Integrations
SnapTrade
Nethaven imports your brokerage holdings through SnapTrade so stocks, ETFs, and other positions show up in your portfolio and net worth view alongside cash flow. When you link a supported brokerage, credentials are handled during the SnapTrade authorization flow and are not stored as plain text in Nethaven. After the connection is approved, holdings, balances, and position values sync into the same dashboard that tracks your budgets, bank accounts, debts, and goals—so your investable assets and your everyday money sit in one net worth number instead of in separate apps. This is the difference most people are looking for when they search for a way to combine brokerage tracking with a budgeting app: you do not have to choose between an investment tracker and a money manager. Nethaven reads positions and balances to display them; it does not place trades or move funds. Which brokerages are available depends on SnapTrade coverage and your region, and that list changes over time as connections are added. When your specific brokerage is not yet supported, you can still record holdings manually and update them when you want, keeping your net worth complete. Investment data is for tracking and planning only and is not investment advice.
What syncs into Nethaven
- Stock, ETF, and fund positions
- Holding quantities and market values
- Cash and account balances
- Account names for your portfolio view
Availability & caveats
Supported brokerages and regions depend on SnapTrade and change over time. Unsupported brokerages can be tracked manually.
Not investment advice. See our security & data handling page for how connections are authorized and what Nethaven stores.
Related
Connect it in Nethaven
Download Nethaven on iOS or Android and connect SnapTrade in minutes—your accounts land in budgets and net worth automatically.