Connect your brokerage and PortfolioTrackr syncs your positions automatically. Encrypted, sync-only connections. We never place a trade on your account. 35 brokers via the SnapTrade bridge, including Charles Schwab, Kraken and Binance. Three of them, Alpaca, Bybit and Interactive Brokers, also connect live-direct. A broker is optional. You can add positions by voice, text, CSV or screenshot instead, on any of the 95 supported exchanges in 67 currencies.
Every connection is sync-only: we can see your positions, but we cannot place trades, move money, or change anything in your account. Brokers connected through SnapTrade use OAuth 2.0, so you log in on your broker's own website and your username and password never pass through PortfolioTrackr. The three direct connections use an access token or API key, stored encrypted at rest.
Connect your Alpaca account in seconds. OAuth 2.0 connection syncs your live positions and full trade history automatically. Live accounts only. Positions update in real time as your Alpaca portfolio changes, no manual entry required.
Connect 35 brokers through the SnapTrade bridge. One secure connection, made on your broker's own site, and your positions and trade history sync automatically. Available on Pro and Lifetime.
On the bridge today: SnapTrade's published list includes AJ Bell, Binance, BMO InvestorLine, Bux, Chase, CIBC Investor's Edge, Citi, Coinbase, CommSec, DEGIRO, E*Trade, Empower, eToro, Fidelity, Interactive Brokers, Kraken, moomoo, Public, Questrade, Robinhood, Schwab, Stake Australia, tastytrade, TD Direct Investing, Trading212, U.S. Bank, Upstox, Vanguard US, Wealthsimple, Webull Canada, Webull US, Wells Fargo, Zerodha.
Connect your IBKR account via a read-only Flex Query token. Sync global equities, options, futures, and forex positions automatically. Interactive Brokers is one of the most widely used brokers in the world, and it is live now, no manual entry required.
Connect your Bybit account via an API key, stored encrypted. Your spot and derivatives crypto positions sync automatically, no manual entry. Combined with PortfolioTrackr's live prices across every major exchange, your whole crypto book stays current in one place.
Your broker not listed? Use AI import to add trades in seconds, speak your trade out loud, type a plain-language sentence, or drop a screenshot from your broker app. The AI reads it and fills in every field automatically. Works with any broker, any format, any language.
Once connected, PortfolioTrackr automatically syncs your positions and full trade history from your broker. New trades appear without any manual action. Your P&L, sector allocation, and dividend data all stay current without you lifting a finger.
Disconnect your broker from Settings with one click at any time. Disconnecting immediately revokes the OAuth token, PortfolioTrackr can no longer access your broker account from that moment. You choose whether to keep your historical data or delete it entirely.
Broker sync works across the PortfolioTrackr web dashboard and the mobile app for iOS and Android. Connect once and your synced positions appear on every device instantly. Check your Alpaca portfolio from your phone, tablet, or desktop, always up to date.
Inside your PortfolioTrackr dashboard, open Settings and select the broker you want to connect. Click Connect to start the process.
You are redirected to your broker's official website, not a third-party page. You enter your broker credentials directly on your broker's domain. PortfolioTrackr never sees your username or password at any point.
Your broker shows you exactly what access is being requested: your positions and trade history. You approve it with one click. Your broker then sends a secure token to PortfolioTrackr, your actual credentials are never shared.
PortfolioTrackr immediately imports your positions and trade history. From this point, new trades sync automatically. Your P&L, chart history, and sector allocation all stay current without any manual entry.
Broker sync is on Pro and Lifetime, both the direct connections (Alpaca, Bybit, Interactive Brokers) and the SnapTrade bridge (35 brokers, including Charles Schwab and Kraken). The free trial does not include broker sync. It does include AI and CSV import, so you can load your positions straight away.
| Feature | Trial | Starter $9/mo | Pro $19/mo | Lifetime $299 |
|---|---|---|---|---|
| Broker Sync | ||||
| Alpaca, Bybit & Interactive Brokers (direct) | – | – | ✓ | ✓ |
| SnapTrade bridge (35 brokers: Schwab, Kraken, Binance & more) | – | – | ✓ | ✓ |
| Auto-sync positions & trade history | – | – | ✓ | ✓ |
| Manual Import (any broker) | ||||
| AI import, voice, text, screenshot | ✓ | – | ✓ | ✓ |
| Bulk CSV import (any broker) | ✓ | – | ✓ | ✓ |
| Security | ||||
| Sync-only connection | ✓ | ✓ | ✓ | ✓ |
| One-click disconnect | ✓ | ✓ | ✓ | ✓ |
| Credentials encrypted at rest | ✓ | ✓ | ✓ | ✓ |
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