Portfolios for Serious Investors
Securely connect your real-world investment accounts to the Investor Portfolio, allowing a read-only view of your holdings.
Manually create paper portfolios, or import via .csv.
Analyze your holdings using Barchart's Screeners, Flipcharts, and extensive Technical Analysis tools.
Full transaction history including corporate actions.
Receive daily emails on your Portfolio performance.
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SnapTrade uses secure encryption to help protect your data.
Certain holdings in your brokerage account may not be imported to the Investor Portfolio. Generally, only stocks listed on a U.S. securities exchange, U.S. mutual funds and exchange-traded funds ("ETFs"), and US equity options are imported. Cash and cash-equivalent accounts may not be imported. Changes in your brokerage account holdings can take up to 24 hours to be reflected in the Investor Portfolio. New data from your broker is automatically refreshed once daily overnight, or you may manually refresh your Investor Portfolio at any time. Data is provided as-is and for informational purposes only. Barchart does not guarantee the accuracy of the data.
The Investor Portfolio brings tracking and analyzing your investments to a new level. Use this personal investment tracker for all your holdings, including those you import from your brokerage account, with access to Barchart's extensive tool set.
Broker Connect
Import read-only portfolios from your real-world brokerage accounts
Personalized Analysis
Price performance, technicals, key statistics, options analysis, news and related to your positions on demand.
Advanced Charting
Analyze historical data, with over 140 customizable studies, drawing tools and expressions.
Screeners
Use Barchart's Advanced Screeners to further analyze the holdings in your portfolio.
Reports
Receive Morning, Midday, Market Close, and End-of-Day email updates for your portfolio.
Custom Views
Unlock Barchart's +450 data points by creating custom views and applying to your portfolio.
Real-Time Data
Monitor position and portfolio performance with streaming market data quotes for U.S. equities.
Custom Alerts
Receive real-time price alerts for U.S. equities, and build complex alerts based on premier strategies.