Supported brokers
Where your account
can be measured.
A report is only as good as what your broker sends. 12 brokerages send enough for a full one, 6 send enough for a partial one, and 5 do not send enough for us to be honest about — so we turn those down rather than show you a number we do not trust.
Full reports
Positions, trades, dividends and cash movements all arrive, which is everything the analysis needs. Where a broker caps how far back it goes, your report covers that window.
| Broker | History available | Status |
|---|---|---|
| Chase | 2 years | Supported |
| E*Trade | 2 years | Supported |
| Empower | 2 years | Supported |
| Fidelity | 2 years | Verified on real accounts |
| Interactive Brokers | 2 years | Supported |
| Public | Since you opened the account | Supported |
| Robinhood | Since you opened the account | Supported |
| Schwab | 2 years | Verified on real accounts |
| tastytrade | Since you opened the account | Supported |
| TradeStation | Since you opened the account | Supported |
| Tradier | Since you opened the account | Supported |
| Vanguard | Since you opened the account | Supported |
“Verified” means we have run real accounts through end to end and checked the results against the broker’s own statements. The rest are supported by our connection provider and will be marked verified once a real report from them has been checked.
Partial reports
These send trades and cash movements but not dividends, so income is missing from the ledger and your return comes out lower than it really was. We will still produce the report, and it says so on the page.
| Broker | History available | What is missing |
|---|---|---|
| Citi | 2 years | Dividends are not reported |
| Edward Jones | 1.5 years | Dividends are not reported |
| PNC | 2 years | Dividends are not reported |
| TIAA | 2 years | Dividends are not reported |
| Transamerica | 2 years | Dividends are not reported |
| US Bank | 2 years | Dividends are not reported |
We cannot report on these
Not a queue and not a soft no. These brokers do not send something the arithmetic needs, and no amount of work on our side recovers it. The honest answer is to say so rather than produce a number that looks fine and is wrong.
- Hargreaves LansdownHargreaves Lansdown does not send transaction history through SnapTrade, so there is nothing to rebuild a return from.
- MoomooMoomoo does not report deposits or withdrawals. Without them, money you added cannot be told apart from money you made, and every return figure would be wrong in a way that still looks right.
- TD Direct InvestingTD Direct Investing does not report deposits or withdrawals. Without them, money you added cannot be told apart from money you made, and every return figure would be wrong in a way that still looks right.TD Direct Investing sends only 3 months of history, too little to separate your decisions from the market's moves.
- WebullWebull does not report deposits or withdrawals. Without them, money you added cannot be told apart from money you made, and every return figure would be wrong in a way that still looks right.
- Wells FargoWells Fargo does not send transaction history through SnapTrade, so there is nothing to rebuild a return from.
If your broker is here and it changes what it sends, this list changes with it. If your broker is not listed at all, connect anyway — we will produce the report and flag anything we do not recognise rather than hide it.