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Chase portfolio tracker
Connect Chase and your positions, cash balances and available trade history import automatically. Every holding keeps its own currency, and every transaction converts at the rate of the day it happened, so you read the return you actually earned rather than one bent by today's rate.
Chase is in beta.
Connectable now, still being hardened by SnapTrade. Most accounts sync normally; a few fields can lag.
No credit card needed, and the demo opens without an account.
What comes across from Chase
Positions
Stocks, ETFs and funds held at Chase, with quantities and live prices refreshed on every sync.
Cash balances
Uninvested cash in each account, in the currency the account holds it.
Trade history
Buys, sells, dividends and fees, wherever Chase publishes an activity feed. When it does not, FortuneOK rebuilds your entry from the average cost the broker reports, so profit and loss is never blank.
A Chase account is priced in dollars, which is only the whole story if dollars are what you spend. FortuneOK reports it in whichever base currency you pick, so an expat or a cross-border investor reads a US account and a local one on the same scale.
How to connect Chase
Open the broker list
Sign in to FortuneOK, open the portfolio menu and choose "Connect a broker".
Choose Chase
Pick Chase from the list. SnapTrade's secure portal opens and you sign in to Chase there, never inside FortuneOK.
Approve read-only access
Confirm the connection. Chase grants permission to read positions and activity only, with no ability to trade or move money.
Watch the portfolio fill in
Your Chase account arrives as its own portfolio tab and joins the combined view of everything you own.
The connection stays read-only for its whole life. FortuneOK never receives your Chase password, and nothing in the app can place a trade or move money. The privacy policy lists exactly what is stored.
About Chase
Investment accounts by J.P. Morgan
Hold accounts elsewhere too?
Connect as many as you like. Each broker gets its own portfolio tab, and a combined view adds them up into one net worth.
Trademark notice
Chase is a trademark of its respective owner. FortuneOK is an independent portfolio tracker and is not affiliated with, endorsed by or sponsored by Chase. Connections are provided through SnapTrade and availability can change without notice. Visit the official Chase site.
