Sync Chase holdings
Automatically sync your Chase holdings and trades to Google Sheets, You Need a Budget, webhooks and more. Securely hosted in Australia — your holdings and trades pass through live, not into our database.
No credit card required
From Chase to your destination in three steps
Connect Chase
Link your J.P. Morgan Self-Directed Investing accounts through SnapTrade. Your credentials are never shared with us.
Choose your destination
Pick where your holdings and trades go — Google Sheets, You Need a Budget, or webhooks. Each account syncs separately.
Watch your portfolio sync
Your holdings and trade history automatically appear in your destination. Track positions, P&L, and more — your data, your way.
Frequently Asked Questions
Quick answers to common questions about connecting your accounts and syncing your data.
Brokerage data
Getting started
Security & privacy
Syncing
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No credit card required