Stock brokers (coming soon): connect through SnapTrade
Coming soon. Trader, Pro and Fleet plans.
SnapTrade connects apps to some forty stock brokers: Robinhood, Charles Schwab, Fidelity, E*TRADE, Webull, moomoo, Public, eToro, DEGIRO, Questrade, Wealthsimple, Alpaca and others. You sign in to your broker in SnapTrade’s window; TakeJournal asks for reading only, never trading, and never sees your password. Nothing runs on your PC; the sync reads the accounts from TakeJournal’s server.
The brokers
Section titled “The brokers”The brokers through SnapTrade (30): AJ Bell, Alpaca, Alpaca Paper, BMO InvestorLine, Bux, Charles Schwab, Chase, CIBC Investor’s Edge, CommSec, DEGIRO, E*TRADE, Empower, eToro, Fidelity, moomoo, Public, Questrade, Robinhood, Stake Australia, TD Direct Investing, TradeStation, TradeStation Sim, Tradier, Upstox, Vanguard, Wealthsimple, Webull Canada, Webull US, Wells Fargo and Zerodha.
Interactive Brokers, tastytrade and the crypto exchanges are connected directly, without SnapTrade: the direct connection reads more.
Add the connection
Section titled “Add the connection”Connections → Add connection, and in Type start typing your broker’s name: choose it from the list as Robinhood (via SnapTrade), say, and the connection is named after it. A broker not in the list yet: Stock brokers (SnapTrade), and you choose the broker in SnapTrade’s window. The connection’s card offers Connect your broker.
Connect your broker
Section titled “Connect your broker”- Connect your broker opens SnapTrade’s window. Choose your broker and sign in there, with the broker’s own two-step check where it has one.
- SnapTrade brings you back to Connections: the message says the connection is connected, and the first sync starts.
- Each broker login is its own connection: for a second broker, add a second connection.
What it reads
Section titled “What it reads”- Each account of the login, named as the broker names it, in its currency.
- The trades: buys and sells of stocks, ETFs and options, with their fees; an option expired, assigned or exercised closes at 0. The first time the whole history SnapTrade has, then from a week before the last read.
- Deposits and withdrawals into the account’s ledger; dividends and the tax withheld from them on the shares of their symbol (dividends); interest, fees and other taxes as credits and debits.
- A stock’s splits and stock dividends where their ratio can be known: the ratio the broker states, or the shares taken out and given back (splits); the others are not counted.
- Once a day: SnapTrade refreshes the history once a day, so a day’s trades come the next day. Some brokers give only a trade’s date; TakeJournal takes its time from the order where the broker has it, else noon New York time.
- Your open positions, in the sync that reads the day’s history, compared with your fills, so a close that never came through is found (A missing close); shares transferred in from another broker raise no warning.
When the broker asks again
Section titled “When the broker asks again”Some brokers end the access after a while and ask you to sign in again. The sync then says so: Reconnect on the card opens SnapTrade’s window for the same login. Deleting the connection also removes the login at SnapTrade.
Related
Section titled “Related”Interactive Brokers · Any broker’s export · Brokers and imports
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