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Broker Integrations · OAuth 2.0

Your broker.
Auto-synced.

Connect once via secure OAuth. Your real portfolio syncs automatically, positions, trade history, live P&L. Read-only. We never touch your money.

Connect a Broker ↗ All Features
Encrypted at rest · Sync-only · We never trade on your account
Supported Brokers

Connect your
brokerage account

Alpaca, Bybit and Interactive Brokers connect directly. Thirty-five more, including Charles Schwab, Kraken, Binance and Coinbase, connect through the SnapTrade bridge.

● Live
Alpaca
US Stocks · ETFs · Crypto

Commission-free US stock and crypto trading. Connect your Alpaca account and every position syncs automatically in real time.

  • Positions auto-sync every 15 minutes
  • Full trade history pulled in
  • Live-only accounts supported
  • Sync-only, no order execution
Connect Alpaca →
● Via SnapTrade
Charles Schwab
US Stocks · ETFs · Options · Bonds

One of the largest US brokers. Full account integration with positions, balances, and transaction history.

  • Connects through the SnapTrade bridge
  • Positions & transaction history
  • Multi-account support
  • Sync-only, no order execution
Connect Schwab →
● Live
Interactive Brokers
Global Stocks · Options · Futures · Forex · Crypto

The most globally comprehensive broker. Sync positions across every asset class IBKR supports, stocks, options, futures, forex, and crypto.

  • Global market coverage
  • Multi-currency accounts
  • Read-only Flex Query token
  • Sync-only, no order execution
Connect IBKR →
● Live
Bybit
Crypto · Spot · Derivatives

Connect your Bybit account and your spot and derivatives positions sync automatically, alongside your stock portfolios.

  • Spot & derivatives positions
  • API key, stored encrypted
  • Sync-only, no order execution
Connect Bybit →
● Via SnapTrade
Kraken
Crypto · Spot · Staking

One of the most trusted crypto exchanges globally. Connect your Kraken account to track all crypto holdings alongside your stock portfolios.

  • Spot holdings & staking balances
  • Trade history import
  • Connects through the SnapTrade bridge
  • Sync-only, no order execution
Connect Kraken →
Don't see your broker? Request an integration →
How It Works

Connected in 4 steps

The whole process takes under 60 seconds. You authorize once and PortfolioTrackr handles everything from there.

1

Sign Up / Log In

Create your free PortfolioTrackr account or sign in if you already have one.

2

Choose Your Broker

Go to Portfolios → Add Portfolio → Connect Broker. Select your broker from the list.

3

Authorize via OAuth

You're redirected to your broker's secure login. Authorize access, we never see your login credentials.

4

Portfolio Syncs

Positions appear instantly. Live P&L, trade history, and auto-refresh every 15 minutes, fully automatic.

Security

Your security is
non-negotiable

We built the broker integration with security as the primary constraint. Here's exactly how we protect your connection.

🔐

OAuth 2.0: No Passwords Shared

You log in directly at your broker's site. PortfolioTrackr never sees or stores your broker username or password, only an access token or API key, encrypted at rest.

🔒

AES-256 Token Encryption

Every access token is encrypted at rest using AES-256-CBC before it's stored in our database. Your token is unreadable without the encryption key.

👁️

Read-Only by Design

We only request the minimum scopes needed to read positions and trade history. We cannot place orders, withdraw funds, or modify your account.

🔄

Auto Token Refresh

When access tokens expire, PortfolioTrackr automatically refreshes them in the background, or prompts you to reconnect if a full re-auth is needed.

🚫

Disconnect Any Time

Remove a broker connection from PortfolioTrackr at any time. You can also revoke access directly from your broker's developer settings page.

📋

No Third-Party Sharing

Your position data and broker tokens are never sold, shared with advertisers, or used for anything other than displaying your portfolio to you.

Broker vs Manual

Connected or manual entry: your choice

You can always add positions manually alongside a broker portfolio, or keep your portfolios fully manual. Broker connections are optional.

🔗 Broker Connected
  • Positions sync automatically
  • Trade history imports automatically
  • Always in sync with your real account
  • No manual entry needed
  • ·Portfolio is read-only in PortfolioTrackr
✏️ Manual Entry
  • Works for any broker, any market
  • Full edit control, add, remove, adjust
  • AI import from text, voice, or screenshot
  • No broker account required
  • ·Manual sync required after each trade

Your portfolio,
always in sync

Connect your broker in under 60 seconds. Positions sync automatically from that moment on.

Connect a Broker Start Free Trial
Read-only · No credit card · Cancel any time