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SnapTrade

Brokerage portfolio data

SnapTrade lets agents read balances, positions, orders, and account activity from the brokerage accounts that the signed-in user connects to SnapTrade. This server is read-only and cannot place trades.

How to connect SnapTrade to OpenBot

  1. Open SnapTrade in OpenBot

    Press Open in OpenBot on this page, or find SnapTrade in the app's Apps tab. Get the app first if it is not on this computer.

  2. Sign in

    Press Connect and finish the sign-in in your browser. OpenBot keeps the token on the computer that runs OpenBot. You can disconnect at any time.

  3. Give an agent a task

    Ask an agent for work that needs SnapTrade, such as one of the example prompts below. The agent uses the plugin's tools to do it.

Example prompts3

  • SnapTradeSummarize my positions across all my connected brokerage accounts.
  • SnapTradeHow much cash is in each of my brokerage accounts?
  • SnapTradeWhat dividends did I receive last month?

Apps1

  • SnapTrade

    Balances, positions, orders, and activity, over SnapTrade's MCP server with browser sign-in.

Information6

Developer
SnapTrade
Category
Data & Analytics
Version
1.0.0
Website
snaptrade.com
Privacy policy
snaptrade.com/privacy-policy
Terms
snaptrade.com/terms-and-conditions