Your accounts, together.
See the value and positions from your connected brokerage accounts in one compact view.
Your portfolio,
a glance away.
A native Mac companion for your investment portfolio. Check your balances and holdings, then get back to your day.
Download for MacOr install with Homebrewbrew install --cask snaptradehq/tap/menubar
Free to use on Mac
For Apple silicon · macOS 14 or later
Made to stay out of your way
One click.
The bigger picture.
Know when it was updated.
MenuBar refreshes hourly and shows the last update time. Refresh manually when you want another look. Brokerage data may be delayed.
Connect on your terms.
Sign in through SnapTrade in your browser and approve read access. MenuBar is a portfolio viewer and does not place trades.
Frequently asked questions
Is it free?
Yes. SnapTrade MenuBar is free to download and use.
Is it safe?
MenuBar asks for read access through SnapTrade’s sign-in flow in your browser. It shows your portfolio and cannot place trades.
What is SnapTrade?
SnapTrade connects brokerage accounts to apps like MenuBar. You choose which accounts to connect and can manage those connections in SnapTrade.
Which brokers are supported?
SnapTrade lists brokerages such as Fidelity, Schwab, Robinhood, Questrade, and Wealthsimple. Check the current broker support list for your brokerage’s region, availability, and connection requirements. MenuBar shows accounts you’ve connected through SnapTrade.
I have a question.
Email support@snaptrade.com and the support team can help.
A small app.
A simpler check-in.
Download, drag to Applications, and open.
Download for MacOr install with Homebrewbrew install --cask snaptradehq/tap/menubar
SHA-256 checksum · 0.1.6 · 3.0 MB
Apple silicon (M1 or later)
macOS Sonoma 14 or later
Install MenuBar
Download & install
Download the installer above. Quit any running copy of MenuBar, open the DMG, and drag SnapTrade Menu Bar to Applications. Replace the existing app if prompted.
Open it from Applications
Open SnapTrade Menu Bar from Applications and confirm Open if macOS asks. MenuBar appears at the top of your screen.
Connect your portfolio
Follow the SnapTrade sign-in flow in your browser and approve access to your connected accounts. Return to MenuBar to see your portfolio.