Sync positions, balances, and trades from major brokerages and crypto exchanges via SnapTrade — read-only OAuth, no passwords stored, revocable at any time.
Manual entry doesn't scale, and most budgeting apps don't even try.
Bank apps cover spending. Brokerage apps cover investing. Almost no app gives you net worth, cash flow, and portfolio in one place — so you end up checking three dashboards to answer one question.
Buy a share, change a position, exit a trade — and now you have to remember to update your tracker. After a few weeks, the numbers drift and your dashboard quietly stops being true.
Older sync tools asked for usernames and passwords. That's a security model from a different era — modern brokerage sync should be read-only, OAuth-based, and revocable from your broker's own dashboard.
Live list straight from SnapTrade. New brokerages are added regularly — your existing connection benefits automatically.
AJ Bell
Trading212
Chase
Upstox
Wells Fargo
CommSec
Bux
Empower
Interactive Brokers
Moomoo
Fidelity
Wealthsimple
Public
Questrade
Coinbase
Webull Canada
TD Direct Investing
DEGIROTrading212 Practice
tastytrade
ZerodhaWebull US
Alpaca Paper
Robinhood
Stake Australia
Schwab
Vanguard US
E*Trade
Binance
KrakenDon't see your broker? SnapTrade adds new institutions continuously. You can also track positions manually and Scalar still pulls live prices.
OAuth-based, read-only, and built so the rest of Scalar — net worth, dividends, P/L — just works.
You authenticate directly with your broker on their domain. Scalar receives a read-only token, never your credentials, and you can revoke it from the broker's dashboard at any time.
Holdings update so cost basis, unrealized P/L, and net worth always reflect reality. Trades flow into your transaction history, ready for reports and tax exports.
Stocks at one broker, options at another, crypto on an exchange — Scalar consolidates everything into one allocation, one P/L view, and one net worth number.
Holdings priced in foreign currencies are converted to your base currency for net worth and P/L using live FX rates, while preserving the original currency on each tax lot.
Synced trades include dividend events, so the dividends view shows income by holding, by month, and by year — not buried in a transaction log.
Disable a connection, rotate the SnapTrade secret, or delete it entirely from settings. Your linked accounts can be kept for historical reporting or removed in one click.
Brokerage sync is on Plus and Premium, but the experience is built for any investor who wants the truth, not an estimate.
Sign up for free, then upgrade to Plus when you're ready to sync your brokerage. Read-only, OAuth-based, revocable any time.
Supported Brokerages — Connect Your Investment Accounts — 30 brokerages and crypto exchanges: AJ Bell, Trading212, Chase, Upstox, Wells Fargo, CommSec, Bux, Empower, Interactive Brokers, Moomoo, Fidelity, Wealthsimple, Public, Questrade, Coinbase, Webull Canada, TD Direct Investing, DEGIRO, Trading212 Practice, tastytrade, Zerodha, Webull US, Alpaca Paper, Robinhood, Stake Australia, Schwab, Vanguard US, E*Trade, Binance, Kraken.
