Portfolio intelligence for SnapTrade apps
See how fintech apps plug Stratara between SnapTrade and the customer experience — screening through AI recommendations, no setup required.
Log in to your brokerage in a secure SnapTrade portal. Stratara finishes linking automatically — you should not need a Keystone account. Trades execute back through SnapTrade; Keystone handles identity in the background.
place_force_order.A secure window opens for your brokerage login. When it finishes, Stratara continues automatically — you should not need a Keystone account.
Checking SnapTrade connect configuration…
Use a unique email for each test connection. Prefer SnapTrade Sandbox for partner tests (no real brokerage 2FA). Reconnect if you linked before trade execution was enabled — the portal must request trades:execute scope.
Your SnapTrade brokerage is connected. Choose how to continue — all portfolio steps use your live holdings.
Connect → construct → monitor → rebalance → advise. Sample data, ~2 min.
Ready to run
8 API steps from connectivity through AI advisor — results appear here as plain language.
Log in to your brokerage only. Stratara finishes the rest automatically.
Browse endpoints by layer. Expand any row for details, then send a live request.