Data Sources & Limitations

Positions, balances, orders, activity, holdings, account metadata, and connection health are provided through read-only connections authorized by the user. Availability depends on the financial institution, user permissions, connection-provider support, authentication status, and sync timing.

Brokerage data may be revised, delayed, partially unavailable, normalized differently across institutions, or missing fields such as cost basis, option details, crypto metadata, order status, or historical activity.

Quotes, historical prices, corporate actions, news, and reference data may come from one or more market data providers. Coverage may vary by asset type, exchange, feed, market phase, account tier, and provider status.

Realtime or near-realtime quote displays are best-effort. Values may be delayed, cached, stale, estimated, unavailable, rate-limited, or different from prices displayed by a brokerage, exchange, market-data vendor, or consolidated tape.

Historical charts, performance ranges, previous-close baselines, split adjustments, dividends, corporate actions, and session boundaries may depend on provider feeds and internal calculations. These values may differ from official brokerage statements, exchange records, or tax documents.

Charts, performance summaries, exposure views, alerts, and analytical classifications may combine exact connected-account values with market-data-derived or estimated values. Derived values are informational and may not match brokerage statements, tax documents, or official records.

Manual holdings, manually entered account balances, watchlist symbols, notes, and user settings are based on information you provide. SnapLedger may combine manual and connected data in a single view, but user-entered values may be incomplete, outdated, duplicated, or inconsistent with connected-account data.

Financial institutions, brokerage connection providers, market-data vendors, identity providers, billing providers, app stores, and infrastructure providers may impose limits, maintenance windows, outages, permission changes, coverage gaps, or terms that affect SnapLedger functionality.

Before making financial, tax, legal, or trading decisions, verify important information with your brokerage, custodian, adviser, or other authoritative source.