The easiest way
to track your
portfolio.

Import your portfolio from a screenshot of any brokerage — stocks, ETFs, crypto, and 8 more asset classes. SnapFolio uses AI to extract your holdings and track performance automatically. No account linking required.

Download on the App StoreSee How It Works
SnapFolio.AI portfolio screen showing total value, allocation chart, and holdings list
11 asset classes
Any brokerage or exchange
Bonds, real estate & cash
No account linking
How it works

Add your portfolio in three simple steps

1

Screenshot your portfolio

Open your brokerage app and take a screenshot of your holdings.

2

AI extracts your holdings

SnapFolio.AI reads the screenshot and identifies every position automatically.

3

Track performance automatically

Prices update in real time. Your portfolio is always current.

Designed to feel effortless from the first tap.

No complicated setups. No linked accounts. Just import a screenshot and your portfolio is ready.

Screenshot Import

Take a photo of your brokerage screen — your holdings appear instantly.

AI-Powered Extraction

Reads every ticker, quantity, and price from the image automatically.

Real-time Price Updates

Prices refresh live across stocks, ETFs, and crypto.

AI Portfolio Insights

Diversification score, portfolio state, and what changed since your last visit — numbers first, AI narrative second.

Privacy First

No account required. Your data stays on your device, always.

SnapFolio.AI assets screen showing searchable list of stocks, ETFs, and real estate holdings

Your entire portfolio, one clean view.

See all your holdings with real-time prices, daily changes, and total portfolio value. No clutter, no noise — just the numbers that matter.

Import from any broker, instantly.

Imported portfolios from Robinhood, Coinbase, Interactive Brokers, and every other broker can be combined into one unified view. SnapFolio.AI keeps tracking prices, values, and performance — so your whole portfolio stays current.

SnapFolio.AI import screen showing broker sync with new assets and portfolio updates from Robinhood

Insights that actually help.

Understand your allocation at a glance. See which sectors drive your returns and how your portfolio has changed over time.

SnapFolio.AI insights screen showing risk analysis, allocation breakdown, and investment recommendations

Loved by everyday investors

“I used to dread logging into five different apps. SnapFolio.AI finally gives me one clean view of everything.”

Sarah K.

Long-term investor

“The screenshot import is magic. I had my entire portfolio set up in under a minute.”

James R.

ETF investor

“No account linking, no API keys, no headaches. This is how portfolio tracking should work.”

Maria L.

Crypto & stocks

Frequently asked questions

How does the screenshot import work?
Take a screenshot of your brokerage app, open SnapFolio.AI, and tap import. AI reads the image and extracts your holdings — asset names, quantities, and values — automatically. You review and confirm everything before it is saved.
Which brokerages are supported?
SnapFolio.AI works with any brokerage — Robinhood, Fidelity, Schwab, Interactive Brokers, Webull, Coinbase, Binance, Revolut, Trading 212, and many others. Since it reads screenshots, there is no API, login, or account linking required. If you can see your holdings on screen, SnapFolio.AI can import them.
Is my data private?
Your portfolio data stays on your device. No account required, no bank connections, and your holdings are never sold. Images you import are processed in real time for asset recognition and are not stored by SnapFolio.
Do prices update automatically?
Yes. Once your holdings are imported, market prices refresh automatically across stocks, ETFs, and crypto. Your portfolio value and performance stay current without manual syncing.
Can I track crypto and stocks together?
Yes. SnapFolio.AI supports 11 asset classes — stocks, ETFs, crypto, bonds, mutual funds, options, futures, commodities, real estate and REITs, cash, and custom assets — all in one unified view, imported from any brokerage or exchange screenshot.
Does SnapFolio.AI give investment advice?
No. The AI insights engine produces educational observations — allocation balance, diversification scoring, and what changed since your last visit — but it never tells you to buy, sell, or rebalance anything. SnapFolio is a portfolio tracking tool, not a financial advisor.
What is included in the free plan, and what does premium add?
The free plan includes one unified portfolio with up to 10 assets, manual entry, and delayed prices. A premium subscription unlocks unlimited assets, AI screenshot import, AI portfolio insights, and live market prices — with a 7-day free trial.
Which devices does SnapFolio.AI support?
SnapFolio.AI is built for iPhone and available on the App Store in English. It also supports multi-currency portfolios with automatic exchange-rate conversion.

Start tracking your investments
the right way.

Import your portfolio from a screenshot in seconds. Free, private, and effortless.

Download on the App Store