Portfolio Overview
Total Portfolio Value
$0.00
Total Invested
$0.00
Total Gain/Loss
$0.00
Gain/Loss %
0.00%
Asset Category Allocation
Asset Type Breakdown
Fund vs Stock
Active vs Passive
Investment Accounts
Asset Category Analysis
Equities
$0.00
0%
Bonds
$0.00
0%
Gold
$0.00
0%
New Investment Calculator
Portfolio Rebalancing
Determine what to buy/sell to achieve target allocation. Set your desired portfolio allocation percentages below.
Proxy Server Connection
Connect to the proxy server that manages your SnapTrade and Empower integrations
Proxy Token
Paste the API token shown when you start the proxy server
Connection Status
Not configured
Connected Users
Connect to proxy server to see users
Last Sync
Never synced
Empower Integration
Sync holdings from Empower for accounts not covered by SnapTrade
Connection Status
Not connected
Selected Accounts
These Empower accounts will be synced when you click "Sync Empower"
No accounts selected. Click "Sync Empower" to set up.
Last Sync
Never synced
Auto-Sync
Automatically sync data when you open the app
Enable Auto-Sync
When enabled, the app checks for stale data when you return to it and syncs automatically. SnapTrade syncs whenever data is more than 5 minutes old. Empower syncs only if the session is still active.
Portfolio Validation
Verify all calculations and data integrity