New brokerage connections - Questrade, Degiro, Wealthsimple, and others | April 2023 Product Update

Hello fellow investors!

📢 We're happy to announce new automatic brokerage integrations via Snaptrade are now in beta! If you previously had a problem with your automatic connection via Yodlee or your brokerage wasn't supported - we encourage you try our new integration.

SnapTrade

SnapTrade is a trusted cloud based account aggregator, that allows you to link your brokerage accounts same way Yodlee does. SnapTrade has better transactions tracking (more transactional history) and works well with popular Canadian and some UK, EU and US brokerages. Full list of new connections can be found here.

New brokerage connection workflow

We are introducing new workflow for linking brokerage accounts. We will automatically select connection provider (Yodlee or SnapTrade) depending on selected brokerage to ensure you get best of possible ways to import your data from your brokerage accounts.

What's else?

• Default currency for portfolio - now you can select default currency of your portfolio. It will be used for weekly reports and it will be a default currency of you public portfolio (if you'll decide to share it).
• New currency selectors in transaction editor and top bar. Now it's easier to find the required currency.
• Categories - now you can include sold holdings in categories (for filtering and grouping). Use the setting "Show sold".
• Categories - gains in categories now also include realized P&L, dividends received, fees, etc.
• Minor bug fixes and improvements

You can always see the full history of our product updates on the Changelog page.

👀 Coming soon

We are happy to announce that we've started work on a mobile application! ETA for the first version is autumn.

Have a great day!