StratifyStratify

Every brokerage. One view.

Your investments are scattered across Robinhood, Schwab, Fidelity, and more. Stratify brings them all into a single intelligent dashboard.

Which brokerages do you use?

Select your brokerages above to see how Stratify connects them.

Stratify portfolio dashboard showing holdings across multiple brokerage accounts

Three ways to import your portfolio

Start in under a minute with any method.

OAuth Connect

Link your brokerage account directly. Automatic sync keeps your data up to date.

CSV Upload

Export a CSV from any brokerage and upload it. We parse positions, cost basis, and more.

Screenshot AI

Take a screenshot of your holdings. Our AI reads it and creates your portfolio automatically.

Read-only. Always.

We can see your holdings but can never move money or place trades on your accounts.

  • Bank-level encryption for all data in transit and at rest
  • Read-only API access via SnapTrade OAuth — we never see your password
  • Delete your account and all data at any time

Explore more

AI Assistant

63 tools that pull live data

All Features

See everything Stratify offers

Pricing

Free to $99/mo

Connect your first brokerage

Free to start. Read-only access. See all your investments in one place.