Auto-Sync Your Broker Portfolio: Connect 20+ Brokerages With One Click
Connect your brokerage account to trefolio via SnapTrade and auto-sync your portfolio every hour. No more CSV exports — just one-click OAuth.
The Problem with Manual Imports
CSV imports work. They're reliable and they get your data into trefolio accurately. But they're also tedious. Every time you make a trade, you need to re-export your CSV, upload it, and wait for the import to process. For active traders making several trades a week, this adds up fast. For passive investors, it's an inconvenience you'd rather not deal with every quarter.
trefolio's broker sync solves this. Connect your brokerage account once via SnapTrade, and your portfolio syncs automatically every hour. No CSV exports, no manual uploads, no missed transactions.
How Broker Sync Works
trefolio uses SnapTrade — a secure, regulated broker aggregation platform — to connect directly to your brokerage account. The process is simple:
- Go to the Import page in trefolio and select Connect Broker.
- Choose your broker from the list of 20+ supported brokerages.
- Authenticate via OAuth — you log in to your broker directly. trefolio never sees your broker password.
- trefolio pulls your current positions, transaction history, and cash balances.
- Your portfolio updates automatically every hour. No action needed.
Supported Brokerages
SnapTrade supports 20+ brokerages commonly used by European and North American investors, including:
- Interactive Brokers (IBKR) — the most popular broker for serious European investors
- Schwab — including former TD Ameritrade accounts
- Fidelity — US brokerage with European access
- Questrade — popular Canadian broker
- Alpaca — commission-free API broker
- Wealthsimple — Canadian investing platform
The full list is available on the Import page. New brokers are added regularly as SnapTrade expands coverage.
Sync vs. CSV: When to Use Each
| Feature | Broker Sync (SnapTrade) | CSV Import |
|---|---|---|
| Setup effort | One-time OAuth | Export + upload each time |
| Updates | Automatic every hour | Manual |
| Supported brokers | 20+ (growing) | 14+ (DEGIRO, IBKR, Trading 212, Revolut, etc.) |
| Historical data | Depends on broker API | Full history from CSV |
| Best for | Active traders, convenience | Full history import, unsupported brokers |
You can use both: import your historical CSV first, then enable auto-sync for ongoing updates. trefolio deduplicates automatically.
Security
Your broker credentials are handled entirely by SnapTrade via OAuth. trefolio never stores your broker username or password. SnapTrade is a regulated financial data provider with bank-grade encryption. Read-only access means trefolio can see your positions but never place trades or move money.
Get Started
Stop exporting CSVs. Create a free trefolio account — no credit card required. Broker sync is available starting on the Bifolio tier (€2.99/month) with one broker connection. Upgrade to Trefolio for multiple broker connections and auto-sync across all your accounts.