snaptrade

The official Node.js library for the SnapTrade API

Open-source personal finance and wealth management app for Canadian households. Track accounts, investments, debt strategies, and projections with Smith Manoeuvre support, PAG 2025 compliance, and multi-provider connectivity (Plaid + SnapTrade). Self-hostable via Docker.

LLM Portfolio Journal consolidates brokerage, market, and social data into a SQLite-backed system and uses large language models to produce daily or weekly portfolio summaries, sentiment insights, and rich markdown reports and charts

Local, read-only portfolio analyzer that pulls your brokerage holdings via SnapTrade/IBKR and produces a candid, thesis-personalized dashboard + analysis, driven by Claude Code. Runs entirely on your machine. Not financial advice.

KentroChrema is a Django-powered backend that will allow people to have their investment centralized in one location, allowing them to see the progress of their investment and access to my MarketSight investment analysis tools

Your portfolio in Raycast

Daily read-only sync of brokerage holdings into Ghostfolio via SnapTrade. No CSV.

Personal portfolio analysis: daily multi-brokerage extraction (SnapTrade + Plaid), Excel dashboard rebuild, and a Claude-narrated CFP-style advisor brief.

Sidecar for Ghostfolio: auto-sync bank balances (Teller) and brokerage holdings (SnapTrade)

Modern, local-first personal net-worth and investment tracker for Windows 11 built with WinUI 3 Fluent Design.

Personal finance analytics with Plaid, SnapTrade, Postgres, Prisma, and Next.js.

Read-only brokerage portfolio integration and financial freedom planning demo.

BAS — Budget Automation Studio. A customizable mobile budget app with Plaid, SnapTrade, and your choice of OpenAI, Anthropic, Gemini or local AI.