Every brokerage, one portfolio.
If your money lives in two apps — a stock brokerage here, a crypto exchange there — you've never seen the full number. SnapFolio.AI puts all of it in one place, without linking a single account.
One import per account
Screenshot the holdings screen of each brokerage, tap import, review what the AI extracted. Every account becomes part of the same unified portfolio.
Asset classes mixed, honestly
Across 11 asset classes — stocks, ETFs, crypto, bonds, mutual funds, options, futures, commodities, real estate/REITs, cash, and custom assets — all counted into one total in your currency.
No credentials, ever
No read-only access keys, no Plaid, no OAuth into your broker. SnapFolio reads what you show it on screen — so it works with any platform, even the ones trackers never support.
Supported brokerages and exchanges
SnapFolio.AI isn't restricted to a partner list — if you can screenshot it, you can track it. Common starting points:
What the combined view unlocks
Once everything is in one portfolio, the numbers finally make sense together: your true diversification score across all accounts, a complete Portfolio DNA breakdown, your real top holdings and best performers — not the winners of whichever app you happened to open. Prices update automatically, so the total stays live across every account.
See what the AI portfolio insights say about it, or return to the SnapFolio.AI home page.
Frequently asked questions
Which brokerages are supported?
Is my data private?
Can I track crypto and stocks together?
Start tracking your investments
the right way.
Import your portfolio from a screenshot in seconds. Free, private, and effortless.