We are thrilled to announce the seamless integration of SnapTradeās API into Diversiview, revolutionising your investment experience. With SnapTrade, connecting to leading brokerages is at your fingertips, ensuring the security of over 100,000 connected accounts and managing a trusted total value of assets exceeding $5 billion USD.
Currently, you can import from these brokers onto Diversiview using the SnapTrade API:
- Alpaca
- Alpaca Paper
- Bux
- CommSec
- DEGIRO
- E-Trade
- Fidelity
- Interactive Brokers
- Questrade
- Robinhood
- Schwab
- Stake Australia
- Stake UK
- Trading212
- Upstox
- Vanguard
- WealthSimple Trade
- Webull US
- Zerodha
Please note: Diversiview currently supports NYSE, NASDAQ, ASX, HKEX, BSE, and NSE. Data for securities traded on other markets may be limited and displayed as “Other.” We’re constantly working to expand our market coverage.
Follow along as we guide you through the process with an easy-to-follow step-by-step tutorial. A video guide is also available after the written tutorial.
Step 1: Access Your Diversiview Dashboard
From your Diversiview dashboard, locate and click the blue “+ New Analysis” button on the top right-hand corner of the webpage. This will take you to the New Analysis page.
or
From your Diversiview dashboard, select the broker you wish to import from by clicking on their logo in the āImport From Your Platform/Brokerā section. If choosing this method, skip to step 3.
Step 2: Select āIMPORT FROM A BROKERā
On the following screen, under the āPORTFOLIO BUILDER USING STOCK SCREENERā, choose the third tab labelled āIMPORT FROM A BROKERā.
Step 3: Link Your Broker
Click on the green āLINK BROKERā button. In the drop-down menu, pick your desired broker and select āCONNECTā. You will be redirected to SnapTrade’s API. Click ‘continue’ and log in to your chosen brokerage account using your credentials.
Step 4: Connection Complete
Once your login details are accepted, you’ll receive a prompt stating āConnection Complete.ā Click on the yellow āGo Back to Lensellā button to return to your dashboard.
Step 5: Load Your Holdings
Back on Diversiview, your brokerage account is now connected. In the new drop-down menu, choose the account you wish to import. Click on the green āLOAD HOLDINGSā button, and your securities with their weightings will be automatically populated.
Step 6: Adding Another Broker
To add another broker, navigate back to the ‘PORTFOLIO BUILDER USING STOCK SCREENER’ tab. Under the drop-down menu where you select your account, click on ‘Revoke Access to [name of brokerage]’. Revoking access ensures a clean slate for adding a new brokerage. Once access is revoked, simply repeat the process from Step 3 with a different brokerage.
Explore and Analyse Your Portfolio
Now that your portfolio is seamlessly integrated, you have the freedom to analyse it comprehensively. Diversiview provides valuable financial insights and crucial performance indicators for your portfolio. Here’s what you can do:
- Optimise your portfolio for the Optimal Portfolio.
- Minimise risk with the Minimum Risk portfolio.
- Maximise returns based on a risk level you’re comfortable with.
This collaboration empowers Diversiview users with unparalleled access to their existing brokerage accounts directly from the analytics platform. Experience a new era in portfolio management with Diversiview and SnapTradeās groundbreaking partnership.
Video Guide
Questions?
Please contact the team at hello@diversiview.online and we will be happy to help.
Banner image logos courtesy of:
– https://twitter.com/vanguard_au
– https://www.eklavvya.com/blog/stock-broking-employee-assessments/zerodha-logo/
– https://www.businesswire.com/news/home/20220719005093/en/Crypto-Stock-Investing-Platform-Alpaca-Acquires-Japanese-Broker-Dealer-to-Accelerate-Global-Expansion
– https://www.commsec.com.au/
– https://www.investopedia.com/webull-review-5201033
– https://1000logos.net/robinhood-logo/
Comments
19 responses to “Connecting Your Brokerage Account on Diversiview”
[…] Diversiview allows you to import your portfolio data from supported brokers for a more comprehensive investment analysis. To learn more about which brokers Diversiview supports and how to import your portfolio, click here. […]
[…] For a complete list of supported platforms and instructions on how toimport your holdings, visit our blog page here:https://diversiview.online/blog/?p=479. […]
[…] For a full list of integrated brokerages via the SnapTrade API, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Zerodha”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “CommSec”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Vanguard”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Stake Au” or “Stake UK”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Alpaca” or “Alpaca Paper”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “E-Trade”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Robinhood”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “DEGIRO”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Schwab”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Webull US”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Wealthsimple Trade”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Bux”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Questrade”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Trading 212”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Upstox”. For a full list of integrated brokers, click here. […]
[…] Select the “Import from a Broker” tab and click on the green āLink Brokerā button and choose “Fidelity”. For a full list of integrated brokers, click here. […]