SnapTrade
Brokerage aggregation API connecting retail brokerage accounts for holdings, balances, activities and trading.
- Category
- Public & Market Data
- Type
- Brokerage API
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key, Signed requests
02Data
What you can sync.
- Holdings
- Balances
- Activities
- Orders
Join SnapTrade holdings with your own figures, so plans and reports carry the market context they need.
Need more? Name any other SnapTrade data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- Signed requests (key and secret)
SnapTrade uses an API key or signed requests (key and secret). You add the credentials once, when the AI asks for them, and it tells you where to create them in SnapTrade if you need help.
04How it works
How it works in DataMind.
-
Pick SnapTrade.
Open Lake, pick SnapTrade in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the SnapTrade API docs.
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Answer a few questions.
The AI reads the SnapTrade documentation, then asks which credentials you will use, which data to sync (for example holdings and balances), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then SnapTrade data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
