every subscription, set per alert rather than one global switch for everything. Alert Settings is where you manage them.

Do I need to connect a broker to use the Watchlist?

No. Watchlist and Alerts work independently of any brokerage connection; you can track and get notified on tickers you don't own at all. Broker sync is only needed if you want your actual holdings reflected in the Portfolio dashboard.

Connect your broker.

Join the waitlist and we'll email you as soon as your access is ready.

100% Free during Alpha • No credit card required

Sync your real positions. Watch the ones you don't own yet.