Day 0
Start free in under a minute.
Sign up, link your brokerages, and your holdings are streaming. We hold a card to begin the trial — you're not billed until day 14.
STEP 01NewRobinhood support is now live
Portfolio Intelligence Platform
One operating viewacross every brokerage.
Real-time P&L, concentration risk, and allocation drift — one surface.
6+
Brokerages
<60s
Time to first signal
Read-only
OAuth · No execution
Available onWebiOS
SnapLedger · Live PortfolioLive
Streaming · last tick 1.0s agoRead-only · OAuth · No execution pathway
Connects with
- Schwab
- Fidelity
- Robinhood
- Coinbase
- Binance
- Webull
- + more
The Portfolio Layer
The portfolio your brokerage doesn’t give you.
Bring every account — Robinhood, Schwab, Fidelity, your 401k, even manual mutual funds — into one live ledger with the depth, history, and trust signals you’d build for yourself.
Most brokerages show you what they manage. SnapLedger shows you what you actually own — across every broker, every account type, every asset class — with the live data and the per-position depth a real ledger needs.
The widget wheel
Keep one eye on the market without leaving your book.
Cycle the wheel beside your portfolio: market clock with session phases, mini watchlist, positions heatmap, earnings calendar, hot/cold movers, performance attribution. Switch context without changing pages.
Recent Activity
Every reconcile shows you exactly what changed.
When the data refreshes, a drawer slides in with one card per touched position — shares delta, cost-basis delta, proceeds, dollar impact, BUY or SELL tag. The journal your brokerage statement should be.
And the small things that matter
Saved Views
Your columns, your sort, your filter — saved with a name, recallable in one click. Build the view you actually want to look at.
Manual holdings
Track mutual funds, an unsupported 401k, or anything you'd rather type yourself. Sits alongside your synced positions in the same ledger.
Privacy Mode
One click blurs every dollar amount on screen — for screen-shares, public spaces, and curious coworkers. (Originally built so the founder could check P/L from his day job.)
Provenance dots
Every figure is tagged exact, estimated, or stale. You'll never have to wonder whether a number is real. Trust by transparency, not by claim.
That’s just the watching part. Wait until you see what it can do with the data.
Continue to AnalysisThe Analysis Layer
The analysis your spreadsheet can’t keep up with.
Pick apart what you actually own — concentrations, drivers, exposures — and surface the shape of your portfolio in a way no brokerage statement, CSV export, or back-of-the-napkin ever will.
No crystal ball, no prediction engine, no “buy this” arrows. Just the truth about what you own and how it’s built — rendered with the depth a serious investor would put together themselves, if they had a spare weekend every week.
Drivers
Three names doing all the work.
Sort your portfolio by who's actually moving the needle — today, this week, this year. Find out the 4% position is responsible for half your gains, and the diversification you thought you had isn't.
Sector & industry
Find out you're a tech investor without realizing it.
Holdings by sector, industry, asset class, and geography — pulled from the underlying metadata of every position you own, including the ones inside your funds. The exposure you have, not the exposure you think you have.
Concentration
Where your weight actually sits.
Net positioning, asset focus, liquidity share, single-name concentration, duplicate exposure across funds — every way your portfolio is leaning, surfaced in one view. The risk you're carrying, named.
The supporting cast
Benchmark comparison
Plot your portfolio against SPY, QQQ, or a custom index you build. See whether your active picks earned their salt — or you would've been fine just buying the market.
Time-range scrub
Every analysis card respects the same time window. Drag the range — 1M, 3M, YTD, 1Y, all-time — and every chart, every score, every breakdown recalculates in lockstep.
Concentration risk
A single number for how lopsided you are. Top-5 weight, sector concentration, single-name risk — flagged when they cross the lines you set.
Drill to position
Click any slice, bar, or row and the analysis collapses to that one position. The macro view and the security-level view share the same breath.
Now you know what you own. Time to keep an eye on what could change it.
Continue to WatchlistsThe Watchlists Layer
Build the signal.
Skip the noise.
A focused list of symbols, streaming tick-by-tick. Whether you’re tracking what could move what you own, or studying names before you commit a dollar — same surface, same live tape, no setup tax.
Just the names you actually care about — streaming live, sorted any way you want, current to the second. The columns brokerages bury (volatility, pre-market, post-market) surfaced by default. The watchlist as it should have always been.
Tick-by-tick streaming
Quotes update the moment markets move.
No refresh button. No five-minute lag. Every row in every list is a live tape — last, change, percent, volume, volatility, pre- and post-market — recomputing as the prints come in. Open the tab and the prices are already current.
Multi-asset
BTC next to AAPL. No mode switch.
Equities, ETFs, and crypto in one list, on one tape, sorted against each other. The S&P leader and the top crypto major share the same row treatment — same columns, same precision, same live feed. The cross-asset view brokerages still pretend you don't want.
Curated presets
Three taps to a streaming list.
Mega-Cap Tech. Dividend Stalwarts. Crypto Majors. Pick a curated preset and the list creates itself — every symbol, every quote, already streaming. The blank-canvas friction every other watchlist tool makes you suffer through, gone.
The supporting cast
Multiple watchlists, one tap apart.
Earnings week. Crypto only. The five names you're stalking before you commit. Build as many lists as you need — switch between them instantly, with the streaming feed already warm on each.
Cross-watchlist Pulse.
A live read on the list you're looking at: gainers, losers, top mover, biggest drag. The temperature of every watchlist surfaced without you sorting columns. The shape of the day, named.
Portfolio. Analysis. Watchlists. The whole loop.
See it in your handsPricing
14 days free. Then $12.99 a month.
Full access from minute one — every brokerage connected, every position resolved, every watchlist streaming. Less than $0.43 a day after the trial. About a coffee a month. Cancel in one click.
No charge for 14 days · Read-only access · Cancel anytime
Days 1–14
Use everything. No tier games.
Full portfolio, full analysis, every watchlist surface — unlocked from minute one. No feature gates, no "upgrade to see this," no trial-only neutered version.
STEP 02Day 14
$12.99/month, or one click out.
Continue and the subscription kicks in automatically. Cancel and you keep access through the end of the period — settings preserved if you ever come back.
PRICED HONESTLYBrokerage accessRead-onlyHoldings data only — no order placement, ever.
Execution accessNoneTrade execution stays in your brokerage.
Asset coverageMulti-assetStocks, ETFs, and supported crypto holdings.
AuthenticationOAuth 2.0Standard authorization — no passwords stored.